How to Create a Professional Quotation
A useful quotation identifies the seller and prospective client, describes the proposed products or services, and makes quantities, rates, taxes, discounts, and the final price easy to verify. It should also state how long the offer is valid and what is included.
Add your business and client details, choose quotation or estimate, then enter a unique document number and validity date. Itemize the work, define the scope and exclusions, add commercial terms, and review the calculated total before downloading the PDF.
Quotation vs. Estimate
Quotation
Best when the scope, quantities, delivery, and price are sufficiently defined. State a validity period and any conditions that may affect the quoted price.
Estimate
Best for early planning when the final effort or cost is not yet certain. Explain which assumptions could change the estimated amount.
The legal effect of a quotation, estimate, acceptance, or deposit can differ by location and agreement. Use terms appropriate for your business and seek professional advice when a proposal involves material contractual or tax obligations.
Automatic Pricing and Deposit Calculations
Subtotal
The total of quantity multiplied by rate for every line item.
Quoted total
Subtotal minus discount, plus tax and additional fees.
Deposit required
A fixed amount or percentage of the quoted total.
Remaining amount
The quoted total after subtracting the required deposit.
Review Before You Send
- Verify names, addresses, contact details, and tax identifiers.
- Check the document number, issue date, validity date, and currency.
- Confirm quantities, prices, discounts, tax, fees, deposit, and final total.
- Clarify scope, exclusions, delivery assumptions, acceptance, and payment terms.
Private, Browser-Based Creation
Your client details, prices, logo, and documents stay in your browser. Save a JSON draft to your own device, return to it later, and export a high-resolution multi-page PDF using the same layout shown in the preview.