Event planning quotes your client reads, not forms they fill out.
Load the template for the event, price your services and every vendor line, and watch the margin as you type. The client gets a clean quote document. You get to stop rebuilding it in a proposal tool that charges monthly.
You could keep fighting the spreadsheet.
Spreadsheets are free, and they price accordingly. Delete one row and the formulas give up. The version history lives in the filename. After all that, it still prints like a bank statement. Estimatery already knows the shape of an estimate. You fill in the numbers.
How it works
Pick a template: wedding, corporate, party. Every line the event needs is already there, venue sourcing through strike. Day-of coordination is a line, not a mystery tier.
Add what each line costs you, your hours, the vendors you're coordinating, the staff, and it shows what you'll actually make, updated as you type. Only you see this part. The client sees a plan, not your vendor invoices.
One switch shows exactly what the client gets: services, prices, one total. Send it as a PDF, Excel file, or link, before the venue's hold expires.
A screenshot of the actual builder. Not a mockup. We checked.
Built for the person who actually watches the budget
Generic quoting tools fit no one in particular. Estimatery starts from how planning is actually priced: flat tiers, hourly prep, vendor lines with your cost underneath. Real numbers for you, a clean quote for the client.
Tell it what each part costs you and it shows what you'd actually take home, updated as you type. No second spreadsheet. No midnight math.
The client PDF gets a real letterhead and totals that line up. The Pro version adds your name and logo. Your logo. On documents. Living the dream.
Your working version has your costs and profit. The client's version has prices and a total. Same estimate, nothing copy-pasted between files, nothing to forget.
Never price the same event twice
Each template is the line-item checklist for that kind of event, first call through strike. Prices stay blank because they're yours, and every market prices a Saturday differently. Load one, delete what doesn't apply, price the rest.
Full-service to day-of. You manage nine vendors so the couple manages zero.
Strategy through strike. The CEO's speech runs long. The quote already knew.
Birthdays, showers, milestones. The bounce house is a rental line, not a surprise.
Three templates covering how planning actually gets quoted. The planning fee is the document fee. It has a name now. Catering has its own templates.
Everyone else makes you give something up.
A spreadsheet is free, but you do everything. An invoicing app hides your costs, then bills you monthly forever, like a gym. We’re the only column without a catch. We checked twice.
| Estimatery | Spreadsheet | Invoicing app | Template PDF | |
|---|---|---|---|---|
| Industry line items, built in | ● | —blank page | ○generic | ○generic |
| Live margin while you price | ● | ○by hand | — | — |
| Client never sees your costs | ● | ○if you remember | ● | ● |
| Pay once, no subscription | ● | ●free | —monthly | ○ |
● built in · ○ manual or partial · — not really
Free is the whole tool
Nothing in the builder or the exports is held back. Pro exists to put your name on the paperwork. The national debt is not our business model.
Questions
The full guide (units, tax math, deposits, exports) lives on the Help page. It’s genuinely thorough. We’re as surprised as you.
No. The whole builder and every export work without one. Your quote autosaves in this browser, which means it lives on your machine, which means it's already more organized than the venue's AV closet. A free account adds one cloud-saved estimate; Pro makes that unlimited.
Yes. Unlimited sections and lines, all templates, all modifiers, the live P&L, and every export format. Pro only changes whose name is on the paperwork and lifts the cloud-save cap. Free, with no proposal-software tier ladder waiting behind it.
Two clean ways. Use the document-level Planning fee as a percentage on the subtotal when your fee rides on the lines the quote itself carries, or price the fee as its own flat line named for the deal ("Planning fee — 15% of event budget") when the percentage applies to a budget bigger than this document. Either way the client sees one labeled number, and your margin math stays underneath where it belongs.
No. Client views, exports, and share links are built from a copy that only ever contained client-facing fields. Costs, margins, and internal notes are never in the file. There's no toggle to forget because there is no toggle. What you pay the florist stays between you and the florist.
No. You pay $39 once. No renewal, no monthly fee, no per-event percentage. It puts your branding on client-facing exports, removes our footer, makes cloud saves unlimited, and adds a reusable catalog of your saved line items.
Anonymous quotes live in your browser's local storage. Nothing leaves your machine unless you share, export, or save to an account. Share links carry a compressed, client-safe copy inside the link itself. Math, not magic.