Identify the parties
Add your business details and the customer, company, and contact receiving the quotation.
Create, preview, and download a professional quotation PDF for free. No sign-up is required for downloads.
After you create your quote
A professional quotation gives the customer enough detail to understand the proposed scope, price, assumptions, validity period, and next step before work begins. This free quote generator helps you prepare and download the document. It does not decide your contractual, pricing, tax, or record-keeping obligations, so review the quotation before sending it.
Add your business details and the customer, company, and contact receiving the quotation.
Describe each product, service, deliverable, quantity, period, or assumption in plain language.
Show rates, discounts, tax treatment, deposits, optional items, and the total clearly.
Include the quotation date, validity period, acceptance method, payment terms, and proposed start date.
Avoid uncertainty later
A useful quote is specific enough to become the starting point for delivery and billing. Include what is being supplied, what is excluded, how changes will be handled, whether prices include applicable taxes, when the quote expires, how the customer accepts it, and what payment schedule follows acceptance. If the work depends on customer information, access, measurements, approvals, or a purchase order, state that dependency before the price is accepted.
Quoting a price and issuing an invoice are different steps. Tax labels and price-display rules vary by jurisdiction, so confirm whether prices should include or exclude VAT, GST, sales tax, or another applicable tax before sending the quotation.
Quotation number, issue date, customer reference, and validity period
Products, services, deliverables, quantities, periods, assumptions, and exclusions
Rates, discounts, optional items, tax wording, currency, deposit, and total
Proposed start, delivery milestones, dependencies, and customer response dates
Payment schedule, revision limits, cancellation, expenses, and change handling
Who may accept, how acceptance is recorded, and what happens next
From proposal to payment
A quote proposes a scope and price before the customer commits. An accepted quote may support a contract or work order, but it is not automatically the same as a signed agreement. An invoice requests payment for goods or services supplied under the agreed terms. Keeping these records connected reduces retyping and makes it easier to explain why the final amount differs from the original estimate.
| Record | Primary purpose | Important controls |
|---|---|---|
| Quotation | Propose scope, price, assumptions, and validity | Version, expiry, optional items, and authorised acceptance |
| Agreement or order | Record the approved commercial commitment | Parties, signatures, effective dates, changes, and billing terms |
| Invoice | Request payment for the supplied goods or services | Numbering, tax fields, due date, credits, issue status, and payment |
| Connected workflow | Carry approved information from quote to delivery and billing | Ownership, approvals, evidence, exceptions, accounting handoff, and history |
A generator works well for an occasional document. Consider software when the team needs reusable products and services, saved customers, several quote versions, approval thresholds, electronic acceptance, automated conversion to invoices, or visibility into which quotes were accepted, rejected, or left unanswered. Consider a custom workflow when quotation approval must also create projects, tasks, contracts, procurement checks, billing schedules, or client-specific records.
Yes. Create and download professional quote PDFs for free with no signup required.
Yes. Add your logo, choose a currency, adjust line items, discounts and tax, and include your own notes and terms.
Yes. Click Download PDF when your quotation is ready to save a polished PDF file.
A quote gives a customer an estimated price before work is approved. An invoice requests payment after products or services have been supplied.
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