Estimate Presentation

The one of the most important things of an estimate is its final presentation.

The final presentation of an estimate should look professional for generating any level of confidence in the estimate. The following items are a must have on Estimate Summary sheets:

  • Project name
  • Project location
  • Project / proposal number
  • Estimate currency
  • Estimator initials
  • Approver initial
  • Date of estimate
  • Revision number
  • Pricing Basis
  • Validity of the estimate

The above items are generally divided between the header and footer of the estimate summary, and even the most rough Order of Magnitude estimate should have this information for the estimate to look professional and complete.

This also creates a sense of ownership of the estimate.

Below is a blank format for reference

Blank Template