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Estimate templates that make your business look established

Pick a design, add your logo and color, and every estimate and invoice you send matches. No formatting needed.

Start for free →See pricing
Customizing the estimate design in the BuildWell web app and phone app
At a glance

Estimate templates and branding, in short

  • Six built-in designs for estimates and invoices
  • Upload your logo, or have AI draft one
  • Your brand color, solid or gradient
  • License number and business details in the header
  • Your own terms, labels and headline
  • English or Spanish, on the PDF and client link

Six designs to choose from

BuildWell comes with six document designs, each laying out the same estimate or invoice its own way, from a quiet letterhead look to a bold banner across the top. One design covers estimates and invoices alike, so the price a client signs and the bill they pay clearly come from the same business.

Set it once as your default, switch whenever you like, and preview any draft before it goes out. It’s all set up in one place, on the Template, Logo, Color, Options and Info tabs of the Customize screen, where you pick from:

  • Classic
  • Headline
  • Banner
  • Statement
  • Minimal
  • Letterhead
The same estimate in the six document designs: Classic, Headline, Banner, Statement, Minimal and Letterhead

Your logo, or one to start with

Your logo goes at the top of every estimate and invoice you send. Upload it, remove its background if it came on a white box, and choose how big it shows: small, medium, big or huge.

No logo yet? Have the AI draft one for you; it’s a fast way to look like an established business on your first estimate:

  • Pick a wordmark style or an icon style
  • Close but not quite right? Describe the change in a sentence
  • The AI makes a new version
The logo options in Customize: upload an image or create one with AI, in four sizes

Your color on every page

Pick your brand color from a set of swatches, as a solid color or a gradient. It’s applied to the design you chose, so your documents look like yours instead of like everyone else’s software.

The same color shows on the PDF and on the page your client opens from the link. The look holds up whether they:

  • Read the estimate on their phone
  • Print it at home
  • Forward it to someone else
Brand color swatches in Customize, with the document preview in the chosen color

Business details and your license number

Enter your business details once, and they appear on every document. Add your contractor’s license number and choose whether it shows in the header next to your name, so a client checking you out has it in front of them.

Because the details live in one place, a new phone number or a move to a new shop address is a single change that every new estimate and invoice picks up. You never send a document with last year’s address on it, and the details include:

  • Business name
  • Address
  • Phone
  • Email
  • Website
The license number in Business info, and the document header showing it

Your words on the page

Call the document what you call it: set a default headline like “Quote” or “Proposal,” rename the labels to match how you talk to clients, and add a “Thank you for your business” line if you like. Small touches like these make a one-truck business read like the professional outfit it is.

Write your terms and conditions once, in your own words: they print on every estimate and invoice, so the client sees the same terms when they sign and when they pay. You never have to paste them in again, and they can cover:

  • Payment terms
  • What the price includes
  • How long it’s good for
  • What happens if the job changes
Custom labels in Customize: your own words for Invoice, Estimate, From, Bill to and more

Show what the client needs to see

Choose which columns appear on the document: quantity, unit price, discount and tax can each be shown or hidden. You decide how much detail goes out, while every line stays fully priced on your side, so your own numbers are always there, from the first draft to the final invoice.

Some clients want every number; some only need the scope and the total. Fine-tune the rest in Options:

  • The date format
  • Font size and spacing
  • A high-contrast text setting that makes the document easier to read
  • A paid stamp for paid invoices
  • An “Authorized signature” line with your own signature, drawn on screen or uploaded
The content switches in Customize: show quantity, unit price, discount and amount

In English or Spanish, in your currency

Any estimate or invoice can be printed in English or Spanish, whatever language you use the app in. Set a default for your account and switch it on any single draft; the labels change with it, and the client’s signing and pay pages follow the document’s language.

Amounts are shown in the currency you choose, and BuildWell doesn’t convert between them, so price the job in the currency you bill. That suits contractors near a border or with clients who keep accounts in another currency, and you can bill in:

  • US dollars
  • Canadian dollars
  • Euros
  • Pounds
  • Australian or New Zealand dollars
  • Mexican pesos
Customize with the document language set to Español, beside the account’s currency

The same look everywhere

Change the template, color or language on a single draft when a job calls for it, without touching your business default. Once sent, a document keeps its look, so estimates your clients already signed still look exactly as they did, even if you change your logo or design next month.

There’s never a question of which version of your paperwork a client saw. Your design shows the same way on:

  • The estimate
  • The invoice
  • The page your client opens from the link
  • The PDF
Customize in the web app on a laptop, and the same design on the client’s phone
How it works

Set up your look once

  1. 1

    Pick a design

    Choose from Classic, Headline, Banner, Statement, Minimal and Letterhead as your default.

