Quote template
A quote template is a layout for telling a customer the fixed price of work before it starts. Add your line items and a valid-until date, then download a clean PDF. Accept it with one click and it converts straight into an invoice.
When do you use a quote?
Use a quote to win the job. It sets a firm price and terms the customer can accept before any work begins.
What should a quote include?
- Your business details
- Customer details
- Quote number
- Valid-until date
- Itemised work with prices
- Acceptance terms
- Notes
Frequently asked questions
What is the difference between a quote and an estimate?
A quote is a fixed price the customer can rely on once accepted. An estimate is an informed approximation that may change as the work becomes clearer. Use a quote when you can commit to a price, and an estimate when the scope is still uncertain.
How long should a quote be valid?
Most businesses set a valid-until date of 14 to 30 days. This protects you from rising costs and gently encourages the customer to decide. The builder includes a valid-until field so the date is always clear on the document.
Can I turn a quote into an invoice?
Yes. Once the customer accepts, one click converts the quote into an invoice with a new number, keeping the same customer and line items. The original quote stays unchanged as a record.
Does the quote generator cost anything?
No charge applies in the current release. You can build and download a quote with no watermark and no card details requested, and without an account. There is no account to create: everything is built and stored in your own browser.
What should a professional quote include?
Include your business and customer details, a quote number, the itemised work with clear prices, the total, a valid-until date, and any terms or exclusions. Being specific about what is and is not included prevents disputes later.