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Quote PDF builder

Fill in the job, the line items, tax and deposit, and download the quote as a PDF. It is made on your phone or computer; nothing is uploaded.

Your business Business nameSaved on this device for next time. Contact detailsPhone, email, website or address: whatever the customer needs to reach you. Tax registration number (optional)Your sales-tax registration number, if you have one. Some tax rules require it on invoices, so it helps to show it on the quote too.

The customer Customer name Customer address or contact

The quote

Quote no.DateValid until

An expiry date, about 7 to 14 days out, gives the customer a reason to decide and you a reason to follow up. What they asked forOne or two sentences in their words. It shows you listened, and it reads well when they forward the quote to someone else.

Line items

Tax nameFor example GST, HST, PST or sales tax. Leave the rate at 0 if you are not registered.Tax rate (%)If two taxes apply, such as GST plus PST, enter them added together as one rate.

Deposit to book (%)A share of the total paid before the work is scheduled. Use 0 for no deposit.

Subtotal
Tax
Total
Deposit to book
Balance

Terms Not includedThe three to five things a customer is most likely to assume are included, with a price for each if you can. Payment terms How to go aheadOne action that books the job.

Quote, agreement and payment templates to go with this: The Paperwork and Payment Set, $12.99.

The order the customer reads it in. Their situation, what you will do, what is included and what is not, the price and terms, then one way to say yes. Send it the same day you get the details if you can, and follow up on day 2, day 5, day 9 and day 14 if it goes quiet.

General information for small service businesses. Not legal, tax or financial advice. Everything you type stays in this browser: it is saved on this device only and never sent anywhere, apart from the email address if you sign up.

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