Free Quotation Generator & Online Quotation Maker

Create, Download, Email: Professional Quotations Made Easy

Smarter Quotes, Swift Business: Your Quotation Generator

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Features of Quotation Maker

make quotation online with quotation maker
Effortless Quotation CreationCraft simple-looking quotations and stunning estimates effortlessly. Say goodbye to hassles and hello to easy, beautiful quotes without any fuss.
Track quotations via mail
Quotation Tracking Made SimpleMonitor all your quotations sent via email. Instantly know if your quote has been opened by the vendor. Stay informed effortlessly.
Schedule your Email and send quotation on time
Convenient Quotation SchedulingSchedule quotations for future dates using email or WhatsApp options. Plan your quotes ahead and streamline your workflow seamlessly.
Convert Estimate to Invoice
Instant Quotation ConversionConvert prepared quotations into invoices with just one click. No redundant data entry needed. Save time and enhance efficiency effortlessly.
Customization of Templates
Tailored Customization OptionsPersonalize your quotes with a company logo, signature, custom columns, and templates. Make your quotations unique and professional with ease.
Insights & Reports
Comprehensive Business ReportingAccess detailed reports for all your quotations. Easily track the status of won and lost quotes. Stay organized and informed with our comprehensive reporting features.
Multiple business and add team members to quotation maker
Multiple Businesses and TeamsHandle unlimited businesses under one account. Add team members to efficiently manage your quotations and leads. Simplify teamwork and collaboration effortlessly.
Live Chat Support
Dedicated Live Chat SupportRest easy knowing our support team is just an email or live chat away. Receive prompt assistance whenever you need it. We're here to help you every step of the way.

Frequently Asked Questions (FAQ)

What is a quotation in business?

When a supplier submits his proposed price and quantity of his products or services to the potential client is known as quotation. It holds all the detailed information about the product, price and the total amount of the transaction.

What is the difference between a quotation and an invoice?

A quotation is a document proposing the price and quantity of the products or services to the potential customer, here the work has not started yet. An invoice is a document sent once the work is completed and asking for the payment of the work.

Can I create an Invoice from a Quotation?

Yes, with one click. You can easily convert quotations to proforma invoice or a simple invoice.

Is Refrens quotation maker really free?

Yes. Creating, managing and tracking quotations & estimates are free. No hidden charges. You can create 20 documents for free.

Can I put my logo to Refrens quotation maker?

Yes of course. you can upload your logo by selecting the logo box from the top right corner. You can upload both jpg and png format.

Are there different Quotation Templates?

Yes, there are multiple templates for estimates and quotations with magic color enabled.

How can I send a quotation through this quotation generator?

Using our quotation generator, you can print quotation invoice or download as PDF and also can send via Email. We also give you the options to share your quotation invoice through WhatsApp and by shareable link(after copying link).

Will there be any ads on my quotations?

Not at all. Your invoices will carry no ads. On the free version, the documents will carry a small non-intrusive Refrens branding. It helps us spread the word and keep the free unlimited features going.

Documents of Premium customers will carry only your business' branding.

Are there different Quotation Templates?

Yes, there are multiple templates for quotation. You can also use multiple colours and fonts to make your quotation attractive.

Online Quotation Maker - Create Free Quotations

Quotation meaning - What is a quotation in business?

A quotation is a document proposing the price and quantity of the products or services sold by the seller to the potential buyer. It holds all the information of both buyer and seller with the proposed price and quantity. A quotation is generally requested by the customer to know more about the product or service offered by the seller. It gives a clear picture to the buyer of whether to buy the product or not.

Before a customer makes any purchase, they always make sure to find the best product and service at a reasonable price. So they ask for a quotation from various vendors. So sending the quotations at the right time is important. If you don’t provide the proper quotations or estimates, then someone else will. Simply creating the quotation is not enough, it should be attractive and must be error-free. A quotation is the first impression you create towards your future client.

Once the client commits to purchase the goods or services at the given price, it is considered that the client has accepted the quotation. As quotations bring you new customers and help you grow your business, it is always important to give enough time when creating a quotation.

