How to use this quote generator
- Make sure “Quote” is selected at the top of the editor.
- Describe each part of the job so the client knows exactly what is included.
- Set how long the price is valid — 7, 14 or 30 days.
- Explain deposit and acceptance terms in the Terms box.
- Download the PDF; when it is accepted, convert it into an invoice.
Quote vs estimate
The words are often used interchangeably, but a quote usually means a fixed price for a defined scope, while an estimate is an informed guess that can change as the work goes on. Use the optional Title field to call the document an “Estimate” if that is what you are giving. Either way, be clear about what is included and what would cost extra.
From quote to invoice
When the client says yes, you don’t need to retype anything. On the free plan, switch the document type to Invoice. With Pro, use More → Convert quote to invoice: you get a new invoice with its own number, the quote number as the reference, and the original quote kept in your history.
Frequently asked questions
How long should a quote be valid?
Commonly 14 to 30 days. Use a shorter period if your costs (materials, exchange rates) change quickly. The “Valid until” date appears on the quote.
Is a quote legally binding?
It depends on your jurisdiction and on what you and the client agreed. Many businesses treat an accepted quote as the basis of the contract, so make sure it is accurate and includes your terms.
Can I include optional items?
Yes. Add them as lines with “optional” in the description, or list them in the notes so they do not count towards the total.
Can I ask for a deposit on a quote?
Yes. State the deposit in the Terms. When the deposit is paid, record it as “Deposit paid” and the quote shows the remaining balance.
Does a quote use the same numbering as invoices?
No. Quotes have their own sequence (QUO-0001, QUO-0002…), separate from invoices (INV-) and receipts (RCT-).