Estimate templates

We've provided example estimates that help you communicate your value and get your client to yes. You can edit any of these online and turn it into an invoice once it's accepted.

Estimate · Architects

Architectural Fee Estimate Template

Use it after a first meeting, when an owner asks what design services for their project would cost.

Estimate · Accountants and bookkeepers

Bookkeeping Cleanup Estimate Template

Use it when a new client's books aren't current, before monthly accounting can start.

Estimate · Design studios

Brand Identity Estimate Template

Use it when a company asks what a new logo or rebrand would cost, before you send a full proposal.

Estimate · Coaches

Coaching Program Estimate Template

Use it when an organization asks what it would cost to coach a group of managers or a leadership team.

Estimate · Construction

Construction Estimate Template

Use it after a walkthrough, when a homeowner wants a price for a remodel or repair before you write a full proposal and contract.

Estimate · Consultants

Consulting Project Estimate Template

Use it after a first call, when a client asks what a defined piece of consulting work would cost before committing to a proposal.

Estimate · Engineers and AEC consultants

Engineering Fee Estimate Template

Use it when an owner, buyer, or architect asks what an assessment, study, or other hourly engineering work would cost.

Estimate · Event planners

Event Budget Estimate Template

Use it in discovery, when a client needs a realistic budget to approve before you source the venue and vendors.

Estimate · Freelancers

Freelance Project Estimate Template

Use it when a client asks what a project would cost, before you send a full proposal or contract.

Estimate · Interior designers

Interior Design Estimate Template

Use it after an initial consultation, when a client wants to know what designing and furnishing their rooms will cost.

Estimate · Law firms

Legal Fee Estimate Template

Use it when a client asks what a transaction or matter is likely to cost before they engage you.

Estimate · Marketing agencies

Marketing Campaign Estimate Template

Use it when a client asks what a launch, promotion, or seasonal campaign would cost before a full proposal.

Estimate · Photographers

Photography Session Estimate Template

Use it when a company asks what headshots, a team session, or another on-location shoot would cost.

Estimate · Video and production

Video Production Estimate Template

Use it when a client asks what a video would cost before you write a treatment or a full proposal.

Estimate · Web design and development

Website Redesign Estimate Template

Use it when a client asks what a redesign would cost before they're ready for a full proposal.

Document themes

Invoice themes

Branded invoice designs you can customize down to the HTML and CSS.

Estimate themes

Estimate designs that match your invoices.

Proposal themes

The designs that give every proposal and contract its look.

Payment reminder email templates

Five reminder emails to copy, from friendly to final.

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Robin H.

Robin H.

Freelance Writer

With recurring invoices, custom templates, time tracking, expense tracking, automated invoice reminders, and so much more, the toolkit they offer has kept us organized and hugely simplified our bookkeeping. I can't count how many times our clients have asked about our 'amazing' invoicing system.

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When searching for a client management and invoicing system we researched all the tools for SMBs on the market and tested them out, and Clientary was our hands down choice for ease of use and the ability to easily customize client-facing documentation. And of course the very reasonable subscription fee. As they say themselves, "all the functionality we need, and none that we don't."

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