How to make a quote online
- Enter your details, the client's details and the date the offer is valid until.
- List the services or products with quantities and unit prices, then pick the tax rate.
- Download the quote as a PDF to send, or as Word / Excel to edit.
A quote (or estimate) sets out the price of a job before it starts — for tradespeople, agencies, freelancers, contractors and consultants. The client can compare offers and approve yours; once signed, it usually becomes the basis for the order and the invoice.
A clear quote shows your business details, the client's, a reference number, the issue date and how long the offer is valid. The “Due date / valid until” field prints that expiry date; leave it empty to hide it. Each line describes one item, and the tool totals everything: subtotal, tax, optional discount and grand total, plus the amount in words.
Use the notes for your terms: deposit required, delivery time, payment method, and a space for the client to sign and date. When the client accepts, switch the document type to Invoice and keep the same lines. Files are processed in memory and deleted after 30 minutes.
Frequently asked questions
What is the difference between a quote and an invoice?
A quote is a price offer made before the work; an invoice records the completed sale or service and asks for payment.
How do I set an expiry date?
Fill in “Due date / valid until” and it appears on the quote. Thirty days is a common validity period.
Can I turn the quote into an invoice later?
Yes. Keep the same details, change the document type to Invoice and give it an invoice number.
Which currencies are supported?
USD, CAD, EUR, GBP and more, with labels in English or French.
Is it free?
Yes, with no account and no watermark.