Entering your customer's information ensures you'll send the estimate to the right person, and it helps to avoid misplacing or mixing up estimates. You Customer's Name & Address: It's also important to indicate who is receiving the estimate.Your Company's Name & Address: The name and address of your company is usually displayed at the top of an estimate in order to indicate the company that is providing the estimate for services rendered.Description: A description helps your customer understand the nature of the goods and services that the estimate is for.This helps prevent getting invoices mixed up with estimates, and the document isn't legally binding without a proper title. Title: In order to avoid confusion, it's important that your estimate is titled properly and clearly states 'estimate'.There are 11 elements of an estimate that you should be aware of, some of which are necessary while others can be used for customization.
