Line Items
Separate entries for each repair task or part with space for specification, SKU, or manufacturer detail and repair notes.
A consistent spreadsheet reduces disputes, speeds approvals, and improves cost accuracy by using fixed fields and formulas. Clear line items and totals help clients, adjusters, and contractors quickly verify scope and pricing, supporting faster decisions and reliable recordkeeping.
Repair estimates are prepared and reviewed by several distinct roles depending on the project and transaction.
Each role focuses on a different section—contractors on scope and quantities, insurers on code and depreciation, owners on total cost and schedule—so clear fields reduce review cycles.
Separate entries for each repair task or part with space for specification, SKU, or manufacturer detail and repair notes.
Fields for quantity, unit type, and unit price; formulas multiply quantity by unit price to ensure consistent totals.
Labor hours, hourly rates, trade classification, and extended labor cost calculations with overtime or premium-rate fields.
Taxable flag per line, automatic tax calculation, permitting or disposal fees, and any jurisdictional surcharges included.
Contingency percentage or fixed-amount field to cover unforeseen work, with an explanation field for justification.
Signature, printed name, date, approver role, and version number to record authorizations and revisions.
| Field | Configuration |
|---|---|
| Validation Rules | Require quantities and numeric unit prices |
| Notifications | Email on submission and approval |
| Authentication | Email or SMS signer verification |
| Storage | Save signed PDF to cloud archive |
Use delivery methods that preserve the estimate's formatting and audit trail to avoid disputes and data loss.
Issue estimate within 48–72 hours of inspection
Commonly 7–30 days depending on contract terms
Submit claim paperwork within insurer-required period
Begin within agreed lead time after approval
Keep estimate per record policy and legal requirements
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes (Business Premium+) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies | Varies | Varies |