  2. 2

    Add your brand

    Upload your logo or have AI draft one, then pick your color.

  3. 3

    Fill in your details

    Add your business info, license number and terms, and set your labels and columns.

  4. 4

    Send as usual

    Every new estimate and invoice uses your look, on the PDF and link.

By hand vs with BuildWell

Making estimates look professional with a word processor template, and with BuildWell’s built-in designs.

The jobBy handWith BuildWell
Laying out the pageFight with tables and margins in a document file.Pick one of six designs and it’s done.
Adding a logoPay for one, or go without.Upload yours, or have AI draft one.
Keeping it consistentCopy last month’s file and hope nothing old is left in it.Every document starts from your default look.
Updating your detailsEdit every saved template by hand.Change it once in Info; new documents pick it up.
Terms and conditionsPaste them in at the bottom, when you remember.Written once, printed on every estimate and invoice.
A Spanish-speaking clientTranslate the whole document yourself.Switch the draft to Spanish.

Built for your trade

Line items, labor hours and local prices for the work you actually do.

Bathroom remodelingCarpentryCleaningConcreteDeck buildingDrywallElectricalFencingFlooringFramingGeneral contractorHandymanHVACKitchen remodelingLandscapingLawn carePaintingPlumbingRoofingSidingTileWindow and door
Pricing

One plan. Every feature.

Weekly
$7.99 / week
Billed weekly. Cancel anytime.
  • AI estimates priced for your area
  • Estimates, invoices, clients and projects
  • Clients sign on any phone
  • Card and bank payments, no extra BuildWell fee
  • iPhone, Android and the web
Start free trial
Best value
Annual
$79.99 / year
About $6.67 a month, billed yearly
  • AI estimates priced for your area
  • Estimates, invoices, clients and projects
  • Clients sign on any phone
  • Card and bank payments, no extra BuildWell fee
  • iPhone, Android and the web
Start free trial

Both plans include every feature and start with a 3-day free trial. Add a card to start; you’re not charged until the trial ends. Cancel anytime.

Free tools to go with it

Generators, templates, calculators and guides. No sign-up.

Estimate templatesDownload Invoice templatesDownload Quote templatesDownload Estimate generatorMake one free Invoice generatorMake one free Payment terms guideRead the guide

Estimate templates and branding FAQ

01Are these the same as the free templates on this site?
No. The free templates on this site are files you download and fill in yourself. The six designs in BuildWell are built into the app, so your estimates and invoices are priced, branded, sent and signed without leaving it.
02Can I design my own template from scratch?
You choose from six built-in designs and make one your own with your logo, color, business details, terms, labels and columns. It keeps setup quick, and you can switch designs any time to see which one suits your business best.
03Can I use a different design for one job?
Yes. Your business default applies to new documents, and you can change the template, color or language on any single draft without changing the default for everything else. Handy when one client needs Spanish or a job calls for a quieter design.
04If I change my logo, do old estimates change?
No. A document keeps the look it was sent with, so what your client signed stays the same. New documents use your updated logo and settings, and drafts you haven’t sent yet can be changed freely until they go out.
05Do I need a logo?
No. Every design looks finished with just your business name. If you’d like a logo, upload yours or have the AI draft one in a wordmark or icon style, and refine it with a sentence until you like it.
06Can I call my estimate a quote or a proposal?
Yes. Set a default headline, such as “Quote,” and it’s used on your documents. Some trades say estimate, some say bid or proposal; the document says what you say. You can also rename the labels on the page so the wording matches the way you talk to clients.
07Can I hide unit prices from the client?
Yes. Quantity, unit price, discount and tax columns can each be shown or hidden. Your lines stay fully priced in the app; you only choose how much detail the client sees on the document. The totals, tax and discount still add up the same either way.
08Will my license number show?
If you want it to. Add your license number with your business info and choose whether it shows in the header of your estimates and invoices. It prints on the PDF and shows on the page your client opens from the link.
09Can I send estimates in Spanish?
Yes. Any estimate or invoice can be printed in English or Spanish, whatever language you use the app in. Set a default for your account and switch it on any draft. The labels print in Spanish, and the client’s signing and pay pages show in Spanish too.
10How much does BuildWell cost?
BuildWell costs $7.99 a week or $79.99 a year, with a 3-day free trial. All six designs and every branding option are included, and one subscription covers iPhone, Android and the web. You can cancel anytime.

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Turn a signed estimate into an invoice, bill deposits and progress payments, send a link clients pay from, and see what’s still owed. Built for contractors.

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Quote software

Price a job from local material prices and your area’s labor rates, send the quote as a link, and get it accepted and signed on the client’s phone.

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Try BuildWell today

Estimates, invoices, e-signatures and payments in one place, on your phone and on the web.

Start for free →3-day free trial. Cancel anytime.