How the quote generator works
The quote generator turns a price you have agreed with a client into a professional quote document. Enter your business and client details, a quote number, and the date the quote is valid until, then add your line items, tax, and any discount, with your terms and a short note for the client.
The live preview updates as you type, showing the quoted total and the validity date prominently, so the client can see both the price and how long it holds. A quote is a promise at a price — putting the expiry date on it protects you if your costs change after the quote lapses.
When the client accepts, the quote becomes the basis for the invoice. The invoice generator will turn the same figures into a formal invoice, and if the job is still at the rough-figure stage rather than a firm price, the estimate generator is the right tool instead.