Quote Generator

What is a Quote?

A quote (or estimate) is a document that outlines the expected cost of goods or services before work begins. It helps clients understand pricing and make informed decisions.

Quote vs Invoice

• Quote: Sent before work starts (proposed pricing)
• Invoice: Sent after work is complete (request for payment)

How to Create a Quote

1. Select "Quote" from the document type dropdown
2. Enter your business information
3. Add client details
4. Set quote number and date
5. Add validity period (e.g., "Valid for 30 days")
6. List items/services with prices
7. Include terms and conditions
8. Choose a template and download

Best Practices for Quotes

• Be detailed: Break down costs clearly
• Set expiration dates: Quotes should have a validity period
• Include scope of work: Define exactly what's included
• Add payment terms: Specify deposit requirements
• Follow up: Check in with clients after sending