How to write a quote
- Add your business details and your customer's details.
- Give the quote a number and set a valid-until date.
- List each item or task with a quantity, unit price and tax rate.
- Note what is included and excluded, and your terms.
- Download the PDF and send it. The acceptance line lets your customer sign and return it.
Quote or estimate?
People use the two words differently. Many businesses use a quote for a fixed price and an estimate for an approximate price that may change as the work goes on. Whatever you call it, state clearly whether the price is fixed and how long the offer stays open.
What a good quote includes
- A quote number and date so you can refer to it later.
- A valid-until date.
- A clear description of each item or task, with quantity and price.
- Tax shown per rate, and whether prices include or exclude tax.
- Payment terms, such as a deposit or payment on completion.
- Space for the customer's acceptance.
Frequently asked questions
Is the quote maker free?
Yes. There is no account, no email step and no watermark.
Can I turn a quote into an invoice?
Your details and line items are stored in one document. Change the document type to invoice in the editor, then update the number and dates before you download.
Is my quote uploaded anywhere?
No. The PDF is created in your browser, and drafts stay in this browser's local storage.
Can I use a different currency?
Yes. Choose from 58 currencies; the PDF shows the currency code next to the amounts.