Templates to make estimates for freelancers and SMEs

Customize your estimates.

Customize your estimates with Contasimple's professional templates. Create your estimates in seconds and add your logo and corporate colors. Wherever you are, from web and Android and iOS mobile app.

How to customize estimate templates



Create new estimate

Set up estimates

To get started, click "Create new estimate" and then "Estimate settings".


Numbering series

In the first section of the estimates configuration screen you will find your numbering series. You can edit and create new estimate series from here.

Learn more about numbering series.

Numbering series

Estimate templates

Estimate templates

Choose the template that best suits your needs and corporate image.
Just customize your template as you prefer:

  • Text font.
  • Text color, lines and background.
  • Language.
  • Numeric format.
  • If you want to show the units of the products and their price.
  • If you want to show taxes.

Logo settings

To set up your estimate logo, go to the Invoice setup section. You can access it from the link provided in the "Configuring the estimate logo" section

Upload your logo in the box marked and click "Save".

Maximum size: 1.5 Mb.

Configuring the estimate logo
Estimate footer

Estimate footer

Enter the text you want to appear at the bottom or side of all your estimates here.

For example, you can report the company's registration in the Mercantile Registry or compliance with the Data Protection Act.

Electronic signature

Contasimple allows you to digitally sign the estimates. Signing your estimates and other documents digitally provides security and better guarantees to your customers.

Electronic signature

Personalized estimates with your logo and corporate colors

Create professional estimates with the estimate template that best fits your brand image.
Also customize your invoices and delivery notes.

START FREE

Try the Ultimate Plan for 1 month
Basic Plan free forever

No credit card · No commitments

Other links of interest



Cegid is one of the main players in business management solutions in the cloud for Finance (ERP, treasury, taxes), Human Resources (Payroll, Talent management, Time management), Accounting, Retail, Entrepreneurs and Small Businesses.

Manténte conectado

Help

Other versions

Company


Developers

Countries


Contasimple is a product of Grupo Primavera, a Cegid Company    Calle Labastida 10, 28034 Madrid, CIF B67119594, T 932 933 806
Contasimple S.L.U. is a company registered in the Mercantile Registry of Barcelona in volume 46203, folio 76, sheet B-512849, inscription 1.