AvoEstimate Template PDF (Fillable) (Free)
The fillable PDF is the fastest estimate: open, type, save, send, with nothing installed and nothing to format. It works in Preview, Adobe Reader, Chrome and the iPhone Files app. The form has the scope field, a six-line table, the estimated total, the deposit rule and the valid-until date, in the same layout as the invoice so the accepted estimate can become the invoice without surprises.
Free, one page, US Letter. No email, no sign-up. If you estimate a single trade mostly, the trade estimate templates carry that trade's lines and terms.
Same layout in other formats: Word (.docx) · Excel / Sheets (.xlsx)
The layout: header, bill-to block, line table, totals, terms. Same in every format; the format changes how you fill it.
How to use the PDF template
- Download and open in a PDF readerPreview, Adobe Reader, Chrome, Edge or the Files app on iPhone; not inside an email preview.
- Fill in your business details and save as masterHeader, terms, deposit rule. Save as “Estimate master.pdf”.
- For each job: client, scope, lines, datesType into the fields; the estimated total is typed, so add the lines up before you save.
- Save a copy per estimate and sendName it by estimate number (E-2026-007.pdf). Send that copy.
Where PDF is the right choice
Good
- Fills on any device including a phone
- Identical everywhere
- Fixed layout, nothing to break
Watch out
- Totals are typed
- No logo without a PDF editor
- Each estimate is a separate file
Word vs PDF vs Excel
| Word | Excel / Sheets | ||
|---|---|---|---|
| Totals calculate | No | No | Yes |
| Edit the layout | Yes | No | Partly |
| Fill on a phone | Partly | Yes | Partly |
| Needs an account | No | No | Google or Excel |
| Sends as | Save as PDF | Download as PDF | |
| Best for | Custom look | Fastest, any device | Math and a log |
Fill it on your iPhone in a minute instead
Avo keeps your clients and your usual line items, so the next invoice is three taps. Your first three documents are free, full-quality PDF, no watermark. Premium from $59.99/year if you invoice often.
Scan the code with your iPhone camera to open Avo in the App Store, or email yourself the link.
Questions
Can I fill out the estimate on my iPhone?
Yes, in the Files app or Safari: tap a field, type, then share or save a copy. For frequent estimates, an app that converts the estimate to an invoice saves retyping.
Why are the fields not editable?
You are viewing the PDF in an email or browser preview that does not support forms. Download it and open it in Preview, Adobe Reader, Chrome or the Files app.
Is the PDF estimate template free?
Yes: no email, no watermark, no sign-up. It is published by the makers of the Avo app and mentions the site in the footer only.
Can the client sign the PDF?
Yes. Most PDF readers let the client add a signature to the acceptance line and save; a reply email saying “accepted” is also fine as a record.