Formats & documents
Quotation Template
A priced quote you give a client before a job, with a validity date, built and totaled in your browser.
- What is a quotation?
- A quotation is a priced offer you give a client before work begins, showing the expected cost. Receipt Caker builds one in the browser with itemized prices, a total, and a validity date.
- How is a quotation different from an invoice?
- A quotation comes before the work and proposes a price; an invoice comes after and requests payment. A quote is an offer the client can accept, not yet a demand to be paid.
What to include on a quotation
What you can do
- Itemized pricing so the client sees the breakdown
- Totals and tax calculated as you type
- A validity date field for the offer
- Live preview of the finished quotation
- Free PNG export with no signup
- Pro PDF export and logo upload
What a quotation is for
A quotation sets out the expected cost of a job before it starts. It lets a client see the price, weigh it up, and decide whether to go ahead, so both sides agree on the numbers before any work is done.
Because it is an offer rather than a bill, a quotation is not yet a request for payment. If the client accepts, the work proceeds and an invoice follows later to actually collect what is owed.
Why a validity date matters
Prices can change, so a quotation usually carries a validity or expiry date. It tells the client how long the quoted price holds, which protects you if costs rise and encourages a timely decision.
In Receipt Caker you add the validity date yourself. Stating clearly when the quote expires avoids awkward conversations if a client tries to accept an old price weeks or months later.
Pricing the job clearly
Add a row for each part of the job with a description, quantity, and rate. Receipt Caker multiplies each line and keeps a running subtotal, then applies any tax to show the quoted total.
An itemized quote is easier for the client to trust. When they can see what each element costs, they are more likely to accept, and there is less room for disagreement once the work begins.
Exporting and turning it into an invoice
When the quote looks right, export a free watermarked PNG or a Pro PDF with your logo to send to the client. The itemized layout carries straight into the exported file.
If the client accepts, you can build a matching invoice in Receipt Caker using the same figures. The tool creates the documents but does not send them, process payment, or track acceptance, so follow-up stays with you.