Send a US estimate before the work starts. Set your state sales-tax rate, add the line items you are quoting, and download a professional PDF with a valid-until date and an acceptance line - free, no account. Approved? Turn it into an invoice in one click.
What a United States estimate must include
- Your business name, address and contact details
- The word “Estimate” (or “Quote”), a number and the date
- The customer’s name and address (“Prepared For”)
- Itemized lines with description, quantity and unit price
- Sales tax shown where you charge it, and the estimated total
- A valid-until date and an acceptance/signature line
Example (Sales tax at 8.25%)
A typical set of lines with Sales tax. Click the button to open it as an estimate with a valid-until date and an acceptance line, already set to United States — change the details and your Sales tax number.
| Description | Qty | Unit price | Amount |
|---|---|---|---|
| Consulting services - per hour | 10 | $150.00 | $1,500.00 |
| Software license - annual | 1 | $1,200.00 | $1,200.00 |
| Subtotal | $2,700.00 | ||
| Sales tax (8.25%) | $222.75 | ||
| Total (USD) | $2,922.75 |
Tax rules vary. The calculation here is an aid — confirm your obligations with your accountant or tax authority.