Fill in the quote below and it builds itself — totals, tax and validity dates calculated as you type. Send it while the job is still fresh in the client's mind, and turn it into an invoice the moment they say yes.
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Name, contact details and tax number so the client knows exactly who they're dealing with.
Sequential numbering keeps your records straight and makes the quote easy to reference later.
Break the work into labour, materials and any extras. Vague quotes get haggled; itemised quotes get accepted.
"Valid for 30 days" protects you when material prices move and creates a reason to decide now.
State what isn't covered. Most quote disputes are about something the client assumed was included.
Deposit required, payment schedule and how you want to be paid — agreed up front, not argued later.
Enter your business name and contact details once. The maker remembers them for the next quote.
Add each item with quantity and price. Totals and tax calculate themselves as you type.
Choose how long the quote stands and what deposit you need before starting.
Download or email the quote. When it's accepted, turn it straight into an invoice — no re-typing.
Turn any accepted quote into an invoice without re-typing a thing — then track it until it's paid.
Create an invoiceA quote template is a reusable format for telling a client what a job will cost before you start. It lists the work, the price, how long the price stands, and the terms. Using the same format every time makes you look established and saves rewriting it from scratch.
A quote is a fixed price you're committing to. An estimate is your best approximation and can change as the work reveals itself. Quotes suit well-defined jobs; estimates suit work where the scope isn't fully known. Say clearly which one you're giving — it's the source of most pricing disputes.
Thirty days is the common default, and it's usually right. Shorter if your material costs move quickly, longer for large projects with slow decision cycles. Always state the date — an open-ended quote can be held against you months later.
For anything involving materials or more than a day's work, yes. A deposit of 10-50% covers your outlay and filters out clients who were never going to proceed. State it on the quote so it's agreed before you start rather than negotiated after.
In InvoiceSonic you convert it — the line items, client and pricing carry across, and it becomes a numbered invoice you can send immediately. Invoicing the day a job finishes is the single biggest thing you can do to get paid faster.
Estimate template · Quote template (Australia) · Free invoice generator · How to ask for payment