Business and customer information
Your trading name and contact details, plus the person or company the quote is addressed to.
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Create Professional Quotes for Your Customers
Build a quote before work begins. Set out the scope line by line, price each part of the job, add tax or a discount, put an expiry date on the offer, then download a clean PDF to send to your customer.
Quote total: $0.00
Your business name
Quote
#QUO-0001
Quote for
Client name
Quote date
Sep 22, 2026
Valid until
Oct 22, 2026
Currency
USD
| Description | Qty | Rate | Amount |
|---|---|---|---|
| — | 1 | $0.00 | $0.00 |
Everything stays in your browser. Nothing is uploaded, and the PDF has no watermark.
Everything the quote holds
The builder above covers each field a customer expects to see before they commit to the work.
Your trading name and contact details, plus the person or company the quote is addressed to.
A reference you can quote later, the date you priced the work and the date the price stops holding.
One line per part of the job, with quantity and unit price so the customer can see how the total is built.
Apply a tax rate, offer a discount, and use the notes field for conditions, exclusions and what happens next.
Start here
A quote is a priced offer for a defined piece of work, sent before anything starts.
A quote states what you will do, what it costs and how long that price stays open. Because it is an offer rather than a request for payment, the detail sits in the scope: each line should describe a part of the job the customer can recognise, at a price they can weigh up.
A quote is different from an estimate. A quote is a firm figure you are prepared to stand behind for the scope described. An estimate is your best read of likely cost when the scope is still moving, and both sides expect the final number to differ.
Two different jobs
They look similar on paper but they ask the customer for completely different things.
Ready to bill? Use the invoice generator.
Timing
Send a quote once you know enough about the job to commit to a price.
Quote essentials
Anything a customer would otherwise have to email you about belongs on the document.
Written for real jobs
Four ways of breaking down a price, so the customer can see what each part of the job costs.
Trades
Excludes replacing damaged plasterboard. Price confirmed once walls are exposed.
Freelancers
Further revision rounds billed at the hourly rate. Files released after final payment.
Consultants
Travel billed at cost. Timeline assumes interview access within the first two weeks.
Service businesses
Price held for 30 days and reviewed after the first three months.
Figures are illustrative only. Price your own work from your own costs and rates.
After acceptance
Keep the two documents recognisably the same so nobody has to reconcile them line by line.
An email reply naming the quote number is usually enough to show what was agreed.
Use the same descriptions, quantities and prices so the customer recognises the figures.
Extra work approved during the job gets its own line, not a silent adjustment to an existing one.
A new invoice number, an issue date and a payment due date — then reference the quote number.
When you are ready, open the invoice generator and rebuild the same lines in a minute.
Avoid these
Most quoting problems come from something that was never written down.
Without a date the customer can accept an old price months later, after your costs have moved.
"Labour" tells the customer nothing. Describe the work so the price feels justified.
Say what is not covered. Most disputes start with an assumption nobody wrote down.
If the scope is still uncertain, send an estimate so the figure is understood as approximate.
A quote number makes the later invoice and any follow-up conversation easy to match.
Agree a date to follow up when you send the quote, rather than waiting for a reply.
Questions
Short answers to the questions people ask before sending their first quote.
A quote is a priced offer you send before work begins. It sets out the scope, the price for each part of the job and how long that price stays open for acceptance.
A quote proposes a price before the work happens and asks the customer to accept it. An invoice requests payment after the work is done or the goods are supplied.
Many businesses hold a price for 14 to 30 days. Choose a window that reflects how quickly your own costs move, and put the expiry date on the document so both sides agree on it.
Yes. Enter the tax rate that applies to your work and any discount you are offering, and the quote total updates as you type. Confirm the correct tax treatment for your location and registration status.
That depends on your wording, the terms attached and the law where you trade. State clearly what the price covers and what would change it, and take your own legal advice for high-value work.
Keep the same line items and wording, then raise an invoice with its own number, issue date and payment due date. Referencing the quote number on the invoice makes both documents easy to match.
Ready when you are
Price the job, set the expiry date and download a professional PDF. No account, no watermark.
Create QuoteMake a different document or read more about pricing and billing your work.