Professional estimate template

Clear format with items, VAT and conditions to approve faster.

What does the template include?

Essential blocks for a clear and professional document.

Customer data

Clear name, contact and address.

Items and quantities

Breakdown by concept, units and amounts.

VAT and conditions

Tax base, tax and validity of the budget.

Sample estimate ready to send

Professional format with clear items and totals to send to the client.

Separate items by concept.

VAT applied and clear totals.

PDF ready to send by WhatsApp.

North Services SL
NIF: B-62831947
C/ Serrano 28
28001 Madrid
BUDGET
Ref: #PRES-2026-021
22 Oct 2026
Customer data
Laura Perez
Av. Goya 19
28009 Madrid
Concept Amount
Main service 950,00€
Materials 240,00€
Displacement 60,00€
Tax base 1.250,00€
VAT (21%) 262,50€
Total 1.512,50€

How to use it on WhatsApp

You send the data and Listto returns the ready PDF.

1

Fill in basic information

Client, company, date and main concept.

2

Add items and amounts

Clear breakdown with quantities, prices and VAT.

3

Send the PDF

Share on WhatsApp or email and get paid faster.

Frequently asked questions

We resolve doubts before using the template.

What does the template include?

Includes customer data, items, VAT and basic conditions.

Can I adapt it to my sector?

Yes. Change concepts, units and prices according to your service.

Listto generates the PDF automatically?

Yes. You send the data via WhatsApp and Listto creates the document.