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Create a quote or estimate

Group the work into sections such as labour and materials, mark extras as optional and set how long the quote is valid. The preview shows the total with and without the extras.

Runs on your device
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How to use

  1. Enter details and add items; mark extras as optional.
  2. Set validity and terms.
  3. Download the PDF; convert it to an invoice later with one click.

Worked example

A kitchen repaint quote with labour (16 h × $45 = $720), paint (4 × $38 = $152) and an optional ceiling item ($180) totals $872.00 without the option and $1,052.00 with it.

Supported formats and limits

InputBusiness and client details, items
OutputPDF, JSON draft
EngineShared document engine with the invoice generator

Limitations

  • This creates a document; it does not collect signatures or payment.

Questions

How are optional extras totalled?

Optional items are priced and listed but left out of the main total. In the example, labour 720.00 and paint 152.00 give 872.00, and adding the optional 180.00 ceiling gives 1,052.00. Discount and tax apply the same way as on an invoice.

Can I turn an accepted quote into an invoice?

Yes. Convert to invoice opens the invoice generator with the same items. If the quote has optional extras, you choose which ones the client accepted; the invoice gets the next invoice number saved in this browser.

Privacy

Runs on your device. Files and text are processed in this browser tab and are not uploaded.

See the privacy policy for how toolsdocks handles data.