How to make a quote or estimate
- Enter your business details, including your VAT or tax number if you are registered, and the customer's name and address.
- Add each line of work or product with a quantity and unit price. Add a discount and tax rate if needed; totals update instantly.
- Set how long the quote is valid, write your terms (deposit, payment, what is included), and add your logo.
- Press Print / save PDF. Only the document prints; choose "Save as PDF" to email it.
What a good quote includes
A clear quote wins more work and prevents arguments later. List the work in enough detail that the customer knows exactly what they are paying for, separate labour and materials where it helps, and state what is not included. Show prices before and after tax, a validity period (prices for materials change), payment terms such as a deposit and when the balance is due, and how to accept. A quote with a fixed price is usually binding once accepted; an estimate is an informed guess that can change, so use the word that matches what you mean.
Numbering quotes and keeping copies makes it easy to turn an accepted quote into an invoice and to follow up on ones that have not been answered: a polite follow-up a few days after sending often makes the difference. Your details, items and logo are saved only in this browser for next time, and nothing is uploaded.
Is a quote legally binding?
Once the customer accepts a fixed-price quote, it usually forms a contract. An estimate is not a fixed price. Check the rules in your country.
How long should a quote be valid?
Commonly 14 to 30 days, shorter if material prices are volatile.
Should I include VAT on a quote?
If you are VAT-registered, show the VAT and the total including VAT, especially for consumers, who expect to see the full price.