Quote Builder — PencilOut

1 Your company

Company name

Phone

Email

Company address

Street

City

State

Zip code

2 Customer & job

Saved customer

Select a saved customer to fill name, phone, and job site address. Quote title and scope notes are left blank for each new job.

Customer name

Customer phone

Job site address

Street

City

State

Zip code

Save customer details for quick fill on future estimates (optional)

Quote title

3 How to present it

Pick this first — it sets how many options you'll build below. One clean price, or side-by-side packages your customer compares.

Single price One estimate, one total. Best for straightforward jobs. Two options Let them pick between two packages. Good / better / best Three tiers — most contractors close on the middle. ★ Recommended

Next step: In the estimate section, build Option 1, then Duplicate from Option 1 and swap just the material lines. Removal, gates, and labor stay put.

4 Build the estimate

Every line is yours. Templates just give you a head start — nothing is locked in.

You're starting with a blank estimate — add lines yourself, or pick a quick start below to pre-fill.

Quick start templates

Option name

Subtitle (material / package)

Option subtotal $0

5 Terms & acceptance

Estimate number

Shows in the PDF header. Use your own numbering system, or leave blank and we'll generate one (EST-YYYYMMDD).

Deposit (%)

Estimated timeline

Quote valid (days)

Terms & acceptance text on PDF

Use default (pulls from fields above) Write my own