Quotation and Estimate Maker

Set up the document

Give the quotation a number such as QUO-0001 and set the Valid until date. The date is what turns a casual price into a time-limited offer, so choose it deliberately. Select the currency, upload a logo if you have one, and fill in your details and those of the person you are quoting for.

Describe the work in lines

Break the job into lines the client can understand and compare. Short, specific descriptions work best: "Homepage design, 3 rounds of revisions" is better than "Design". Use the quantity for hours, days, units or pages and the price for the rate. Decimals are fine.

Some habits that win work:

• Show optional extras as separate lines so the client can see what is core and what is not.
• Put the largest cost first, then smaller items.
• Avoid a single lump sum for complex work; itemised quotes feel safer.

Tax, discounts and extras

Pick No tax, One rate or Per line, and rename the label to GST, VAT or Sales tax. Tick "Prices already include tax" if your price list is tax-inclusive. A discount can be a percentage or a fixed amount and is applied before tax. Use the shipping field for delivery, travel or any flat charge.

Terms matter

The terms box is prefilled with a validity statement. Replace it with what fits your business. Good quotations mention the deposit, how and when you invoice, what is excluded, how changes are priced and how long the quote remains valid.

Download and send

Choose a template, pick an accent colour and press Download PDF. The file name uses the quotation number. Send the PDF by email and ask for written acceptance, even a one-line reply, so you have a record. When the client accepts, create an invoice from the same lines.