Build a polished quotation or estimate in minutes: itemised pricing, per-item discounts and tax, your logo and signature, six designs, and a ready-to-send PDF in A4 or US Letter. No account, nothing stored on our server.
Type, number, dates and status
Who the quote is from
Your customer's details
What you are quoting for
Worked out for you as you type
Everything optional; empty parts are hidden
Six layouts, your colour, your paper size
The form follows the same order as the quotation itself, so you can work your way down. Everything you type shows up straight away in the live preview on the right. In a hurry? Press Load example quotation to fill it with sample data you can edit.
Each item can have its own discount, as a percentage or a fixed amount, which gives its net line amount. The optional quote-wide discount is then spread across the items in proportion. Finally, the tax rate you enter is charged on the taxable items only, after the discounts — plus shipping and fees if you mark them taxable. Every amount is rounded to the currency you chose (for example two decimals for dollars, none for yen), so the lines, discount, tax and grand total always reconcile.
A worked example. Two items — Website Design 2 × 100 (200) and Consultation 1 × 50 (50) — give a subtotal of 250. A 10% quote-wide discount takes off 25. A 10% tax on the remaining 225 adds 22.50. The grand total is 247.50. Load the example above to see it and change any number.
A quotation is a firm price for the work. An estimate is your best guess, which may change. Both come before the work, to help the customer decide. An invoice comes after, to ask for payment. When your quote is accepted, you can recreate the same details as an invoice with our Invoice Generator.
The same details flow into all six layouts, so you can switch design without losing anything:
Yes, completely. Make as many quotations and estimates as you like. There is no account, no trial and no watermark on the PDF.
A quotation or estimate is given before the work, to tell the client what it will cost. An invoice comes after, to ask for payment. This tool makes the quote or estimate; when the client accepts, our Invoice Generator turns the same details into an invoice.
Each item can have its own discount, as a percentage or a fixed amount. You can also add one quote-wide discount. The tax you enter is then charged only on the taxable items, after the discounts. Every amount is rounded to the currency, so the lines, tax and total always add up.
Yes. Each item has a "Taxable" switch. Turn it off for items that should not be taxed, and the tax is worked out only on the rest. You can also decide whether shipping and fees are taxed.
Only in your own browser, on this device, so the form is ready next time. Nothing is sent to our server. On a shared computer, press "Clear form" when you are done. You can also download a draft as a file and load it back later.
Yes. Choose the paper size in the Design step. The PDF and the preview use the same size, and the totals match exactly.
It simply continues onto more pages. The preview shows where each new page starts, and your signature and closing line stay at the bottom of the last page. You can add up to 100 items.
A calculator gives you one answer. A cashbook shows you the whole picture: write down cash in and cash out, see where the money goes in charts and on a calendar, and share a ledger with your family, team or friends.
This takes a few seconds.
TallyKnot