Free Quotation Generator — send professional quotes in minutes

How to create a quotation online

Price a job properly in four steps, and keep a record of whether it landed.

1. Add your business

   On the Business tab enter your details and logo, and set your tax registration number if you are registered.

2. Add the client and validity

   On the Client tab enter who the quote is for, the quotation number, the date and — importantly — the Valid Until date. An open-ended quote is a liability when costs move.

3. Price the work

   On the Items tab add a line per item with quantity and rate. Use the notes and terms fields to state what is included and, just as importantly, what is excluded.

4. Send it, then track the outcome

   Download the PDF and send it. When you hear back, set the status to Accepted or Declined — the dashboard totals the value still pending.

Won the job? Re-enter the same lines in the invoice generator to bill it without retyping the pricing.

Quote fast, win the job

A browser-based quotation maker for tradespeople, agencies, consultants and small suppliers who need to price a job properly and get the paperwork out the same day.

What is a quotation?

A quotation is a fixed offer to supply goods or services at a stated price, valid for a stated period. Unlike an estimate — which is an informed guess that can move — a quote is a commitment. If the customer accepts it within the validity window, you are generally expected to honour that price, which is why the validity date and the scope wording matter so much.

What a good quotation includes

• The word "Quotation" and a unique quote number, so it cannot be mistaken for an invoice
• The date it was prepared and the date it expires
• Your details — business name, address and tax registration number if you have one
• The customer's details, so it is clear who the offer is made to
• An itemised scope — what is included, in what quantity, at what unit price
• Tax shown separately, and whether the prices include it
• The total, plus any deposit required before work starts
• Terms — payment schedule, lead time, and what is explicitly excluded

The exclusions are the part most people skip and later regret. Writing "price excludes materials over $X, permits, and out-of-hours work" into the terms field costs a minute and prevents an argument.

Quotation, estimate, proposal or proforma?

• Estimate — an approximate figure that may change. Say so explicitly if that is what you are sending.
• Quotation — a fixed price, open for acceptance until it expires.
• Proposal — a quotation wrapped in an explanation of approach and scope, used for larger work.
• Proforma invoice — a bill issued before supply, often for prepayment or customs. Not a quote, and not a tax invoice.

What happens after the customer accepts

Acceptance of a quotation usually forms a contract on the terms stated. Mark the quote accepted here for your own record, then raise the invoice when the work is done or the agreed milestone is reached. Keep the accepted quotation — if a dispute arises about scope or price, it is the document that settles it.

If costs move materially after acceptance, do not quietly adjust the invoice. Issue a revised quotation for the additional work and get that accepted too.

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