VIDEO: Sample estimate

A sample saves time when preparing an offer

You can use a structured template for a cost estimate again and again and thus work efficiently when creating offers.

• Word offers the option to save a file as a document or as a template. Choosing the second option ensures that you don't accidentally overwrite your template.
• Select the "Templates" folder as the storage location.

The components of the estimate

1. The sample begins with the letterhead, to which the company logo, an address field, the offer number and the most important company data incl. Contact person belong.
2. Introduce the estimate with a few nice words to thank the customer for their request.


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3. List all individual items in the offer with quantity, unit price and total price. Structure according to work performance, material and external services (e.g. B. Disposal fees, scaffolding etc.).
4. Form the net sums after each larger logical block and a total amount for which you show the sales tax amount, followed by the gross amount.
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5. In order not to miscalculate, use the option of integrating a table object that not only gives you the total prices are automatically calculated from the number and the individual prices, but also the calculation of the steer, Totals and possible discounts automatically.
6. Make sure that the amounts of money are formatted properly. Standard is right justified with two decimal places.
7. After the list of items and offer sums, there are again some standard paragraphs with information on Validity of your offer, applicable taxes and legal framework such as references to DIN or VOB, depending by branch.
8. The farewell formula is also usually fixed and therefore part of your pattern.
9. If this information is not preprinted on your letterhead, remember to include the footer with information on bank details, VAT ID, legal form, etc. Here you should already provide all the information that later belongs on an invoice.
10. If you are satisfied with your input and would like to save it as a template, click on "Save as" and then on "Word template".

How to use your sample for a quote

If you later open a blank document and want to use your template to create a specific offer, proceed as follows:

1. Click on "File New" and then on "My Templates".
2. A new tab will appear. Open the template you have created as a document.
3. You can now complete this according to the current request without changing the template you have saved.