Quotation Generator

What makes a quote worth sending

• An expiry date, always. A quote without one is a price you have promised forever. “Valid for 30 days” protects you when material costs move, and it gives the customer a reason to decide.
• Scope in enough detail to argue from. The line items are what you will be held to. “Bathroom refit” invites a dispute; listing the tiling, the plumbing and what is excluded prevents one.
• Say what is not included. Most disagreements come from an assumption nobody wrote down — materials, waste removal, parking, out-of-hours work. A short exclusions note is worth more than a long description.
• Your own reference number. When the customer accepts, the quote number is what ties the job to the invoice. This one numbers your quotes for you.
• Tax shown separately. VAT as its own line with the rate visible, so the figure the customer compares is the one you meant them to compare.

Worth knowing

• A quote is not an invoice. It is an offer. Nothing is owed until it is accepted and the work is done — which is why the expiry date and the scope matter more here than anywhere else.
• Your customers, saved once. Their details are kept in your account and fill in every quotation, and the PDF is generated in your browser.
• Premium, with a 14-day free trial. Quotations are made for saved customers, so you sign in, find the customer by name or number, and can turn an accepted quote into an invoice without retyping it. Start the trial from your free account; afterwards quotations come with the paid plan, and any you made stay available to view, print and export.

Once it is accepted, the Invoice Generator uses the same layout. Markup and margin help you price it, and PDF Tools will merge it with your terms.