Creating Quotation vs. Creating Estimate

Quotation includes details like product or service name, description, quantity, and a fixed price of the product. Whereas, estimates give an approximate cost that is likely to cost after the completion of the job. Estimates are created by those businesses that can’t offer a fixed price for the job. Using the Refrens quotation generator, you can create both quotations and estimates easily. The functionality of quotations and estimates are added to this quotation maker. Want to know more about quotation vs estimate then you can check out this link.

How to make a quotation with Refrens quotation maker?

Creating a quotation: Your comprehensive guide to professional quotes

In today's digital age, crafting quotations for your business has become remarkably straightforward. With a plethora of options at your disposal, ranging from online quotation software to familiar tools like Google Docs and Google Sheets, the process has never been more accessible. You can even opt for the traditional method of printing out a quotation template and penning down your quote by hand. Regardless of your approach, ensuring your quotations are not only prompt but also professionally presented can significantly impact your business. Let's delve into the essential steps of creating a compelling quotation using a quotation generator, ensuring both speed and professionalism are at the forefront of your business interactions.

1. Swift Communication with Customers

In the competitive business landscape, speed is of the essence. Swiftly sending out quotations can give you an edge over your competitors. Online quotation management systems like Refrens enable businesses to create sales quotations instantly, facilitating rapid delivery via email or even platforms like WhatsApp.

2. Professionalism Through Quotation Formatting

Quotations presented in a specific format using templates can exponentially enhance your business reputation. A well-designed quotation, incorporating appropriate templates, colors, and fonts, not only attracts potential clients but also reflects the professionalism of your enterprise.

Step-by-Step Guide to Creating a Quotation Using a Quote Builder:

1. Quotation Title

Begin by adding a clear title such as "QUOTATION" to your document. Although not mandatory, this practice demonstrates professionalism. If you are a freelancer or a business owner, consider including your logo, and reinforcing your brand identity.

2. Quotation Number

Assign a unique quotation number to each quote you create. This unique identifier streamlines tracking. You can use a combination of alphabets and numbers, such as 00001 or 2021/QT/001, where '2021' represents the financial year, 'QT' stands for quotation, and '001' signifies the unique number. Adding extra fields like PO (Purchase Order) Numbers for reference enhances document organization and comparison with previous quotations.

3. Issue Date and Due Date

Specify the issue date, indicating when the quotation was sent, and the due date, indicating the validity period. Clear timelines are especially vital when offering limited-time discounts or promotions.

4. Your Details (Quotation From) and Client Details (Quotation For)

Provide comprehensive information about your business or yourself, including name, address, email, and phone number. Similarly, gather detailed information about the client, including their company name, address, email, and phone number. These details foster transparent communication and trust.

5. Product/Service Description

Outline the products or services you are offering. Include names, descriptions, quantities, rates, and total costs. Customize this section based on your specific quotation requirements. If applicable, incorporate VAT details, such as HSN/SAC Code and VAT Rate.

6. Additional Features of the Quotation Generator

Utilize the features of your quotation generator, such as currency customization, number format adjustment, discount inclusion, additional charges, and the option to hide the total. These functionalities enhance flexibility and tailor your quotation to meet the unique needs of each client.

7. Clearly Define Terms & Conditions

Include your company’s terms and conditions, outlining payment methods accepted (credit cards, cheques, direct deposits), as well as details regarding advance payments. Clearly state that the quotation price is fixed. However, if there's a possibility of future additional costs for materials or labor, specify the details and associated expenses.

8. Additional Notes

Use this section to provide extra information, such as project timelines and expected completion dates. Express gratitude for the opportunity to quote, fostering a positive client-provider relationship.

9. Template Selection

Choose a template that aligns with the nature of your business. Opt for one that allows customization for a professional appearance. With platforms like ours, you have the flexibility to select from various templates and designs. You can even match the template color with your logo using the “Magic Color” feature, ensuring a cohesive and polished presentation.

Incorporating these elements ensures your quotation not only meets professional standards but also stands out, leaving a lasting impression on your clients. Utilize our user-friendly platform to effortlessly create quotations, incorporating these best practices. Start generating quotations that are not only easy to create but also visually appealing, setting the stage for successful business interactions. Best of all, it’s entirely free and user-friendly, making the quotation generation process seamless and efficient for all users, regardless of their experience level. Happy quoting! Above are the essential elements you should keep in mind when creating your quotation. Instantly make quotations using our platform. Easy to create. Fully-fledged quotation maker. Use quotation templates for free.

