Free Quotation Generator & Templates

Get more business with Professional Quotation Templates.

Create Quotations & Online Estimates with Free Estimate Maker.

Quotation maker - create quotations online
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Create Quotations & Online Estimates for FREE.Create Quotation For Free

Features of Quotation Templates

make quotation online with quotation maker
Simple & Easy QuotationCreate simple-looking quotations and beautiful estimates easily without any hassle.
Create invoice from quotation with one click
Convert to Tax InvoiceOne-click invoice from the quotation already prepared. No need of entering data again.
Track quotations via mail
Track QuotationsTrack all your quotations sent via mail and get to know whether quotation is opened by the vendor not.
Customization of Quotation & Estimate
Customize Your EstimateAdd a company logo, signature, custom columns & fields, and templates to the estimate generator.
Client Management
Client ManagementManage and track brief statements of all estimates and quotations in one place.
Lead Management
Lead ManagementCreate, manage & assign all your leads from one place and directly convert leads to quotations.
Multiple business and add team members to quotation maker
Multi-Business & Team MembersUnder one account, create unlimited business and add a couple of team members to manage your quotation and leads.
Live Chat Support
Live SupportWe are always available to support you via email support and also via live chat support.

How much does it cost to create quotation?

Only Pay When You Need Premium Features.
Refrens Free Plan
Free PlanCreate up to 100 invoices and other documents in a year - completely free. Invoices, Quotations, Pro Forma, Expenses and more. No hidden charges.
Refrens Premium
Premium PlanManage your accounting at faster pace with additional premium features at minimal cost.

Our Happy Users

Aniket - Refrens Invoice Software User
Tally was too complicated for me. Zoho? too expensive. Refrens just hits that right sweet spot - It’s simple, It’s feature-rich, and it’s value for money.
AniketOwner, Spaceplexx, Coworking Space
Finding a good invoice software for my small business was a challenge. But then I found Refrens, and it's been a game-changer.
Snehal BhattOwner, Nexait LLC, Agency
Collecting USD payments was always a headache. With Refrens' online invoicing software, it’s a breeze.
NayanFounder, Sugoi Labs, Software Services Agency
As a freelancer, Refrens' free invoicing software has been a blessing. Pretty smooth & easy to use.
LinkeeFreelancer, Content Writer

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 an estimate in business?

Both quotations and estimates are the same with a minor change. A quotation that has a fixed price, whereas estimate is a document that gives an approximate cost of the job which is likely to cost. Refrens has an estimate maker that helps you build estimates instantly.

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).

Online Quotation Maker - Create Free Quotations

Quotation Meaning - 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 a quotation. Generally, a customer requests a quotation to know more about the goods or services rendered by the vendor before they commit to purchasing. Also known as a sales quotation, it holds all the detailed information about the product, price, and the total amount of the transaction.

Usually, quotations are not legally binding contracts for both parties; and however, if the customer commits to purchase the goods or services at a specified price, it is considered that the customer has accepted the Quotation. As quotations bring you a new customer and help you grow your business, it is always important to give enough time when creating a quotation.

Creating Quotation vs. Creating Estimate

Quotation sent to the customer includes product or service name, description, quantity, time, etc., and a fixed price. Meanwhile, those businesses that can't offer a fixed price don't issue any quotation to the customer. Instead, they create estimates which give an approximate cost of the job, which is likely to cost. An online estimate is also a non-legal binding contract for both parties, just like a quotation.

How to Make a Quotation with a Quotation Maker?

Guide to Create a Quotation or Estimate using Estimate Generator

In this digital era, there are many options to create quotations and estimates online. You can use online quotation software, Google Docs, Google Sheets, or you can print out any quotation format and write your quotation by hand.

Always consider two factors that can mainly affect your business while creating a quotation. First, how fast you can communicate with the customers. As mentioned before, sending quotations quickly can help you get ahead of your competition. So many businesses choose to use online quotation software like Refrens, to create sales quotations or estimates instantly and send them directly via email or even through WhatsApp.

