What is a Quote / Estimate?

A price quote/estimate for goods or services, with an estimated total and validity date. Provide a price estimate to a client, valid for a set period. Client details auto-fill.

What information do I need to fill out a Quote / Estimate?

A Quote / Estimate typically needs quote number, date, client first name, client last name, client company, and description, and other details. With Filly, those fields auto-fill from a saved client profile, so you enter each detail once and reuse it.

Can I fill out a Quote / Estimate online for free?

Yes. Filly's free plan includes AI field extraction and up to 10 filled documents per month with no credit card required. Paid plans start at $19/month for higher limits, batch fill, and e-signature.

How do I e-sign a Quote / Estimate?

After filling the Quote / Estimate, share a no-login link. The recipient opens it in any browser, signs on the page, and you get the signed copy back — no account or app needed on their end.

How long does it take to fill a Quote / Estimate with Filly?

Usually a few seconds. Filly reads the Quote / Estimate, maps every field, and auto-fills them from the client profile, color-coded by confidence so you only review the ones that matter.

Can I reuse the same Quote / Estimate for multiple clients?

Yes. Filly saves each client's details as a reusable profile, so you can generate a fresh Quote / Estimate for any client in seconds instead of retyping. Paid plans also batch-fill the same template across several clients at once.

Quote / Estimate template

Provide a price estimate to a client, valid for a set period. Client details auto-fill.

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What the Quote / Estimate captures

A price quote/estimate for goods or services, with an estimated total and validity date.

Quote number
Date
Client first name
Client last name
Client company
Description
Estimated total
Valid until

How Filly fills it in seconds

1. Open the template. Start the Quote / Estimate in Filly AI — no formatting, no copy-paste.
2. Pick a client. Every field auto-fills from the saved client profile, color-coded by confidence.
3. Export or sign. Download the filled document, print it, or share a no-login link for e-signature.

Preview

Quote #: {{Quote number}} Date: {{Date}}

Prepared for: {{Client first name}} {{Client last name}} ({{Client company}})

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Frequently asked questions

What is a Quote / Estimate?: A price quote/estimate for goods or services, with an estimated total and validity date. Provide a price estimate to a client, valid for a set period. Client details auto-fill.
What information do I need to fill out a Quote / Estimate?: A Quote / Estimate typically needs quote number, date, client first name, client last name, client company, and description, and other details. With Filly, those fields auto-fill from a saved client profile, so you enter each detail once and reuse it.
Can I fill out a Quote / Estimate online for free?: Yes. Filly's free plan includes AI field extraction and up to 10 filled documents per month with no credit card required. Paid plans start at $19/month for higher limits, batch fill, and e-signature.
How do I e-sign a Quote / Estimate?: After filling the Quote / Estimate, share a no-login link. The recipient opens it in any browser, signs on the page, and you get the signed copy back — no account or app needed on their end.
How long does it take to fill a Quote / Estimate with Filly?: Usually a few seconds. Filly reads the Quote / Estimate, maps every field, and auto-fills them from the client profile, color-coded by confidence so you only review the ones that matter.
Can I reuse the same Quote / Estimate for multiple clients?: Yes. Filly saves each client's details as a reusable profile, so you can generate a fresh Quote / Estimate for any client in seconds instead of retyping. Paid plans also batch-fill the same template across several clients at once.

This template is provided for convenience only and is not legal advice. Have a qualified professional review any document before use.