About this generator
A quotation tells a prospective customer what you will supply and what it will cost, before any work begins. A clear quotation reduces negotiation, prevents scope disputes and looks professional.
This generator itemises the work, applies your discount and tax, and adds an expiry date so the prices cannot be held open indefinitely.
How to use it
- 1Add your business details and an optional logo.
- 2Enter the prospective customer's details.
- 3Set a quotation number and an issue date.
- 4Choose a validity period.
- 5List each item, quantity and unit price.
- 6Add any discount, tax and terms.
- 7Download the PDF and send it to the customer.
Good practice
- Be specific about what is included, and what is not, to avoid scope creep.
- Set a validity period that reflects how quickly your costs change.
- State the currency when quoting across borders.
- Mark the document clearly as a quotation so it is never mistaken for an invoice.
