SB SunnyBill

Quotation Generator

Send clients a clear, professional price quote before you start work. Add your line items and terms, then download a clean PDF - no signup, no watermark. When the quote is approved, reuse the same details to raise an invoice.

What to include in a quotation

  • Your business name and contact details
  • The client's name and the date of the quote
  • A unique quote number for easy reference
  • An itemised list of services or products with prices
  • Applicable taxes and the total estimated cost
  • Validity period and any terms or assumptions

Turn an approved quote into an invoice

Once your client accepts the quote, you can recreate the same line items in the invoice generator and issue a bill. Keeping the wording consistent avoids confusion and speeds up payment.

Common mistakes to avoid

  • Leaving out a validity date, so prices are assumed to be permanent
  • Being vague about what is and isn't included in the price
  • Forgetting to mention taxes, leading to surprise costs later

Before sending the quote

A quote should help the client say yes with a clear understanding of price, scope, and timing.

  • Define the scope

    List what is included and what is excluded so approval does not become scope creep.

  • Set a validity date

    A 15-30 day validity window prevents old prices from being treated as permanent.

  • Explain assumptions

    Mention client responsibilities, revision limits, tax treatment, and expected timeline.

  • Plan the invoice handoff

    When accepted, reuse the quote wording so the invoice lines match what the client approved.