Quotation template (quote and estimate)

Send a clear price quote before the work starts. Add a validity date and terms; when the client accepts, turn it into an invoice from your documents list.

My documents

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How to create a quotation

Fill in your details (Tax ID (optional)) and your customer's details. They are saved in your browser for next time.
Add line items, or tap a quick-add suggestion.
Fix anything flagged in the compliance check.
Download the PDF free with a small footer, or remove the footer with a one-off payment or a credit.

What a quotation must include

Your business and the client's details
Quote number and date
Itemised prices with quantities
Validity date
Payment terms and what is included

Frequently asked questions

Is a quotation legally binding?

A quotation is an offer. Once the client accepts it, it can form a contract, so be clear about what is included and how long the price is valid.

How do I turn a quote into an invoice?

Open My documents, find the quote and choose "Convert to invoice". The items and client carry over.

This tool provides guidance, not tax or legal advice. Rules change; confirm with your tax authority or accountant.

Guides

Free tools

Amount in WordsRupees (lakh/crore) or dollars/pounds in words.