Business tool

Quote & Estimate Generator

Create itemised quotes and estimates with your logo, customer details, tax, discounts, validity dates and a downloadable PDF.

1

Document setup

Choose whether you are preparing a firm quote or an early estimate.

The standard 20% UK VAT rate is prefilled. Change individual lines where another rate applies, and only show VAT when you are entitled to charge it.
2

Who is it from and for?

Add the details your customer will need.

From
Prepared for
Your logo
PNG or JPEG, up to 20 MB. Large images are resized automatically in your browser.
3

Reference and validity

Give the document a unique number and say how long the price applies.

4

Items or services

Add the work, products or costs being offered. Prices should be before tax.

5

Terms and notes

Explain what is included and what the customer should know before accepting.

Ready to check it?The next page shows the finished quote before download.

Processed privately in your browser — your entries are not uploaded.

Choosing the document

Quote or estimate?

Use a quote for a defined offer

A quote suits work where the scope, quantities and price are sufficiently clear. State exactly what is included, how long the offer remains valid and any conditions that could change the price.

Use an estimate for an approximate cost

An estimate is more suitable when the final cost depends on information that is not yet known. Explain the assumptions, possible variations and when a firmer price can be provided.

Clear scope prevents surprises.Describe exclusions, deposits, payment stages, delivery times and the method of acceptance where they matter. Contract and tax requirements vary, so check important documents for your circumstances.

Converting it into an invoice

The preview can transfer the parties, logo, currency, tax rates, reference and line items into the Invoice Creator. The invoice number is deliberately left blank for your invoicing sequence. Any quote discount is recorded in the notes so you can apply the final agreed price correctly.

What should the terms explain?

Include the scope, assumptions, exclusions, validity period, deposit or payment stages, expected timescale and how the customer should accept where those details matter.

Does this create a legally binding contract?

The tool only formats what you enter. Whether an accepted document forms a contract depends on its wording, the transaction and the applicable law. Obtain advice for significant agreements.

Good to know

How this tool works

Choose quote or estimate, complete the five short sections and open the separate preview. From there you can download the PDF, return to edit it or transfer the details into the Invoice Creator.

Use the result as a guide.Check important financial, tax or contractual decisions with the relevant provider or a qualified professional.

Frequently asked questions

What is Quote & Estimate Generator useful for?

Create a professional quote or estimate and download it as a PDF. Check names, dates, tax treatment and totals against the records or rules that apply to your business.

Is my information stored?

The draft is kept temporarily in this browser session so the separate preview page can open it. It is not uploaded to us, and closing the browser session clears it.

How accurate is the result?

The calculation follows the assumptions shown on the page. Rounding, provider methods and real-world charges can produce small differences.

Keep going

Related tools

BusinessInvoice CreatorCreate a professional invoice with flexible tax, currency and PDF options.BusinessVAT CalculatorAdd or remove VAT and see the net, tax and gross amounts.BusinessMargin & Markup CalculatorCompare profit margin and markup or calculate a selling price.