Quote generator
Prepare a quote preview for your client
Outline scope and pricing before you commit to an invoice. This preview runs in your browser — create a free account to save quotes and convert accepted quotes to invoices.
1
Draft your scope
Add line items and validity dates
2
Send to client
Download PDF or email on paid plans
3
Record acceptance
Mark the quote as accepted in your workspace
4
Convert to invoice
Line items carry over automatically
- Draft
- Sent
- Accepted
- Converted
Quotation
QUO-000063
Valid until 28 Mar 2026
- Brand refresh — logo and colour system£2,100.00
- Printed stationery pack (letterhead + comps)£1,380.00
Accepted by client£3,480.00
Live preview
Fill in the details and click Preview to see your quote here. Nothing is saved until you register.
From quote to invoice
When your client accepts a quote, convert it to an invoice inside InvoiceX without re-entering line items. See our help article on converting quotes to invoices.