How to make a quotation or estimate

A quotation tells a customer what you will charge before they order. Make it here, send it as a PDF, and when they say yes turn it into an invoice with one click.

A saved quotation open in the maker, with its preview showing items, GST and total

Step by step

Choose Quotation or Estimate. Under Quotation details, Type. Each has its own number series.
Number, date and Valid until. Give a validity date (often 15 or 30 days). Add the customer's Enquiry reference if they sent one.
Customer. Pick a saved customer or type the name and address.
GST or not. Tick Show GST on this document to show tax lines like an invoice; untick for a simple price list style estimate.
Items. Description, HSN, quantity, unit, rate, discount and GST, as on an invoice.
Terms and conditions. Payment terms, delivery time, validity, freight extra or included.
Save and Share. The status starts as Waiting for reply.

Worked example

Verma Paints asks for 20 bags of wall putty. Quotation QT/26-27/S01: 20 Bag × ₹640 = ₹12,800 + GST 18% ₹2,304 = ₹15,104, valid 15 days, "Delivery within 3 days, freight extra".

Common mistakes and how to fix them

Rates shown with GST and GST added again. Rate is before GST when Show GST is ticked.
No validity date. Prices change; always give one.

Try it now: it is free and needs no login.Open the quotation maker

All help on Quotation · Help for the Nivesh Sahayak App

How to make a quotation or estimate

Step by step

Worked example

Common mistakes and how to fix them

Related help

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