Quotation creation guide
Free online quotation generator for quotes and estimates
Prepare a clear quotation in your browser when a customer needs pricing before confirming an order or service. Docarith helps you add itemized pricing, discount, tax, a valid-until date, notes and PDF output, then reuse the accepted quotation to create an invoice without entering the same details again.
The quotation tool is useful for service work, repairs, custom orders, bulk pricing, installation work, freelance projects and shop orders where the customer wants to review the cost before approval.
How to create a quotation online with Docarith
- Add your business name, logo and contact details.
- Enter the customer name, address and contact information.
- Review the quotation number, quotation date and valid-until date.
- Add product, service, labour or project line items.
- Apply discount and tax when they are required for the quote.
- Add notes about scope, delivery, warranty, installation or exclusions.
- Review the quotation total before saving or printing.
- Convert the quotation to an invoice after the customer accepts it.
Quotation, quote and estimate: are they the same?
Many small businesses use quotation, quote and estimate for similar pricing documents. The purpose is to share proposed pricing before the final sale. After the customer approves the quote, you can convert it to an invoice. Read more in the invoice vs quotation guide.
What should a quotation include?
A useful quotation normally includes a quote number, date, validity period, business details, customer details, products or services, quantity, rate, discount, tax, final total, notes and terms. Clear scope and pricing help the customer understand what is included before approving the work.
Why convert a quote to an invoice?
Quote-to-invoice conversion saves time and reduces re-entry mistakes. The accepted quote already contains the customer, item and total details, so it can become the payment document after approval. Learn the workflow in the quote to invoice guide.
Quotation generator FAQs
Is this quotation generator free?
Yes. The browser quotation tool is free for creating a simple quotation PDF.
Can I add tax and discount?
Yes. You can add percentage or flat discounts and show the tax percentage in the PDF summary.
Can I use it for an estimate?
Yes. You can use the quotation tool for quote or estimate-style pricing when the wording matches your business process.
Can I make the invoice later?
Yes. Save the quotation first and convert it to an invoice after customer approval.
Related guides: how to create a quotation, quote to invoice and free invoice generator.