What is a quote?
A quote sets out a proposed price before a customer accepts work or a sale.
When to use it
Use it to define the planned scope, quantities, rates, validity period and terms before creating an invoice.
Next step: When a customer has accepted the proposed scope, use Convert to Invoice to carry the quote details into an invoice draft. Review the invoice date, due date, tax settings and final amounts before downloading.
Quote vs invoice vs estimate
A quote proposes a price before acceptance. An estimate communicates expected costs when the final scope may change. An invoice requests payment after work is billable. Keep the quote number on the later invoice so both parties can reconcile the trail. See invoice vs quote and the quote-to-invoice workflow.
What to include on a quote
- Seller and customer details
- Clear scope, quantities and proposed rates
- Validity period or expiry date for the offer
- Assumptions, exclusions and payment terms if known
- A unique quote number for later conversion
Key fields
- Quote No: and the date fields appropriate to this document.
- Business and counterparty details, with country and currency settings where relevant.
- Document-specific rows and optional notes, references or terms.
- Status choices: Draft, Sent, Accepted, Declined, Expired.
How to create one
- Review the editable example and enter the parties, reference and dates.
- Add or adjust the document rows; confirm quantities, amounts and country settings when relevant.
- Review the document-specific preview, then download the PDF or use Print.
Frequently asked questions
Is a quote the same as an invoice?
No. A quote proposes a price before acceptance. An invoice requests payment for billable work. Convert an accepted quote only when you reach the agreed billing point.
Can I convert a quote to an invoice here?
Yes. After the customer accepts, use Convert to Invoice to carry details into an invoice draft, then review dates, tax and totals before downloading.
Does this quote generator email the customer?
No. Download or print the quote PDF and send it yourself. The site does not process payments or host share links.
Is the free quote generator free to use?
Yes. You can create, preview and download quotes in the browser without signup for the core editor.
Related tools and guides
General information only, not legal, tax or accounting advice. Check current requirements for your location and circumstances.