Note: If you are creating estimates, follow the above steps. The minor change is the title - it must be “Estimate” and the total amount should be an approximate cost of the job which is likely to cost.

How to send a quotation to the client?

Refrens quotation maker allows the user to send the created quotation to the customer directly via system mail. You only need to add the client's mail id and click on the Save button. The system automatically adds the subject and body of the mail. But still, you can edit both the fields. Once the quotation is sent to the customer, they can access the quotation easily with one click.

Refrens not only provide the mail option but you can also choose to send via WhatsApp or directly can share the quotation link using the copy link option. You can also download the quotation as a PDF and print it. When the client views the quotation, they also get the option of downloading and printing the quotation. Thus, you don’t need to download the quotation again for the client.

How to convert quotations using the quotation maker?

When it comes to business transactions, sending out quotations is just the initial step. It's important to note that a quotation sent to a client isn't a legal document. Even if your client agrees to the quotation, it's essential to follow up with a proforma invoice. This step solidifies the commitment made by the seller regarding the price of products or services, and it's typically sent before the actual work begins. Some businesses, however, prefer to send an invoice directly to the client instead of a proforma invoice. Both approaches are valid but can vary based on different business practices.

Selecting the Right Quotation Software

Choosing an efficient quotation software is crucial for seamless business operations. One key feature to look for is the ability to convert quotations into either a proforma invoice or a regular invoice. This capability saves you valuable time and effort by eliminating the need to create these documents from scratch.

Using Quotation Maker by Refrens

With Quotation Maker by Refrens, the process becomes incredibly easy and straightforward. This user-friendly tool allows you to convert quotations into proforma invoices or invoices with just one click. The best part is that these documents are interconnected, creating a streamlined workflow for your business.

Seamless Transition from Quotation to Proforma Invoice or Invoice

Here's how you can convert your quotations effortlessly using Quotation Maker:

Create a Detailed Quotation - Begin by creating a detailed quotation for your client. Include all the necessary information, such as products or services offered, quantities, rates, and total costs.

Click to Convert - Once your quotation is ready, navigate to Quotation Maker by Refrens. With just a simple click, transform your quotation into a proforma invoice or an invoice, depending on your business needs.

Save Time and Effort - By utilizing this feature, you save significant time and effort. There's no need to manually create proforma invoices or invoices separately. The conversion process is seamless and instantaneous.

Interlinked Documents for Reference - The converted proforma invoice or invoice remains linked to the original quotation. This interconnection makes it incredibly easy to refer back to the initial quotation for a comprehensive understanding of the agreed-upon terms.

Quotation Maker by Refrens stands out due to its user-friendly interface and efficient features. It simplifies the entire process of creating quotations and ensures a smooth transition to proforma invoices or invoices. The interconnected nature of these documents provides a clear and organized way to manage your transactions.

How to customize quotations with Refrens quotation maker?

Creating professional and personalized quotations is essential for any business. Refrens Quotation Maker offers a range of customization options, allowing you to tailor your quotations to match your brand identity and impress your clients. Here’s a step-by-step guide on how to customize your quotations effectively using Refrens Quotation Maker:

Add Your Logo and Attachments

  • Start by adding your company's logo to the quotation. This simple step helps in brand building and adds a touch of professionalism.
  • Refrens Quotation Maker allows you to attach additional files like images and PDFs. These attachments provide a visual representation of your products or services, enhancing your client’s understanding.

Utilize Custom Fields

Customize your quotation further by adding custom fields. These fields enable you to provide additional details about your company, services, or products. Comprehensive information builds trust and confidence in your clients.

Detail Your Products or Services

  • It’s crucial to provide comprehensive information about your offerings. Refrens Quotation Maker lets you add custom columns for detailing your products or services. Include the product or service name and description. If you’ve added it before in your inventory system, it will auto-suggest, saving you time and ensuring consistency.
  • You also have the option to add images or PDF files of your products or services. Visual references help clients visualize the final product, enhancing their confidence in your offerings.

