How to make a quotation
- Enter your business name, address and contact details. Add a logo to look professional.
- Enter the client’s name and address, the quote number and the date.
- Set a Valid until date so the price does not stay open forever.
- Add each item with a description, quantity and unit price. Choose the currency and a tax rate.
- Write payment terms, such as a deposit or delivery time, in the Terms box.
- Check the live preview and select Download PDF.
Writing a quote that wins work
A good quote is specific. List what is included, what is not, and how long it takes. Clients compare quotes line by line, so clear descriptions and honest totals help you stand out from vague ones. State the currency, whether tax is included, and how long the price holds.
Use terms to answer the questions a client will ask: how much deposit, when the balance is due, and what happens if the scope changes. Keep it short enough to read in a minute.
From quote to invoice
When a client says yes, create an invoice with the same lines. Use a matching reference so both documents are easy to find. After the client pays, give them a receipt. The quote number, such as QUO-0001, can appear in the invoice notes.
Tips
- Round prices sensibly and avoid hidden extras.
- Put the validity date in a diary so you know when a quote has expired.
- Keep a PDF of every quote you send. This page saves only the current draft, on this device.
- Making a proposal pack with photos or scans? Combine them with Images to PDF.
- Looking for work yourself? Try the resume builder for a clean one-page PDF.
Everything runs in your browser. Nothing is uploaded, and there is no sign-up. This tool helps with formatting only and is not legal or accounting advice.