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

Frequently asked questions

What is a quotation? +

A quotation (or quote) is a document you send to a potential client before any work begins. It lists the goods or services you propose to provide and their prices, so the client can approve the cost in advance. Unlike an invoice, it is not a demand for payment.

How is a quotation different from an invoice? +

A quotation is an offer made before work starts and is usually valid for a limited time. An invoice is issued after the work is delivered and requests payment. Many businesses convert an approved quotation into an invoice once the job is confirmed.

Should a quotation include taxes? +

If you are tax-registered, it's good practice to show applicable taxes (such as GST) on the quotation so the client sees the full expected cost. You can switch this tool to GST mode to itemise tax.

How long should a quote stay valid? +

Many businesses set a validity period of 15-30 days. Mention the validity in the notes or terms so prices are not assumed to last indefinitely.