Quotation maker

A quotation maker is an AI-powered tool that helps businesses create professional price quotes and estimates for products or services. It works by taking your input—client details, product/service descriptions, pricing, and terms—and automatically formatting them into a polished, professional document. Our quotation maker goes beyond basic templates by intelligently structuring information, calculating totals, applying discounts, and ensuring all essential elements like validity periods and payment terms are included. The tool streamlines the entire quoting process from data entry to final document delivery.

Yes, you have full control over quotation customization. Add your company logo, adjust color schemes, modify layouts, and include your brand elements to maintain consistency across all client communications. You can customize sections, add or remove fields, modify payment terms templates, and adjust the level of detail for different types of quotes. The system remembers your preferences for future quotations, making repeat quote generation even faster. Whether you need simple one-page quotes or comprehensive multi-page proposals, the format adapts to your needs.

A professional quotation should include: your business details and logo, client information, unique quotation number, issue date and validity period, itemized list of products/services with descriptions and unit prices, quantities and totals, applicable taxes and discounts, subtotal and grand total, payment terms and schedule, delivery or service timeline, terms and conditions, warranty information if applicable, and clear acceptance instructions. Our quotation maker ensures all these elements are properly structured and professionally presented. You can also use our text summarizer to condense lengthy service descriptions into clear, concise bullet points for your quotes.

A quotation is a formal offer with fixed pricing that you're committed to honoring if accepted within the validity period. An estimate provides approximate costs that may vary based on actual work or conditions discovered during the project. An invoice is a payment request sent after work is completed or products are delivered. Quotations establish clear expectations before any commitment is made, while invoices request payment for completed transactions. Understanding this distinction helps you use the right document at each stage of your business process and sets proper client expectations.

Yes, once a client accepts your quotation, you can seamlessly convert it into an invoice with a single action. The system transfers all relevant details—client information, itemized products/services, pricing, and terms—into invoice format, eliminating manual re-entry and reducing errors. This workflow integration saves significant time and ensures consistency between quoted and billed amounts. You can track which quotations have been accepted, converted, or are still pending, giving you complete visibility into your sales pipeline and billing process.

Our quotation maker supports multiple currencies and international formatting standards. Select your preferred currency from 50+ options, and the system automatically applies correct symbols, decimal places, and number formatting conventions. For international clients, you can specify currency exchange rates or let the system use current rates. The tool also handles different tax systems (VAT, GST, sales tax) and international payment terms. This makes cross-border quoting straightforward whether you're serving local or global markets.

Yes, the system provides quotation tracking and management features. Monitor which quotes have been sent, viewed by clients, accepted, rejected, or are awaiting response. Set automatic reminders for follow-ups before quotations expire, ensuring you maintain contact with potential clients at the right times. This tracking visibility helps you prioritize follow-up efforts and understand your quote-to-conversion rates. Combined with our business website builder, you can create a complete client portal where customers can view and accept quotations online.

Export your quotations in multiple formats to suit different needs: PDF for professional, non-editable documents perfect for client delivery; Word (DOCX) for further editing and customization; Excel (XLSX) for detailed pricing analysis and modifications; and plain text formats for easy sharing. PDF is recommended for final client delivery as it preserves formatting across all devices and prevents accidental modifications. You can also integrate with our AI design generator to create custom branded quotation templates with professional graphics and layouts.

Absolutely. All quotation data, client information, and pricing details are encrypted both in transit and at rest. We employ enterprise-grade security measures to protect your business information and maintain strict privacy standards. Your data is never shared with third parties, and you maintain full ownership and control over all quotations created. Regular security audits and compliance with data protection regulations ensure your sensitive business information remains confidential and secure at all times.

Most quotations are generated in under 2 minutes from start to finish. Simple quotes with straightforward pricing can be created in seconds, while complex multi-item quotations with detailed terms may take slightly longer. The time saved compared to manual quotation creation is substantial—what traditionally takes 15-30 minutes now happens in a fraction of that time. Once you've created your first quote, subsequent ones become even faster as the system remembers your preferences, common items, and standard terms. This efficiency allows you to respond to client requests immediately, improving your response time and competitive advantage.