Turn a rough task list into a professional client estimate with itemized line items, explicit assumptions, a timeline and a clear path to an invoice once the client says yes.
What you get
- A main prompt with fields for your business, client, project, tasks, pricing basis, rates, currency, tax, dates, payment terms and validity
- A header with an EST-[YYYY]-[###] estimate number, date and validity period
- A plain-language scope summary and a line items table with quantity, unit, rate and amount
- The assumptions behind the pricing, listed so the client knows what could change the total
- A timeline section
- A Convert to invoice follow-up prompt for when the estimate is approved
Who it's for
Freelancers and small service businesses who quote before they bill. It is beginner-friendly, and it reminds you to check every number, because you own the estimate.
Works with Claude, ChatGPT and other AI chats.
Note: this produces a draft document. It is not legal, tax or accounting advice. Check tax rules for your location and have contract terms reviewed where needed.