Free quotation generator
Put together a quotation a client can say yes to, with a validity date and clear exclusions.
Free · No sign-up · Your file never leaves your computer
Total PKR 0.00
How to use it
- 1
Fill in your details and the client's.
- 2
Number it and set a valid until date, so the price is not open forever.
- 3
Add your lines and any tax.
- 4
Put what is excluded in the notes, then download.
When you would use this
A quotation is an offer, and that is a legal thing rather than a stylistic one. Once accepted it is generally the price, whatever happens afterwards to your costs. Everything worth knowing about writing one follows from that single fact.
A validity date is the most important field on the page. Without it your price stands indefinitely, and a client who comes back eight months later with your quotation in hand is entitled to be surprised when the number has changed. Thirty days is the usual convention. On anything involving materials whose prices move — steel, cement, timber, imported fittings — shorter is sensible, and saying so in the notes is better than hoping nobody notices.
What you exclude matters as much as what you include. Most quotation disputes are not about the items listed but about something the client assumed was covered. Site clearance, permits, statutory fees, making good after other trades, temporary works — if it is not in the price, write it down. An exclusions list looks defensive when you send it and looks like foresight three months later.
Break the work into lines a client can respond to individually. Presented as one figure, a quotation is a yes or a no. Presented as five lines, it becomes a conversation about scope, and a client who can remove one item is a client who does not walk away over the total. It also means an acceptance tells you exactly what was accepted.
When it is accepted, the quotation becomes the basis of what you deliver and eventually of what you invoice. Keeping those three documents agreeing with each other is straightforward for one job and gets steadily harder as the work proceeds and things change — which is where a generator stops being enough and a system that carries the quotation through to the invoice starts to matter.
Questions
- How long should a quotation be valid?
- Thirty days is the common default. Use less where material prices move quickly, and say why in the notes — clients accept a short validity far better when the reason is given.
- What is the difference between a quotation and an estimate?
- A quotation is a fixed offer you are expected to honour if accepted. An estimate is an informed guess and can change. Do not label one as the other — the word carries real weight if there is ever a dispute.
- Should I list exclusions?
- Yes, always. Most disputes are about something the client assumed was included. An exclusions list costs you a minute and settles the argument before it starts.
- Can I convert this into an invoice later?
- Not automatically — nothing is stored between visits. Use the invoice generator and copy the accepted lines across. Carrying a quotation through to an invoice without retyping is a job for a system with a ledger.
- Is anything I type here sent to you?
- No. The PDF is built in your browser and nothing is transmitted or stored.
Related tools
The quotation was accepted. Now what?
Ofivio turns an accepted quotation into the project's scope, its deliverables and the milestones you invoice against — so what you promised and what you bill for cannot drift apart.
See Ofivio