How do I set a validity period for my quotation?

Use the Valid Until date picker. Standard validity is 30 days, but shorter periods (14-21 days) are common in industries with volatile pricing like construction and commodities. Under contract law in most jurisdictions, a quotation is an 'invitation to treat' rather than a binding offer unless explicitly stated otherwise. Including a validity period protects you from accepting work at outdated pricing if costs have risen.

What is the legal status of a quotation vs an invoice?

A quotation is a pricing estimate presented before work begins, while an invoice is a bill for completed work. In contract law, a quotation becomes a binding contract when the client accepts it in writing. For this reason, include clear scope boundaries, exclusions, and validity periods. According to the American Bar Association, ambiguously worded quotations are a leading cause of payment disputes in small businesses. Always specify what is included AND what is excluded.

How does the discount field affect the total?

The discount is a fixed amount subtracted after tax is applied. For example, if subtotal is $500 with 10% tax and $50 discount: ($500 + $50 tax) - $50 discount = $500 total. To apply a percentage-based discount instead, manually calculate and enter the fixed amount. Note that discounting too aggressively can devalue your services — research shows that excessive discounting reduces perceived value and can make clients question quality.

What information should I include to make my quotation more credible?

Professional quotations should include: your company registration number, VAT/GST/tax ID, payment terms (e.g., 50% deposit, 50% on completion), delivery timeline, scope of work with clear deliverables and exclusions, warranty information, and acceptance signature fields. According to a study by PandaDoc, quotations with detailed scope descriptions are 40% more likely to be accepted than those with vague descriptions.

How do I handle quotation revisions and version control?

When revising a quotation, create a new version number (e.g., QT-001-V2) and clearly mark it as a revision. Include a revision history note in the Notes section. This is essential for audit trails and dispute resolution. Many businesses keep a minimum quote valid for 30 days and issue revisions when the validity expires. For complex projects, consider numbering your quotes sequentially per client for easier tracking.

Can I use this quotation for international clients?

Yes. When quoting internationally, consider: currency selection (choose the client's local currency or a stable third currency like USD or EUR), Incoterms for physical goods (FOB, CIF, EXW — these define shipping responsibility), applicable VAT/GST rules (exports may be zero-rated), and payment methods (wire transfers, PayPal, Stripe). Note that EU businesses must charge VAT at the client's country rate for B2C services, while B2B services may fall under reverse charge rules.

What are the best practices for quotation follow-up?

According to InsideSales.com, 80% of sales require 5 follow-up calls after the initial contact, yet 44% of salespeople give up after one follow-up. Best practices: send the quotation promptly (within 24 hours of request), follow up 3-5 business days before expiry, provide a brief summary of key differentiators in your email, and be prepared to negotiate scope rather than price. Quotations with a clear expiry date create urgency and improve close rates by up to 25%.

How should I price services vs products in line items?

For products, use quantity × unit price with clear SKU or model numbers. For services, use hourly rates (e.g., 10 hours × $150/hr) or fixed project fees. Consulting and professional services should always specify whether the fee is time-based or deliverable-based. A common mistake is under-specifying service scope — always include 'revisions included' counts and out-of-scope rates to prevent scope creep. The Project Management Institute reports that scope creep affects 52% of projects.

What payment terms should I offer to reduce non-payment risk?

Common approaches: full payment upfront (for new clients or small projects), 50% deposit + 50% on completion (standard for services), Net 30 for established B2B relationships, or milestone payments for large projects. According to Fundbox, invoices with specific payment terms are paid 27% faster. For first-time clients, consider requiring a 50% deposit to cover material costs. Always include late payment penalties where legally permitted.

How does the reset button work and can I recover lost data?

The reset button clears all inputs including line items, logo, currency, tax, discount, notes, and terms. A fresh quotation number is generated. There is no undo — consider downloading the PDF before resetting if you need to retain a copy. For version tracking, maintain your own record of quotation numbers and client names externally.

Generatore di citazioni

Strumenti aziendali

Genera preventivi aziendali professionali.

Informazioni su Generatore di citazioni

A free, privacy-first online tool to generate professional business quotations with pricing, terms, and company details directly in your browser.

Multi-line item support with auto-calculation. Company logo upload for branding. 30+ currency selection with custom option. Tax and discount support.

0% di caricamento · elaborazione del browser locale · i dati rimangono sul tuo dispositivo

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Pro Tips for Winning Quotations

Include scope boundaries: specifying exclusions prevents scope creep (affects 52% of projects).
Set a validity period — quotes with expiry dates close 25% faster than open-ended ones.
Use client's local currency to reduce payment friction for international deals.
Detailed descriptions increase acceptance rates by 40% compared to vague line items.
Follow up within 3-5 days — 80% of sales require 5 follow-ups, but 44% stop after one.

Upload Logo

Quotation #

Date

Valid Until

Currency *

From (Your Business) *

To (Client) *

Line Items *

1.$0.00

Tax Rate (%)

Discount ($)

Notes

Terms & Conditions

Come usare

1
Fill in your business details (company name, email, phone, registered address) in the From section and client details in the To section. Accurate information builds trust and is legally required for binding quotations.
2
Select a currency from the dropdown — 30+ currencies are supported, or choose Other for a custom code and symbol. Using the client's local currency can reduce friction and speed up acceptance.
3
Add line items using the Add Item button, entering descriptions, quantities, and unit prices. Use specific descriptions — vague items erode confidence and increase negotiation cycles.
4
Set a tax rate as a percentage, apply a fixed discount, and configure the Valid Until date. Industry standard validity is 30 days, though construction and manufacturing quotes often use 14-21 days due to material price volatility.
5
Upload your company logo for branding, and customize Notes and Terms & Conditions to clarify scope, exclusions, and acceptance procedures.
6
Click Generate Quotation to preview, then Export PDF to download. Send to your client — a professional quotation can increase win rates by up to 30% compared to informal pricing emails.

