Letter / A4 document · Estimate

Renovation estimate template (Letter / A4 PDF)

A contractor’s preliminary estimate as an engineering form: labor and materials tables from plain text lines, section subtotals, a summary with discount, the payment schedule — and the client’s approval and comments in the document.

For Home services & construction · Sales · Operations & delivery

Renovation estimate — Letter-format page, personalized for The Hendersons
what’s inside

5 pages, 17 personalized fields, and what happens on the page.

Estimate graph — white sheet, dark ink, safety-orange accent, condensed headings; long tables paginate natively.

Pages

  1. Cover
  2. Scope of work
  3. Materials and summary
  4. Schedule and payment
  5. Approval

Personalized per client

Filled in seconds — by form, from a call transcript, through the API or by one sentence to your agent. Filling fields uses no AI credits.

  • Client name(s)
  • Contact
  • Estimate number
  • Estimate date
  • Valid until
  • Project title
  • Property address
  • Area
  • Property photo
  • Duration
  • Labor lines: description | unit | qty | rate
  • Materials lines
  • Discount %
  • Notes
  • Terms
  • Estimator
  • Estimator’s contact

On the page

Live elements, saved answers and view tracking belong to the web link; the PDF carries the content.

  • Sectioned labor and materials tables from text fields — line amounts, section subtotals, discount and the payment schedule computed
  • Client approval and comment, saved to the client card
  • Property photo per client, with a plan sketch as the fallback

Always included: open and view-time tracking per link, instant notifications, client memory, editing after sending — and PDF export when a file is required.

how it works

From this template to a client’s link.

  1. Make it yours

    Open it in Naimi Studio and tell the AI what to change — your company, your services, your prices — or clone the free kit and hand the folder to Claude Code, Cursor or Codex.

  2. Personalize per client

    Fill the fields for a real client the way the example was filled for The Hendersons: a short form in the app, a call transcript for your agent, or one API call. No AI credits for this step.

  3. Send one link

    The client opens it without a login. You see the open, the time spent and every choice they made — or export a PDF when a file is required.

faq

About this template.

What happens with a long estimate?

The tables continue on the next page with the header repeated; rows never split. That is what the document format is for.

Can I attach the site photo?

Yes — the property photo is a personalization field; without one the document shows the plan sketch.

Does the client approve on the page?

They press approve or ask a question and leave a comment; both land on their card and you are notified. Print the PDF for the signed copy.

Send this one personalized by tomorrow.

Change anything in Naimi Studio or with your own agent, then fill the client’s fields. Free plan, no credit card.

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