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 Including a validity period protects you from accepting work at outdated pricing if costs have risen.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.

Gerador de Cotação

Ferramentas de Negócios

Gere cotações comerciais profissionais.

Sobre Gerador de Cotação

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% upload · processamento local no navegador · dados permanecem no seu dispositivo

Rate this tool

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

Como Usar

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.

Recursos

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

Geração baseada em templates usando JavaScript do lado do cliente — seus dados comerciais permanecem no seu dispositivo.

Client-Side TemplatesLado do ClienteZero Upload

Por que usar Gerador de Cotação?

100% Grátis e Sem Cadastro

Diferente de muitas ferramentas online que exigem criação de conta, assinaturas ou impõem limites de uso após um teste gratuito, o Gerador de Cotação é completamente gratuito sem necessidade de cadastro. Use quantas vezes precisar sem restrições ou cobranças ocultas. Confira nossa ferramenta Gerador de Fatura para funcionalidades complementares.

Privacidade desde o Design

Seus arquivos nunca saem do seu dispositivo. Todo o processamento acontece localmente no seu navegador usando JavaScript do lado do cliente, o que significa zero transmissão de dados para qualquer servidor. Esta arquitetura de privacidade em primeiro lugar garante que seus documentos sensíveis permaneçam completamente confidenciais. Saiba mais sobre Gerador de Descrição de Produto para processamento similar com foco em privacidade.

Sem Marcas d'Água ou Anúncios

Muitas ferramentas online gratuitas adicionam marcas d'água aos arquivos de saída ou exibem anúncios intrusivos. O Gerador de Cotação entrega resultados limpos, sem marcas d'água e sem interrupções. Nossa interface minimalista permite que você se concentre na sua tarefa sem distrações.

Funciona em Qualquer Dispositivo

Seja usando um computador desktop, laptop, tablet ou smartphone, o Gerador de Cotação é totalmente responsivo e funciona perfeitamente em todos os dispositivos e tamanhos de tela. Não requer instalação de aplicativo – basta abrir seu navegador e começar a usar a ferramenta instantaneamente. Navegue por nossa coleção completa de ferramentas para mais utilitários.

Perguntas Frequentes

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.

Ferramentas Relacionadas

Popular

Gerador de Fatura

Gere faturas profissionais simples.

Ferramentas de NegóciosUsar Ferramenta

Popular

Gerador de Descrição de Produto

Gere descrições de produto atraentes.

Ferramentas de NegóciosUsar Ferramenta

Gerador de Pauta de Reunião

Gere pautas de reunião estruturadas.

Ferramentas de NegóciosUsar Ferramenta

Popular

Gerador de Nome Empresarial

Gere ideias criativas de nomes empresariais.

Ferramentas de NegóciosUsar Ferramenta

Novo

Gerador de Ata de Reunião

Gere modelos de ata de reunião.

Ferramentas de NegóciosUsar Ferramenta

Novo

Gerador de Resposta de Suporte

Gere respostas profissionais de suporte ao cliente.

Ferramentas de NegóciosUsar Ferramenta

Explore ferramentas relacionadas: Gerador de Fatura·Gerador de Descrição de Produto·Gerador de Pauta de Reunião·Gerador de Nome Empresarial·Gerador de Ata de Reunião·Gerador de Resposta de Suporte

Ver Todas de Ferramentas de Negócios

Mais ferramentas de Ferramentas de Negócios

Ferramentas de Negócios no FreeAIBox incluem uma gama abrangente de opções além das ferramentas relacionadas acima. Navegue por ferramentas adicionais para encontrar exatamente o que você precisa para suas tarefas de documentos, imagens ou processamento de dados.

Novo

Gerador de Slogan

Gere slogans e bordões cativantes.

Ferramentas de NegóciosUsar Ferramenta

Navegar por Todas de Ferramentas de Negócios

Explorar Categorias de Ferramentas

O FreeAIBox oferece ferramentas gratuitas em 9 categorias. Navegue por outras categorias para encontrar ferramentas adicionais que podem complementar seu fluxo de trabalho e ajudar você a realizar mais tarefas sem trocar de plataforma.

Ferramentas PDF Ferramentas de Imagem Ferramentas de Texto Ferramentas para Estudantes Trabalho e Freelancing Ferramentas para Desenvolvedores Calculadoras Ferramentas QR

Privacidade e Segurança

Gerador de Cotação é uma ferramenta online gratuita fornecida pelo FreeAIBox. Seus arquivos nunca saem do seu dispositivo – todo o processamento acontece localmente no seu navegador com zero upload para servidores. Diferente de concorrentes baseados em nuvem que transmitem seus documentos para servidores remotos, esta ferramenta roda inteiramente na sua máquina usando computação local, garantindo completa privacidade e segurança dos dados.

Esta arquitetura torna o FreeAIBox ideal para ambientes corporativos com requisitos rigorosos de conformidade de dados, incluindo GDPR, HIPAA e políticas de TI corporativas que proíbem o upload de documentos sensíveis para serviços de nuvem não autorizados. Nenhum dado sai do seu dispositivo – sem necessidade de BAA, sem preocupações com transferência transfronteiriça de dados.

Para mais informações sobre processamento baseado em navegador e padrões web, visite MDN Web Docs, web.dev ou Especificação HTML da W3C.

Carregando ferramenta...

Como Usar

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.

Por que usar Gerador de Cotação?

100% Grátis e Sem Cadastro

Privacidade desde o Design

Sem Marcas d'Água ou Anúncios

Funciona em Qualquer Dispositivo

Perguntas Frequentes

Mais ferramentas de Ferramentas de Negócios