How to make a quote
- Choose your currency and fill in your details and your client's.
- Set the quote date and "valid until" date. Prices and availability change, so say how long the quote stands.
- List the work or items, with quantities or hours and your rate. Add a discount or tax if they apply.
- Add your terms: what's included, how many rounds of changes, any deposit and when you'll invoice.
- Download the PDF and send it. When the client says yes, the invoice generator uses the same layout, so you can copy the lines across.
How the total is calculated
Worked example
Oak & Pixel Studio quotes a coffee shop for a 5-page website (£1,800.00), copywriting for 5 pages at £120.00 each (£600.00) and an online shop set-up (£650.00). The subtotal is £3,050.00. The studio is VAT-registered, so it adds 20% VAT of £610.00, for a total of £3,660.00.
Quote or estimate: what's the difference?
People often use the words loosely, so say clearly which you mean. A quote is usually a fixed price for the work described. An estimate is usually your best guess, which can change as the work goes on. If it's an estimate, say so in the notes, and say what could change the price.
Frequently asked questions
Is my quote saved online?
No. It's made entirely in your browser, and nothing you type is sent to us. Use Save draft to download a small file to your own device, and Open draft to carry on later.
Should I add VAT, GST or sales tax?
Only if you're registered for it, or the law says you must charge it. Our UK VAT calculator, Canadian GST/HST calculator and Australian GST calculator explain the rules and rates.
How do I work out what to charge?
Our project pricing calculator turns your hours, costs and a safety buffer into a fixed price, and the profit margin calculator checks what you keep.