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Quotation Format

Buyers compare quotations side by side — format decides whether yours reads clearly in that comparison. Itemized scope, explicit terms, a validity date and clean totals: the format that wins evaluations. Business document tools are free for signed-in users; your records are saved to your workspace, and your region (not language) decides currency and tax options.

Anatomy of a strong quotation

Line-itemized scope (what exactly is included), unit rates and quantities, subtotal-tax-total math that checks out, payment and delivery terms, and a validity period that creates gentle urgency. Each element pre-answers a buyer's question.

Ambiguity loses deals — and margins

Vague quotes invite scope disputes later: the client assumed X was included, you priced without it. Itemized formats settle inclusions upfront — protection for both sides and a signal of professionalism.

Quote to invoice, connected

When the client accepts, the quotation's details become the invoice without retyping. Saved records keep your quote history; region sets currency and tax presentation.

Features

  • Itemized professional layout
  • Terms and validity fields
  • Accurate totals math
  • Free for signed-in users
  • Converts to invoice on acceptance

Supported formats

PDF

How it works

  1. 1

    Itemize the scope

    Items or services, quantities, rates.

  2. 2

    Set terms and validity

    Payment, delivery, quote expiry.

  3. 3

    Generate and send

    A clean PDF that survives comparison.

No general cloud storage — uploaded and processed files are temporary and deleted automatically.

Frequently asked questions