Second, quotations are sent in a specific format using a quotation template that can immensely grow your business. Creating beautifully designed quotations with proper templates, colors, and fonts can help you acquire more clients and it also shows how professionally the business works.

Customers always try to shop for the perfect product to purchase via purchase order template and therefore they end up asking for quotations and estimates from several suppliers. Offering the right product at the right price is no more a choice. If you don’t, someone else will, so sending a sales quotation quickly and without any mistakes can help you get ahead of your competitors and show professionalism towards the customers.

How to prepare a quotation or estimate for business using Quote Builder?

Using Refrens free quotation maker, you can easily make estimates and quotations online instantly. Here is the step by step guide to create estimate.

1. Quotation Title

Whenever you create a quotation, adding the term QUOTATION or ESTIMATE is a good practice. Though it is not necessary, it still shows how professional you are with your business. By adding the title, the client will come to know what the document is about. After adding a title, you can add the company logo, and if you are a freelancer, you can add your logo.

2. Quotation or Estimate Number

In this section, you have to add the quotation number or estimate number. When every time you create a quotation, the quotation number you add should be unique. Having a unique quotation number can help you to track all the quotations and estimates easily.

A quotation number should be a combination of alphabets and numbers. There are different ways to format the number. For example, 00001 or if you want a combination, you can add 2021/QT/001, where 2021 is the financial year, QT for quotation, and 001 is the unique number. When you create the next quotation, then the number automatically changes to 2021/QT/002.

You can also add extra fields like PO Numbers for reference. When you have a reference number, you can easily refer to the previous documents, and it becomes easy to compare the previous documents with the current quotation.

3. Issue Date and Due Date

You will add the issue date on which the quotation is sent to the client, same as issue date adding due date is also important. This helps the client to know when the quotation is valid. Especially when you offer discounts, gifts on a particular product or service for a particular period of time.

4. Add Your Details (Quotation From)

This is the section, where you add all your company information or if you are a freelancer then add your information like freelancer name, address, email, phone number. If you are creating a VAT quotation then simply add a VAT number. If you want to add more details you can add that as well by using the option “Add New Field”.

5. Add Client Details(Quotation For)

Here you add all the information about your client just like you added yours. Same information like

  • Company or Client Name
  • Address
  • Email
  • Phone Number

6. Product/Service Description

The product or service you are going to offer to your customer is added in this section. It includes the product or service name, description, quantity, rate, and the total amount that will cost. You can easily customize the product/service description column as per the quotation requirement by simply using the option “Add/Rename Column”.

You can also add VAT(if applicable), by enabling the VAT you can add HSN/SAC Code, VAT Rate.

Our free quotation maker has the feature of changing the currency, changing number format, add a discount, charge additional charges and can also hide the total of your quotation.

7. Terms & Conditions

Add the terms of your company and the product or service you offer. In this section, you should clearly define the payment terms and the method of payment you are accepting from the client, whether you prefer to accept via cards, cheque, or direct deposit. You can also add the details regarding the advance payment.

Also, this is a quotation; it should have a fixed price. But in case in future, if you require any extra material or labor, then you must also add the details about it and what it will cost.

8. Additional Notes

This is a good place to detail out the work. You can add the details of the timeline and expected completion period of the project. You can also add the thank you for giving you the opportunity to quote. Now, your quotation is created. The next important step is to select the quotation template that fits your business.

9. Select Template

Always select the template that fits the nature of your business and you should be able to customize it further for professional looking and detailed information on the quotes that the client will love to have.

Using our quotation, you can choose from the host of templates and designs available. You can also change the color of the template with one click or use the “Magic Color” feature which is one of the major features which extracts the color from the logo uploaded on the quotation.

Above are the essential elements you should keep in mind when creating your quotation. Instantly make quotations using Refrens estimate maker. 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 or Estimate 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 or estimate 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 can 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 & Estimates Using the Quotation Maker?