Select the Perfect Quotation Template

  • Choose the best quotation template that aligns with your business needs. Refrens offers a variety of templates, allowing you to select the one that suits your brand aesthetics.
  • Customize the template colors (choose from over 24 colors) and fonts to match your brand identity. A cohesive visual appeal reinforces your brand image and professionalism.

Design Custom Letterhead and Footer

Enhance your quotations further by adding custom letterheads and footers. You can customize the body font, heading font, and margins. These customizations ensure your quotations have a consistent and polished appearance.

Download and Print Your Quotations

Once you’ve customized your quotation to perfection, Refrens Quotation Maker offers the flexibility to download and print your quotations in different formats. You can choose the format that suits your requirements, making it convenient for both digital and physical sharing.

Templates provided by Refrens quotation generator

Types of quotations can be created on Refrens

Refrens provide multiple quotation templates for multiple purposes. We provide complete freedom to our users to customize the quotation as they want. Easy to add, rename and hide the columns. One-click to add a logo to the quotation templates.

You can also hide the totals of the invoice and can use a quotation as well. Our Refrens developer has created the quotation templates like:

Sales quotation generator - Sales quotations are estimates of the costs of products or services you provide to a potential client. They outline the offerings, prices, terms, and conditions, helping clients make informed decisions.

Business quotation generator - Business quotations encompass a wide range of offerings within the business realm. They can include products, services, or even partnerships. Business quotations are versatile and can be used in various industries.

Price quotation generator - Price quotations specifically focus on detailing the prices of products or services. They provide a breakdown of costs, allowing clients to understand the pricing structure clearly.

Service quotation generator - Service quotations are specific to services offered by businesses. They outline the services provided, associated costs, and terms of service. Service quotations are commonly used by service-based businesses such as consulting firms, marketing agencies, and freelancers.

Marketing quotation generator - Marketing quotations focus on marketing services offered by agencies or professionals. They can include services related to advertising, digital marketing, social media management, and more. Marketing quotations detail the marketing strategies, costs, and expected outcomes.

Consultant quotation generator - Consultant quotations are created by consultants and advisory firms. They outline the services, expertise, fees, and terms of consultation. These quotations are essential for professionals providing specialized advice to businesses.

Freelancer quotation generator - Freelancer quotations are specifically designed for individual freelancers offering their services. They detail the scope of work, hourly rates, project costs, and any additional services. Freelancer quotations are essential for freelancers across various industries.

Refrens provides a versatile platform that caters to the diverse needs of businesses, consultants, freelancers, and marketing professionals. Whether you are selling products, providing services, or offering consultancy, Refrens allows you to create customized and professional quotations for different purposes.

Apart from the above-mentioned quotation templates you can also change the color of the quotation. You can easily add the business theme color to the quotation template.

How to format your sales quotation template?

As a quotation is not a legal document, there is no such legal rule to format the quotation. You can format it as per your requirements. However, it is good to follow some guidelines so that the potential clients can get to know that it is a quotation.

Your quotation template must have the title “Quotation” at the top so that clients get to know it is a quotation. It also becomes easy to differentiate between other documents like invoices or proforma invoices.

Other than this quotation template must have the quotation number, quotation date, your business name, your client details, the service or product you are going to offer with price, and quantity. Your contact details so that the client can connect with you if he/she is interested in the price quoted by you.

You must add your company logo or personal logo to the quotation, it helps to increase the branding of your company or as a freelancer or individual, it increases your brand value and shows the client how professional you are with the business.

You must take care when the quotation is sent via email or in print format. Always check the quotation sent via email looks attractive to the client and try that quotation should get downloads on one page having A4 size.

Why do you need to create an estimate for your business?

If you are a freelancer or running a small business, you are most likely working alone and have to do multiple tasks at a time.

Once the healthy discussion about the project ends, you can send a detailed documented estimate which saves time, effort, and energy loss. Here are some benefits stating why one should create estimates.

There are many benefits to using free estimates. Some of them are as follows:

  • No Cost Estimate

    Create quotations and estimates for free. There is no limit to create, manage, and send quotations or estimates. All the features of the quotation are free. There are no hidden charges and no signup fee. Simply create your account and start using Refrens.

  • Easy & Saves Time

    Our user-friendly estimate maker allows the user to create estimates instantly. All the data of the client is stored and is accessible which can be used further. No need to create the same invoice from scratch. Converting quotations to invoices using an online invoice generator within a second can save you time and effort.

