ToolStack › Finance & Business › Quote Generator
Business Tool

Quote & Estimate
Generator

Create a professional quote, estimate, or proposal in minutes. Add your branding, itemised pricing, tax, discounts, and an expiry date — then print or download as PDF. No account needed.

📋 Quote / Estimate
→ 🧾 Invoice → 📄 Receipt
📋Document Type
What are you creating?
Number
Issue Date
Valid Until
🏢Your Business
Business Name
Your Name / Title
Email
Phone
Address (optional)
👤Client Details
Client / Company Name
Contact Person
Email
Reference / Project
Client Address (optional)
📦Items & Services
Description Qty Unit Price Disc % Total
Subtotal $0.00
Tax
%
$0.00
Overall Discount
$
-$0.00
Total $0.00
⚙️Settings & Notes
Currency
Accent Colour
Notes / Scope of Work
Thank You / Closing Message
Live preview · updates as you type
QUOTE

Quote vs. Estimate vs. Proposal

A quote is a fixed-price commitment valid for a set period. An estimate is an approximate cost that may change. A proposal is a comprehensive document selling your services. This generator supports all three — just change the document type above.

The billing workflow

Win the client with a Quote → deliver the work → send an Invoice requesting payment → once paid, issue a Receipt as proof of payment. ToolStack covers every step — use the Convert to Invoice button above once work is approved.

What makes a good quote?

Include your business details, the client's name, an itemised breakdown of costs, your total price, an expiry date (typically 30 days), and clear payment terms. A professional format signals credibility and reduces the chance of disputes later.

Quote expiry dates

Always include a validity period — typically 14–30 days. This protects you from price changes in materials or labour, creates urgency for the client, and gives you a professional reason to follow up if you haven't heard back.

Frequently Asked Questions
What is the difference between a quote and an estimate? ▾
A quote is a fixed price — once accepted, you're bound to deliver at that price. An estimate is an approximation that may change as the scope becomes clearer. Use quotes when you know exactly what's needed; use estimates for complex projects where unknowns exist. Both are created identically with this tool — just change the label.
How do I convert a quote into an invoice? ▾
Click the "Convert to Invoice" button above. This opens the Invoice Generator with your quote data pre-filled (via URL parameters). Simply update the document number and date, then save your invoice. This keeps your billing workflow fast and consistent.
Is this quote legally binding? ▾
A quote becomes legally binding when the client accepts it in writing (email confirmation counts). The document itself is a professional record of what was offered and at what price. For large projects, consider following up with a separate contract that references the quote number. Always consult a legal professional for high-value engagements.
How do I save the quote as a PDF? ▾
Click "Print / Save PDF." In the browser print dialog, change the destination to "Save as PDF" (Chrome/Edge) or select "PDF" from the printer dropdown (Safari/Firefox). The editor form is hidden automatically — only the clean quote document is saved. No watermarks, no branding from ToolStack.
How do I add a discount to a line item? ▾
Each line item has a "Disc %" column. Enter a percentage discount for that specific item — for example, entering 10 applies a 10% discount to just that line. For a whole-quote discount, use the "Overall Discount" field in the totals section instead.
Related Tools
🧾
Invoice Generator
PDF · No watermark · Logo upload
→
🧾
Receipt Generator
Printable PDF · No watermark
→
⚖️
Break-Even Calculator
Units · Revenue · Contribution margin
→
📈
Profit Margin Calculator
Gross · Net · Markup · All in one
→
How to Create a Quote or Estimate

Generate a professional client quote with line items, totals, and expiry date — downloadable as PDF.

01
Enter your business details
Your name, company, address, and contact information appear in the quote header. Add a logo for a more professional appearance.
02
Enter client details
Client name and company. If you're sending multiple quotes to the same client, these stay filled in between quotes.
03
Set the quote number and validity
Quote numbers should be sequential. Set an expiry date — 14–30 days is standard. Expiry creates urgency and protects you from being held to prices that may change.
04
Add your line items
Description, quantity, and unit price for each item. Be specific about deliverables, timelines, and what's included — this becomes the basis of the contract if accepted.
05
Add terms and notes
Include payment terms, revision limits, what's excluded, and any important conditions. Clear terms prevent disputes later.
06
Download and send
Download as PDF and email to your client. Follow up within 3 business days if you haven't heard back.
💡
💡 A quote accepted by the client (in writing) is legally binding in most jurisdictions. Keep accepted quotes with your business records alongside the resulting invoices.