A quotation that wins the job, in your own style.
Items, rates, tax and validity on one clear page, laid out the way you like. Send it as a link your client can open on any phone.
No sign-up needed · Free PDF · No card
What is a quotation?
A quotation is a written offer that tells a potential customer what you will supply, at what price and on what terms, before they agree to buy.
It usually lists the items or services, quantities, rates, tax, a valid-until date, and payment and delivery terms. It isn’t a bill and isn’t a tax invoice: GST is charged on the invoice you issue when you make the supply. Once the customer accepts it, the quotation often becomes the basis of their purchase order and of your invoice.
When you need one
- A customer asks for a price before ordering
- You compete with other suppliers for the same job
- You want the price fixed only for a set period
- You need the customer’s go-ahead in writing
An estimate is a best guess that can change; a quotation is usually a fixed price.
General guidance, not legal or tax advice. Rules change, so check what applies to your business with your accountant.
Everything a quotation needs.
Tax and totals are worked out, so the price you quote is the price you invoice.
- Quotation number and dateWith a valid-until date.
- Items and ratesDescription, quantity and rate, plus any column you add.
- Tax and totalsA tax rate on the total, with the amount in words.
- DiscountAs a percentage of the total.
- Your termsPayment, delivery and warranty, from your saved terms.
- Accept onlineYour client can accept or decline from the link, on Pro.
Three steps, about a minute.
- Fill in the detailsYour business fills in from your profile. Pick a saved customer, then add your items.
- Make it yoursChange colours and fonts, add fields, hide what you don’t print, or use your own letterhead on Pro.
- Download or sendGet the PDF, or share a link your customer can open on any phone.
