Quotation / Estimate Generator
Create a quotation or estimate with reference number, validity date, line items, discounts, your own tax rates, shipping, payment terms, delivery timeline and an optional acceptance signature area. Download as PDF.
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About the Quotation / Estimate Generator
Quotation / Estimate Generator prepares a priced offer for a customer. Choose whether the document is titled Quotation or Estimate, add a reference number, issue date and the date until which the offer is valid, and list the goods or services with quantities and rates.
Discounts, your own tax rates and shipping or other charges are calculated exactly and shown in a clear totals breakdown. Add payment terms, a delivery timeline and notes, and include an acceptance block so the customer can sign and date the quote.
How to use
- Choose Quotation or Estimate and enter the reference number, issue date and validity date.
- Add your details (and logo, if you like) and the customer’s details.
- List the items with quantity, unit and rate.
- Set a discount, tax rate(s) and any shipping or other charges.
- Add payment terms, delivery timeline and notes, and switch on the acceptance area if needed.
- Review the preview and click Download PDF.
Key features
- Quotation or Estimate title.
- Validity date with a check that it is not before the issue date.
- Line items, fixed or percentage discount, up to four user-entered taxes, shipping/other charges.
- Payment terms, delivery timeline and notes.
- Optional customer acceptance and issuer signature areas.
- PDF with selectable text and automatic page breaks.
Best practices
- State clearly how long prices are valid.
- Separate optional items into their own lines so customers can see the price of each.
- Include delivery timelines and payment milestones to avoid disputes.
- Ask the customer to sign the acceptance area before you start work.
Benefits
- Professional quotes that match your invoices.
- Exact totals with transparent tax and discount maths.
- No account and no uploads.
Frequently asked questions
What is the difference between a quotation and an estimate?
A quotation is usually a fixed price offer for a defined scope, while an estimate is an approximate price that may change. The tool lets you choose the title; the calculations are the same.
How is tax calculated?
Tax is the taxable amount (subtotal minus discount, plus charges if you tick that option) × the rate you enter, rounded to the currency’s smallest unit. Nothing is applied automatically.
Can the customer sign the quote?
Yes. Turn on the acceptance area to add signature, name and date lines for the customer.
Is my data uploaded?
No. Everything is calculated and generated in your browser.