  • Multiple Sharing Options

    Not just creating, sending estimates faster and at the right time is also important. If you don’t then your competitor will. Share your invoice either via email or WhatsApp sharing, you can also download it as a PDF or print it.

  • Free Estimate templates

    Multiple estimated templates to use. Customize as per the quotation requirement. Use magic color and add color to the quotation that suits your business.

  • Free Live Support

    Nowadays the most missing part in any other online quotation software is supported. If you are facing any issue our chat support team is always present to help you.

Types of estimate & Use cases

Approximate Estimate: It is generally considered budgeting. You don't know much about the project here, but you have done a similar project or work before. So here you give an approx. estimate to the client. This estimate is not the final one as it is used to understand how much it will likely cost to get this job done.

Detailed Estimate: You can easily convert the approximate estimate to a detailed estimate once you briefly understand the project. At this point, you know what the project is about and how you can accomplish it, so you issue a detailed estimate.

Bid Estimate: A bid estimate is used to win the projects from the clients. Here the contractor bids the best price to outperform the competitors and tries to win the project.

Quantity Estimate: This involves the quantity of all materials required to complete the project, and a quantity estimate is more similar to a quotation.

Tips to make an online estimate using Refrens free quotation generator

Researching and calculating the project estimates is more important than creating the invoice using invoicing software. Wrong estimates and all your hard work and time will be flushed within seconds. Also estimate is the first document with which the client interacts. So creating an estimate online that impresses your client is a must. Moreover, estimating the value of a project makes it a lot easier to work on the project and eventually helps in the success of the project. Here are some of the tips to follow before making an estimate.

1. Understand the Requirement

The first mistake most of them commit is not understanding the requirements. Never create an estimate before understanding the project details. Many times, clients don’t know what they exactly want. Some clients only tell you what the end result should be but don’t give enough details about the process. The only solution is to sit together and discuss the project in good detail. Also, the initial discussion can strengthen the customer-vendor relationship. In the end, make sure that both the client and you are on the same page and wipe out the unwanted conversation that can hurt the initial relationship.

2. Estimate Timeline

It is important to give an estimated due date for the completion of the project. So that your client can be aware of the due date of the project and to pay you as per the timeline you worked on that project. Be accurate with the time projection to prevent any later disputes and if you think, any possible delays can be there, you should mention the possible factors for the delay. Once the due date is fixed, don’t undervalue the completion date.

3. Estimate Cost Materials

Estimate the cost of the materials tools or manpower required for the completion of the project. Some tools you can buy at cheap value and if any tool is required only for once then you can rent it easily. But remember if the cost overheads the revenue, you can avoid or decline the project.

4. Research and Competition

Before taking on any project, do proper research about the manpower, tools, the time required to complete and check what the competition is charging for similar projects. Don't charge too high, which can lose the potential client and charging too low, which doesn't turn into profit, makes no sense.

5. Detail out Estimate

After discussing with the client and gathering all the data, create a well-formatted and documented estimate with every detail present and the estimated cost of the work so that the client can get an idea that helps him make an informed decision.

6. Schedule a Follow-up

Once the estimate is sent to the client, follow up within 2-3 days, it will remind the client to make a firm decision about the project.

Free products from Refrens other than online quotation enerator

Free Invoice Generator

Proforma Invoice Generator

Expense Management Software

Online Purchase Order

Inventory Management

Debit Note

Credit Note

Delivery Note

Payment Receipt

Why choose Refrens online quotation generator?

Full-fledged Online Quotation Generator for any businesses that issue price quotations to the customer. With our user-friendly sales Quotation Maker, create your quotations for the products or services you provide. No re-entering of data is required for converting approved quotations to invoices.

Amaze your customer by adding your business or personal logo to the quotation. Client management enables you to add and manage your clients easily. If you have a potential client abroad, you have the option to choose from 200+ countries and various currencies.

Using our quotation generator you can print quotations or download them as PDFs and also send them via Email. We also give you the option to share your quotations through WhatsApp. Refrens Quotation Maker plays a vital role for freelancers, small businesses, and entrepreneurs to make their quotation process easier without any hassle.

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