Quotation maker
Reviewed in November 2026
Write your quotation on the sheet and download it as PDF or as an image for WhatsApp. Totals add up on their own and the quote shows the date it stops being valid.
Quotation
Your file never leaves your device.
How to make a quotation in four steps
- Add your logo, your details and the customer.
- List each item or service with a quantity and a price.
- Set the tax, the currency and the days the quote is valid.
- Download the PDF or the WhatsApp image and send it.
Fields on the quotation
| Field | What it does |
|---|---|
| Quotation number | Starts with QTN- and goes up after each download |
| Date | The day you send the quote |
| Valid for (days) | How long the prices hold |
| Valid until | The date that comes out of those days |
| Items | Description, quantity and unit price with automatic totals |
| Tax | Name and rate, with a CGST and SGST split for India |
| Payment instructions | Advance, UPI ID or bank account |
| Notes | Delivery time, what is not included, warranty |
A short line under the total reminds the customer of the validity date.
Quotation example
Quotation QTN-0018 from Pixel Studio to Greenleaf Foods. Sent 6 November 2026 and valid for 15 days, until 21 November 2026.
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Website design, 5 pages | 1 | 60,000.00 | 60,000.00 |
| Product photos | 40 | 500.00 | 20,000.00 |
| Subtotal | 80,000.00 | ||
| GST 18% | 14,400.00 | ||
| Total, INR | 94,400.00 |
50% advance to confirm. Balance on delivery.
A freelancer in the United States would pick USD and leave the tax at zero. The steps stay the same.
Quote, estimate and proforma invoice
A quotation fixes prices for a set time. An estimate gives an approximate cost that may change.
A proforma invoice comes after the customer accepts. It looks like an invoice and asks for the advance.
Common mistakes
- No validity date. Prices change and the customer holds you to the old one.
- One line for the whole job. Split it so the customer sees what each part costs.
- Tax left out. Say if the price includes tax or adds it.
- No payment terms. Write the advance and when the balance is due.
After the customer says yes
Ask the customer to confirm in writing, even on WhatsApp. Keep the quotation number in that message.
Issue the invoice with the same lines and prices. Then send a receipt for each payment.
Let the reminder go out on its own
Once the customer accepts, Makatea sends the WhatsApp reminder for the advance and for each payment after it. When the customer pays, Makatea records it. Try it free for 14 days, no card needed.
Free on Makatea: proforma invoice template · free receipt template · free invoice generator
Frequently asked questions
Is the quotation maker free?
Yes. No signup, no limit and no watermark.
How long should a quotation be valid?
Most businesses use 7 to 30 days. Set the days and the date fills in.
Can I turn the quote into an invoice?
Yes. Open the invoice generator and keep the same lines and prices.
Is a quotation a tax document?
No. It is an offer. The tax invoice comes after the sale.
Does my data leave my device?
No. Your data never leaves your device.
Your recurring collections on autopilot
Makatea sends the reminders over WhatsApp and email, records every payment and tells you who to follow up with first.
14 days free · No card
Keep reading
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Receipt maker
Make a payment receipt online with the amount in words, payment method and signature. Download it as PDF or an image for WhatsApp. Free, no signup.
Payment reminder software that stops when the customer pays
Automated payment reminders on WhatsApp and email that stop when the customer pays. Copy the free reminder templates or try Makatea 14 days free.