Online Quotation & Proforma Invoice Maker
A professional quotation or proforma invoice in a couple of minutes. Pick your currency, number style and date format once; add the customer and the items, choose whether tax is added, included or not charged, and set how many days the offer is valid. The tool works out line discounts, an overall discount, tax by rate, freight and the total in words, and shows the valid-until date and your terms. Print it, save it as PDF, or download it as Excel or Word. Your business details and settings stay on this device.
What's inside
- Quotation, proforma invoice or estimate from the same form
- Any currency (rupee, dollar, euro, pound, dirham, riyal and more), number style (1,234.50, 1.234,50 or Indian 1,23,450) and date format
- Valid-until date from the number of days you choose, plus payment terms, delivery terms and other conditions
- Tax optional: add tax per line, prices already include tax, or no tax; tax name of your choice (GST, VAT, sales tax) with a breakdown by rate
- Line discount, overall discount, freight or other charges, optional rounding and amount in words
- Print / Save as PDF, download .xlsx and .docx; nothing is uploaded
How to use it
- Type your business details at the top and choose your currency, number style, date format and tax name. They stay saved on this device.
- Choose Quotation, Proforma invoice or Estimate, check the number and date, and type how many days the offer is valid.
- Enter the customer's name, contact person, address and any reference such as their enquiry number.
- Choose how tax applies, then add the items with quantity, unit, rate, discount and tax rate.
- Add an overall discount or freight if needed, and edit the payment, delivery and other terms.
- Check the preview, then press Print / PDF or download the Excel or Word file.
Tips
- Keep validity short (7 to 15 days) when your own costs change often, and say so in the terms.
- Send a proforma invoice when the customer must pay in advance or needs a document to arrange payment; issue the proper tax invoice when you supply.
- Number quotations in one series (QT-001, QT-002, …) and note each one in the Lead & Follow-up Tracker with a follow-up date two or three days later.
- Tax rules differ by country and product. Use the rates your accountant confirms; this tool only does the arithmetic.
Questions and answers
What is the difference between a quotation and a proforma invoice?
A quotation is an offer: the price at which you are willing to supply, valid for a period. A proforma invoice is sent after the customer agrees, showing what the final invoice will be, often so they can pay in advance. Neither is a tax invoice.
Which currencies can I use?
Rupee, US dollar, euro, pound, UAE dirham, Saudi riyal, Qatari riyal, Australian, Canadian, Singapore and New Zealand dollars, Nepalese, Pakistani and Sri Lankan rupees, taka, ringgit, peso, rand, naira, Kenyan shilling and yen. The amount in words uses that currency's name.
What does "Prices include tax" do?
It treats the rates you type as tax-inclusive and works backwards to show the value before tax and the tax amount, so the total stays equal to your prices.
Is my data saved or uploaded?
Nothing is uploaded. Your business details, settings and the current draft are kept only in this browser on this device; clearing site data removes them. Download or print each quotation to keep a copy.