QUOTATION
Quote ID: #QT-2026-001
| Sr. | Description of Services | Qty | Rate | Amount | Action |
|---|---|---|---|---|---|
| 1 | Website Development (E-commerce) | 1 | PK1111 | PK1111.00 |
2. Prices are valid for 30 days from the date of issue.
3. 30% advance payment is required to start the project.
4. Delivery time estimated: 4 weeks after approval.
Introduction
A Quotation (or Estimate) is a professional document that outlines the projected costs of goods or services before a deal is finalized. A Proforma Invoice is a preliminary bill sent to a buyer before the shipment of goods or performance of services. Creshy’s Quotation Generator empowers freelancers and agencies to pitch their services with confidence, providing a clear roadmap of costs and terms for potential clients.
Key Features
- Validity Tracker: Set a “Valid Until” date to manage price fluctuations and encourage faster client decisions.
- Live Discounting: Apply percentage-based discounts that update the total amount instantly.
- Professional Terms Section: A dedicated area for payment terms, delivery timelines, and project scope.
- Brand Customization: Upload your business logo and pick a theme color that matches your brand.
- Print-Ready PDF: Downloads are perfectly formatted for A4 size, ready to be emailed or printed.
Benefits
- Win More Deals: A polished, branded quotation makes a much stronger first impression than a plain email or text.
- Clear Expectations: By listing terms and conditions upfront, you prevent future disagreements with clients.
- Save Hours of Work: Skip the manual formatting in Word or Excel; generate a professional quote in under 60 seconds.
- Stay Organized: Use unique Quote IDs to track your leads and follow up on pending deals.
4Why Use This Tool?
In the professional world, how you present your pricing is just as important as the price itself. Creshy provides a streamlined, ad-free interface that focuses on speed and aesthetics. It’s the perfect middle ground between a messy handwritten note and an expensive, complicated accounting suite.
Pain Points Addressed
- “Clients keep asking for a formal price list.” Send them a professional PDF quote instead of a long, confusing email.
- “I forget to mention my terms and conditions.” Our template includes a dedicated section for your rules.
- “Calculations take too much time.” The built-in math engine handles subtotals and discounts automatically.
- “I’m worried about my client data.” Creshy is private; your data stays in your browser and is never stored on our servers.
Step-by-Step Guide (How to Use)
- Identity: Upload your Logo and enter your business contact details.
- Client Info: Fill in the “Prepared For” section with your client’s name and company.
- Validity: Choose the date of issue and the date the quote expires.
- Add Items: List your services/products, quantities, and rates. The tool calculates the total live.
- Terms: Edit the terms and conditions to match your specific project (e.g., “30% Advance”).
- Download: Click Download Quotation (PDF) and you’re ready to send it!
Example Scenario
A social media manager is pitching a 3-month package to a new client.
- Service: 12 Posts + Community Management.
- Rate: $600/month.
- Total: $1,800.
- Terms: “Quote valid for 14 days. Work starts after 50% deposit.”
- Result: The client receives a clean, professional document that builds immediate trust.
Pro Tips
- Set an Expiry Date: Always set a “Valid Until” date (e.g., 15-30 days) to protect yourself from rising costs.
- Itemize Everything: Don’t just write “Web Design.” Break it down into “UI Design,” “Coding,” and “SEO” to show the value of your work.
- Standard Branding: Keep your “Brand Color” consistent across all Creshy tools (Invoice, Receipt, Quote) for a professional corporate feel.
FAQ
- Q: Can I change this quote into an invoice later?
- A: Once your quote is approved, simply use the same details in the Creshy Invoice Generator to request payment.
- Q: Can I use multiple currencies?
- A: Yes! Use the Currency field in the settings bar for $, Rs, €, or any other symbol.
- Q: Is there a limit to how many items I can add?
- A: No, you can add as many rows as needed for complex projects.
Disclaimer
This quotation is an estimate provided for informational purposes and may not be legally binding until signed by both parties. Please consult with a legal professional for formal contract requirements in your region.