Send quotations that win the job
A clear, professional quote builds trust before the work starts. This free quotation generator creates quotes and estimates with a live A4 preview, four templates and your brand colour. Add a validity date — the quote shows an EXPIRED stamp after it — optional extras the client can choose, and an advance percentage needed to confirm the order.
How to make a quotation
- Add your company details and logo (saved for next time).
- Choose or add the client.
- Add items with quantity, price, discount and tax; mark optional extras.
- Set the validity period, advance % and terms.
- Download the PDF or share it — the client can sign to accept.
Quotation vs estimate vs proforma invoice
| Document | Meaning |
|---|---|
| Quotation | A fixed price offer, valid for a set time |
| Estimate | An approximate price that may change |
| Proforma invoice | A preliminary invoice before delivery, often for advance payment or customs |
Tips for quotes that get accepted
- Describe each item clearly so the client sees the value.
- Offer optional extras — clients like choices, and many add them.
- Set a validity date (7–30 days) to create gentle urgency.
- State payment terms and what the advance covers.
- Follow up with a short WhatsApp message after two days.
From quote to payment
When the client accepts, convert the quote into an invoice with the invoice generator and issue a receipt when you are paid. Pricing a design project? The design pricing calculator helps you work out the numbers first.
A quote that wins the job
- A clear title and a quote number (QT-2026-001) so the client can refer to it.
- Valid until date — prices change, so limit how long the quote stands (15 or 30 days is common).
- Itemised work with quantities, so the client sees what they pay for.
- Optional items shown separately — clients like choices, and many add them.
- Advance to confirm: for example 50% before work starts. The amount is calculated from the total.
- Terms such as what is not included, delivery time and payment method.
From quote to invoice to receipt
When the client says yes, press “Client accepted? → Make an invoice” — every item and detail moves across. When they pay, make the receipt in one click. No retyping.
Tips
- Send the quote within 24 hours of the request — speed wins work.
- Write items in the client’s language, not your internal codes.
- Share the PDF on WhatsApp with a short note and a follow-up date.
- Price from your real costs — see the project quote calculator.