A quotation sent to the client is not a legal document, so if the quotation or estimates get accepted by your client, you must send them a proforma invoice. Sending a proforma invoice templates to the client ensures the commitment made by the seller for the price of the products or services. It is generally sent before the work is done. Whereas some directly send an invoice to the client instead of a proforma invoice. Both the approaches are correct, but they may vary for different businesses.

So when choosing a perfect quotation software, there must be a feature of converting quotations to either a proforma invoice or invoice. So you need not create these documents from scratch, which saves your time and effort. Using quote builder by Refrens allows the user to convert quotations to proforma invoices or convert to invoices with one click. These documents get linked with each other and are easy to refer to for further understanding.

How to Customize Quotations, Estimates with Quotation Templates?

Add your logo to the quotation and build your brand by adding additional attachments like images, PDF, and many more. You can also add custom fields to add more details about the company.

It is essential to provide complete information about the products or services you will offer to your client. So having custom columns for detailing your product helps your client know more about your products and services.

You can add the product or service name alongwith the description, which will auto-suggest the description if you have added it before in the inventory system. You get the option of adding the image or PDF file of the product or service that will give an idea to the client of how the final product will be.

Select the best quotation template that suits your business needs. Refrens [estimate maker] allows users to change the quotation template colors(more than 24 colors) and also the fonts on the quotation.

Easy to add custom letterhead and footer with a variety of customizations like changing body font, heading font, options to select margins for your estimates. You can easily download and print the same estimates in different formats, the way you want.

Free Quotation Templates - Customizable Quotation Template

What are the different types of Quotation Templates?

Refrens provide multiple quotation templates for multiple purpose. 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 quotations and can use an estimate as well. Our Refrens developer has created the quotation templates like:

  • Professional Quotation Template

  • Letterhead Quotation Template

  • Classic Quotation Template

  • Business Quotation Template

  • Print-Friendly Quotation Template

Apart from the above-mentioned quotation templates you can also change the color of the quotation and choose from different profession-related templates like consulting invoice templates. You can easily add the business theme color to the quotation template.

How to format your sales quotation template?

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

Other than this quotation template must have quotation number, quotation date, your business name, your client details, service or product you are going to offer with price, 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 quotation is sent via email or in print format. Always check the quotation sent via email should look attractive to the client and try that quotation should get downloads in 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.

  • Establishing a strong relationship between client and vendor.
  • Logical estimation of the expected cost of material and profit.
  • Easy to understand the projects and allocation of labor as per the requirement.
  • Lower the risk of disputes between both parties.
  • Easy to run business by avoiding unnecessary expenses.

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 a Online Estimate using Free Estimate 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. And also estimate is the first document with which the client interacts with. 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 or 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, make 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 Estimate Maker

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 & Estimate Generator?

Full-fledged Online Quotation Generator for any businesses that issue quotations and cost estimates to the customer. With our user-friendly sales Estimate Maker, create your quotations for the products or services you provide. No re-entering of data is required for converting approved quotations to invoices using free invoice generator and can also convert to VAT invoices.

Build your brand by customizing your quotation invoice by adding a personal Logo, Digital Signature, attachments, files, terms of service. Refrens Quotation Software also supports more than 200+ countries and multiple currencies(also includes the rarest). If you have a business with global clients, you can change the currency on your quotation with just one click.

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

Benefits of Using Online Quotation Maker

There are many benefits to using an online quotation maker. Some of them are as follows:

  • Easy to generate quotations instantly.
  • No Cost - saves time and money.
  • Manage your client and add them to your portfolio.
  • Bulk Upload Quotation.
  • Track your quotation - know whether the mail is opened or not.
  • Organize all your quotations in one place.
  • Multiple Quotation Templates that fit your business.
  • The choice to send quotations - Print, Email, WhatsApp share or PDF download.

Countries Supported

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