Create a professional price quotation PDF for a prospective client: itemized pricing, an estimated GST breakdown, a validity date, and terms, ready to send before any work begins.
A quotation is an estimate sent before an order is confirmed, so the client knows what to expect before committing — an invoice, by contrast, is a formal request for payment sent after goods or services are delivered. Keeping the two documents visually distinct (and numbered separately) avoids any confusion about whether a client actually owes money yet.
Material and labour costs change, so most businesses cap how long a quoted price holds — stating that date directly on the document protects you from being held to old pricing on a quote a client sits on for months before responding.
No — it's an estimate for the client's planning purposes. The actual GST-compliant figures are calculated on the invoice generated once the order is confirmed.
Yes, add as many line items as needed — the subtotal, GST and grand total all recalculate automatically as you go.
Nothing automatic — it's just a stated cutoff so the client knows to ask for an updated quote if they're coming back after that date.
Yes, the quotation preview updates in real time as you fill in the form, so you can check the formatting before generating the final PDF.