Send a clean, itemised price quotation with validity date before a sale is confirmed.
A quotation is different from an invoice in one important way: it is an offer, not a demand for payment. It tells a prospective client what you would charge if they go ahead, and it usually carries a validity period after which the pricing may no longer hold. Treating a quote like an invoice - or worse, sending an actual invoice before work has even been agreed - creates confusion and can look presumptuous to a new client. This generator is built around that distinction, with a 'Valid Until' date front and centre instead of a payment due date, and language throughout that reads as an estimate rather than a bill.
You fill in your business details, the prospective client's details, and a line-item table of the goods or services you're proposing to supply, each with its own quantity and rate. The live preview totals everything automatically, including an optional discount percentage for early-decision incentives or bulk-order pricing. Because quotations are often revised once or twice before a client commits, the layout is deliberately easy to adjust - add or remove line items, tweak a rate, or change the validity date, and the whole preview updates instantly so you can send a revised version within seconds rather than rebuilding the document from scratch.
Quotations frequently double as the basis for a later invoice, so keeping consistent line-item wording between the two documents helps avoid disputes when the job is actually billed. Many small businesses find it useful to keep the quotation number and reference it later on the invoice, and this tool supports a free-text document number field for exactly that purpose. The notes section below the totals is a good place to spell out payment terms, delivery timelines, or exclusions - anything the client should know before they say yes.
As with the rest of the toolkit, everything runs locally in your browser with no account required and no data leaving your device. Once the quotation looks right, print it directly to PDF through your browser's print dialog, or download it as a standalone HTML file to email to the client or keep on file. A clear, professional quotation often becomes the deciding factor for a client comparing several suppliers, so a bit of polish here can genuinely help you win the job.
A good habit when sending quotations is to keep a short internal note of which version was sent to which client and when, especially if you expect to revise pricing more than once during a negotiation - this avoids the awkward situation of a client accepting an outdated quote by mistake. It's also worth being explicit in the notes section about what is and isn't included in the price, since scope disagreements after acceptance are far more common than pricing disagreements.
In competitive tendering situations, a fast turnaround on a polished quotation can itself be a point of differentiation, and this tool is built to make that turnaround as quick as possible without sacrificing a professional appearance.
A quotation is a proposed price offered before work begins and is often time-limited; an invoice is a request for payment for work already agreed or delivered. Use a quotation to pitch, and switch to an invoice once the client confirms.
This tool doesn't auto-convert documents, but you can keep the same line items and document number and simply recreate the final figures in our Invoice Generator once the job is confirmed.
That's a business decision, not a technical one - you're free to honour the old price or issue a fresh quotation with updated rates. The validity date exists to protect you from cost changes, not to auto-expire anything.
No, nothing is stored on a server. Download the finished quotation as an HTML file if you want to keep a copy for your own records.