Caratteristiche

Multi-line item support with auto-calculation

Company logo upload for branding

30+ currency selection with custom option

Tax and discount support

Professional visual preview with copy

Export to PDF

Custom notes and terms

Auto quotation numbering

Tecnologia

Generazione basata su modelli utilizzando JavaScript lato client: i tuoi dati aziendali rimangono sul tuo dispositivo.

Client-Side TemplatesLato clientCaricamento zero

Perché utilizzare Generatore di citazioni?

100% gratuito e senza registrazione

A differenza di molti strumenti online che richiedono la creazione di un account, abbonamenti o impongono limiti di utilizzo dopo una prova gratuita, Generatore di citazioni è completamente gratuito e non è richiesta la registrazione. Usalo tutte le volte che ne hai bisogno senza restrizioni o costi nascosti. Dai un'occhiata al nostro strumento Generatore di fatture per funzionalità complementari.

Privacy in base alla progettazione

I tuoi file non lasciano mai il tuo dispositivo. Tutta l'elaborazione avviene localmente nel tuo browser utilizzando JavaScript lato client, il che significa zero trasmissione di dati a qualsiasi server. Questa architettura incentrata sulla privacy garantisce che i tuoi documenti sensibili rimangano completamente riservati. Scopri di più su Descrizione del prodotto Generatore per un'elaborazione simile incentrata sulla privacy.

Nessuna filigrana o pubblicità

Molti strumenti online gratuiti aggiungono filigrane ai file di output o visualizzano pubblicità intrusive. Generatore di citazioni offre risultati puliti e privi di filigrane senza interruzioni. La nostra interfaccia minimalista ti consente di concentrarti sul tuo compito senza distrazioni.

Funziona su qualsiasi dispositivo

Che tu utilizzi un computer desktop, un laptop, un tablet o uno smartphone, Generatore di citazioni è completamente reattivo e funziona perfettamente su tutti i dispositivi e le dimensioni dello schermo. Non è richiesta l'installazione di app: basta aprire il browser e iniziare a utilizzare lo strumento immediatamente. Sfoglia la nostra raccolta completa di strumenti per ulteriori utilità.

Domande frequenti

1. Fill in your business details (company name, email, phone, registered address) in the From section and client details in the To section. Accurate information builds trust and is legally required for binding quotations. 2. Select a currency from the dropdown — 30+ currencies are supported, or choose Other for a custom code and symbol. Using the client's local currency can reduce friction and speed up acceptance. 3. Add line items using the Add Item button, entering descriptions, quantities, and unit prices. Use specific descriptions — vague items erode confidence and increase negotiation cycles. 4. Set a tax rate as a percentage, apply a fixed discount, and configure the Valid Until date. Industry standard validity is 30 days, though construction and manufacturing quotes often use 14-21 days due to material price volatility. 5. Upload your company logo for branding, and customize Notes and Terms & Conditions to clarify scope, exclusions, and acceptance procedures. 6. Click Generate Quotation to preview, then Export PDF to download. Send to your client — a professional quotation can increase win rates by up to 30% compared to informal pricing emails.

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Generatore di citazioni è uno strumento online gratuito fornito da FreeAIBox. I tuoi file non lasciano mai il tuo dispositivo: tutta l'elaborazione avviene localmente nel tuo browser con zero caricamenti sul server. A differenza dei concorrenti basati su cloud che trasmettono i tuoi documenti a server remoti, questo strumento funziona interamente sul tuo computer utilizzando il calcolo locale, garantendo la completa privacy e sicurezza dei dati.

Questa architettura rende FreeAIBox ideale per ambienti aziendali con severi requisiti di conformità dei dati, inclusi GDPR, HIPAA e policy IT aziendali che vietano il caricamento di documenti sensibili su servizi cloud non autorizzati. Nessun dato lascia il tuo dispositivo: nessuna BAA richiesta, nessun problema di trasferimento dati transfrontaliero.

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Come usare

Fill in your business details (company name, email, phone, registered address) in the From section and client details in the To section. Accurate information builds trust and is legally required for binding quotations.

Select a currency from the dropdown — 30+ currencies are supported, or choose Other for a custom code and symbol. Using the client's local currency can reduce friction and speed up acceptance.

Add line items using the Add Item button, entering descriptions, quantities, and unit prices. Use specific descriptions — vague items erode confidence and increase negotiation cycles.

Set a tax rate as a percentage, apply a fixed discount, and configure the Valid Until date. Industry standard validity is 30 days, though construction and manufacturing quotes often use 14-21 days due to material price volatility.

Upload your company logo for branding, and customize Notes and Terms & Conditions to clarify scope, exclusions, and acceptance procedures.

Click Generate Quotation to preview, then Export PDF to download. Send to your client — a professional quotation can increase win rates by up to 30% compared to informal pricing emails.

Perché utilizzare Generatore di citazioni?

100% gratuito e senza registrazione

Privacy in base alla progettazione

Nessuna filigrana o pubblicità

Funziona su qualsiasi dispositivo

Domande frequenti

Altri strumenti Strumenti aziendali