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Make a quote

Set out what the work costs before you do it, in a document that looks like it came from a business rather than a spreadsheet.

  • 59 currencies
  • 5 document languages
  • Real PDF, not a preview

New document

1

Totals

Totals appear once the document saves.

Preview

Example
Logo

Your company

QUOTE

Number
QUO-2026-0001
Issue date

From

Your company

Bill to

Client name

DescriptionQtyTax %Unit priceTotal
Item description 110%$0.00$0.00
Subtotal
$0.00
Tax
$0.00
Total
$0.00

Provisional figures — the saved PDF is the authority.

Fill in a few fields, then open the real PDF.

New document

Before you go

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What you get

  • Line-by-line pricing with optional units — hours, days, square metres — so the client sees how the figure was reached.
  • A validity date, so a price quoted in January is not held against you in June.
  • The same numbering and layout as your invoices, so the two obviously belong together.
  • Becomes an invoice later without retyping it: duplicate the document and change its type.

What a quote should set out

  1. 01

    How long the price holds. A quote with no validity date can be held against you months later.

  2. 02

    Enough line detail that the client can see how the figure was reached, not just the total.

  3. 03

    Whether the prices shown include tax or not — say it explicitly rather than leaving it inferred.

  4. 04

    What is deliberately excluded, which is where most disputes actually start.

  5. 05

    How to accept it, and what happens next once they do.

What people say

4.5

2 ratings

Scores people sent us by email, published with their permission. We don't collect ratings on anyone's behalf, and we don't edit what was written.

  • Really useful tools with the option to upgrade if and when a more serious need arises. User friendly and professional.
    Susan Winthrop — UserSoftware Engineer
  • Très satisfait de l'outil. Facile à utiliser et très professionnel.
    Jean Dupont — UtilisateurUtilisateur

Questions about quotes

Is a quote binding?

Generally it binds you to the price for as long as it says it is valid, and binds the client to nothing until they accept it. That is exactly why the validity date matters.

Can I turn a quote into an invoice?

Yes — the two use the same layout and the same numbering style, so a client recognises them as belonging together. Change the document type and the numbering follows your invoice sequence.

Should a quote show tax?

If your client can reclaim it, show it separately so they can see the real cost. If they cannot — a private individual, usually — a single tax-inclusive figure is kinder and less confusing.