A quote is an offer, and once it is accepted you are held to it
That difference matters, and it is worth understanding before you send one.
A quotation is a firm offer to do described work for a stated price. When the customer accepts it, you have a contract at that figure. If the job turns out to be twice the work you thought, that is your problem unless the quote said otherwise or the customer asks for something different. An estimate is not an offer, it is an opinion, and it can move.
Small firms lose money by writing "estimate" at the top of a document that reads like a fixed price, or by writing "quote" on a number they guessed. If you have not seen the job properly, use the estimate generator instead. It is worded so it cannot be read as a fixed price.
What a quote has to say to be worth having
- A validity date. Materials move. A quote with no expiry is one you can be held to in eight months when steel has gone up 20%. This one carries 30 days by default.
- What is included, in enough detail to argue from. "Supply and fit new consumer unit" invites a dispute. Line items with quantities do not.
- What is not included. Leave it off and you are arguing about it later. Making good, decoration, scaffold, permits, disposal, anything you are assuming somebody else does.
- Whether tax is on top. VAT in the UK, sales tax in the US, GST in Australia, GST/HST in Canada. In the UK that is 20% by default. In the US there is no national rate at all, since sales tax is set by state and often by city on top. Whatever it is called where you invoice from, a number that turns out to have tax added afterwards is the fastest way to lose a customer.
If it is UK construction work, check the reverse charge first
This part is UK VAT only. If you are quoting a UK VAT registered contractor who is not the end user, you almost certainly should not be adding VAT at all.
Under the domestic reverse charge, the customer accounts for the VAT instead of you, and your paperwork has to say so. Getting it wrong on a quote sets up an argument at invoice stage, because your quoted total and your invoice total will not match. Tick the reverse charge option and the wording HMRC requires is added and the VAT line comes off. It only appears once your market is set to United Kingdom: there is no equivalent for US, Australian or Canadian tax on this tool.
Numbering quotes so you can find them later
Give every quote a number and keep the sequence. When the customer rings in March about the price you gave them in November, a reference is the difference between a two-minute answer and an afternoon in your sent folder.
The tool suggests a number with the year in it, so quotes group by year on their own without you having to invent a scheme. Carry the same reference onto the invoice when the work is done and the whole job stays traceable end to end.
Download is the only button
No account, no email address, no watermark and no page limit. Your logo and company details are set once under your branding and appear on every document after that.
Everything is produced on your device. The customer's name, the site address and the price never reach a server, which matters when the figure you are quoting is commercially sensitive.
Common questions
What is the difference between a quote and an estimate?
A quotation is a firm offer to do described work for a stated price, and once the customer accepts it you have a contract at that figure. An estimate is not an offer, it is an opinion, and it can move. If you have not seen the job properly, an estimate is the honest document to send instead.
Does a quote need an expiry date?
Yes. Materials move, so a quote with no expiry is one you can be held to months later at a price that no longer covers your costs. This generator carries a 30 day validity period by default.
What should a quote include to avoid an argument later?
Line items with quantities rather than a vague description such as "supply and fit new consumer unit", and just as importantly what is not included: making good, decoration, scaffold, permits, disposal, or anything you are assuming somebody else does. It should also say plainly whether tax is on top: VAT in the UK, sales tax in the US, GST in Australia, GST/HST in Canada.
Do I need to add VAT when quoting a UK contractor for construction work?
In the UK, often not. If you are quoting a VAT registered contractor who is not the end user, the domestic reverse charge usually applies, meaning the customer accounts for the VAT instead of you. Ticking the reverse charge option adds the wording HMRC requires and removes the VAT line. It is a UK VAT mechanism, so the option only appears once you set your market to United Kingdom.
Why should I number my quotes?
So you can find them again. When a customer rings months later about a price you gave them, a reference number is the difference between a two minute answer and an afternoon searching your sent folder. This tool suggests a number with the year in it so quotes group by year on their own.
Is the information I put into a quote uploaded anywhere?
No. Everything is produced on your own device, and no account or email address is needed. Your logo and company details are set once under your branding and appear on every quote after that.