How to use the Quotation Generator
- Enter your details and the customer’s.
- Add the quotation number and how long it is valid.
- Add the items and terms, then download the PDF.
Making a quotation clear
A good quotation says exactly what is included, the price of each part, any tax, the total, and how long the price stands. A “valid until” date protects you if costs change. Use the terms box to set out what is and isn’t included, payment terms and the expected delivery or completion time.
When the customer accepts, create an invoice with the same items using the Invoice Generator.
Tax
If you are registered for VAT, GST or sales tax, your tax authority may require extra details on the document — for example your registration number, the customer’s registration number. Check the rules where you are registered; you can add these in the tax number and notes fields.