Nobody ever finds estimating costs to be a simple process. However, if it is correctly prepared, you can quickly manage all of your cost-related estimates. I appreciate Google Docs! Who knows why? You can quickly design a custom estimate template for any of your businesses using Google Docs. And what’s the best part, you ask? These Google Docs templates make it simple to reuse the document, share it with others, and access it from any location at any time. You would have understood the main idea of this blog article without giving it a second thought. Yes, it is a Google Docs estimate template.
But before getting to the template creation process, let’s have a quick idea of what an estimate template actually is.
An estimate is a written statement of the approximate cost of a work or project.
An estimate often includes the project timetable, the supplies that must be obtained, the terms and conditions, contact information, and other pertinent information in addition to the project’s final cost. Estimates are created by companies and independent contractors and are typical in many different fields, including graphic design, event organizing, and building projects.
Creating estimates may be a pain if you don’t have a good system, but they’re necessary to be hired as a contractor.
So now, let us see how to create a Google Docs estimate template in step by step process:
Table Of Contents
- How to create a Google Docs estimate template (step-by-step Guide)
- Why Use google docs Estimate Templates?
- What is the common difference between estimate, invoice, and delivery templates?
- Making an estimate template: two tips to keep in mind:
How to create a Google Docs estimate template (step-by-step Guide)
Step 1: The first thing you need to do is log into your Google account and launch Google Docs.
Step 2: It is necessary to click on the blank document to proceed.
Step 3: To change the page margins, go to the “file” and select the “page setup” menu. A dialogue box appears; enter the margins in inches and click the OK button.
Step 4: To add a header and footer, go to the “Insert” option and then choose the “Header and Footer.”
Step 5: To adjust the header & footer, click on the “format” option and select the “header & footer” option.
Step 6: To insert a logo, go to the “Insert” menu, then select the “Image” option, then choose the image you want, and press the enter key.
Step 7:To insert a date, select the “Insert” option and pick “Date” from the menu.
Step 8: Go to the “Insert” option and select Watermark to add a watermark (But this is an optional one). Choose the image or text to be added, then click Done.
Step 9: Choose a font size and style. Enter the company name and address below the header and the receiver’s address.
Step 10: To insert a table, go to the “Insert” option and select the table. Choose the number of cells you want in the document.
Step 11: Click the desired text into a cell to insert it, then drag the table’s border to adjust the size. By right-clicking the table and choosing the table properties option, you can also alter the color and border of the table. Finally, decide on the color you want for your wish.
Step 12:To insert the signature, go to the insert menu and select “drawing” a small dialog will open to draw. Next, go to the “line,” then choose the “scribble” option, and select “save.”
The outcome of the Google Docs estimates template looks like this.
Common FaQ on Google docs estimate template:
Why Use google docs Estimate Templates?
There are a variety of needs and spending limits that are specific to each customer and project. Thus, it would be beneficial if you could design a quotation that would meet your and your customer’s requirements to accommodate all budgets and criteria. If you are interested in creating a template that can be customized based on your organization’s business requirements, then Google Docs is the one-stop solution.
What is the common difference between estimate, invoice, and delivery templates?
In business transactions, estimates, invoices, and delivery notes have unique traits.
An estimate is created as early as possible before a contract transaction occurs. In other words, it is not a document that needs to be generated according to the Civil Code, the Companies Act, or the Tax Law to comply with them. Business practice is used to produce and issue it.
An invoice is generated by the system after the contract transaction has been completed, mainly used to collect the payment. It depends on the specifics of the invoice as to whether it is legally binding or not, but tax law mandates that it be kept on file for a specific period. A firm or business may need to store documents for up to nine years, depending on the level of storage they require.
A document attached to the contract transaction, known as the delivery note, legally establishes the delivery date. Consequently, the ordering party must pay the amount after delivery, and the receiving party is entitled to receive payment after delivery from the ordering party.
Making an estimate template: two tips to keep in mind:
The final roadblock to prospects becoming clients is an estimate. Here are some important ideas to bear in mind while coming up with a reliable estimate for your clients.
Is the estimate simple to comprehend?
Make sure you can quickly identify the crucial components. As a matter of fact, it is obvious that the estimated sum will be the first thing to come to your mind, but in order for the justification to be clear and comprehensible, the specifics need to be carefully explained.
Later issues might arise if there is a discrepancy with the things to be confirmed. By making an understandable estimate for each opportunity stage, you can avoid issues.
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Exists a foundation for projecting the delivery schedule and cost in the estimate?
It is a common issue that the estimated delivery date and cost differ from the actual ones. To acquire an order, sales representatives shouldn’t go overboard. The person in charge of development and the person in charge of the complete project will consult before deciding on the delivery date and projected price.
We have finally reached the end of the document, and hopefully by this point you have a good grasp of how to create a Google Docs estimate template. I appreciate your patience, thanks for reading.
I am Rajkishore, and I have over 14 years of experience in the Software Industry. For a long time, I have been using Google Docs, Google Drive, and Google Sheets for my document usage, and I am sharing all the tips and tricks, the challenges I have come across, and their solutions to use Google Docs for your day-to-day use. I hope you will learn from these practical Google Docs tutorials. Read more.