How to use the quotation generator
Add your business details, who the quote is for, and a line for each part of the job with a quantity and a price. Set a discount or tax if needed and check the valid-until date, which defaults to 30 days. Download the PDF and send it. When the client accepts, press Convert to invoice and the client, items, discount and tax move straight into a new invoice.
Quotation or estimate?
A quotation is a fixed price for a defined piece of work. An estimate is your best guess, and the final bill can move. Use a quotation when you can price the job exactly, and say clearly what it includes. Anything left vague in a quote tends to become an argument when the invoice arrives.
Why the validity date matters
Material prices, exchange rates and your own calendar all change. A valid-until date protects you from being held to an old price months later, and it gives the client a reason to decide. Thirty days suits most work. Shorten it when your costs move quickly, such as for imported parts or fuel-heavy jobs.
A worked example
A painter quotes for a kitchen: 3 days of labour at 250 a day is 750, and 6 tins of paint at 40 each is 240, a subtotal of 990. With 10% tax of 99, the quote total is 1,089, valid for 30 days. The client signs the acceptance line, the painter converts the quote to an invoice, and the bill matches the quote to the cent.