Create a quote with line items and tax
Prepare a selectable-text quote PDF with an expiry date, itemised prices and optional tax. Save it locally and duplicate it when the customer accepts.
- Free, no account needed
- Selectable PDF text
- Integer-cent totals
- Saved in this browser
Quote template: what’s different
A quote sets out proposed work and pricing before a customer agrees. Choose a clear document number, list each part of the job and give the quote a validity date.
This page starts the document tool in Quote mode. Replace the sample business and customer details, review tax settings and download a PDF to share through your own channel.
What works
- Use the notes for scope, exclusions and the acceptance process.
- Set a validity date that reflects your pricing.
- Keep your own record of any acceptance before issuing an invoice.
How to use it
- 1.Replace the sample business, customer and document details.
- 2.Add line items, tax settings, discounts and payment instructions.
- 3.Review each paper page, then download the PDF or CSV and save a browser copy.
Questions
Does a quote collect payment?
No. The tool creates a document only.
Can I turn it into an invoice?
Duplicate as new invoice keeps the details and increments the document number. Review the new dates and terms.
Is tax calculated?
Yes, from the rate and per-line tax settings you provide, using the displayed rounding rule.