Using a Quotation
When to use it: Share it during the planning or sales stage; confirm its validity period and assumptions with the customer.
Typical information: Provider and customer details, scope or items, quantities, proposed rates, estimated taxes, validity date, and conditions.
How it differs: A quotation is a proposal, not proof of a completed sale or payment. Convert accepted terms into an invoice when billing.
Example: A designer quotes a fixed fee for a three-page website before beginning the project.
Enter the parties and line items in the editor, review the live preview and totals, then print or save the draft as a PDF. Check names, amounts, tax treatment, and any required fields before sharing. This generator formats the information you enter; it does not determine legal or tax compliance.
1. Enter details
Add company, customer, tax, payment, and item details.
2. Customize
Switch templates, colors, currency, and document type.
3. Export
Download PDF, print, or share through WhatsApp.