Quotation Generator

1. Enter your business details and logo, then the client’s name and address.
2. Add each item or service with a clear description, HSN or SAC code, quantity, rate and GST rate. Show any discount as its own line so the client sees it.
3. Edit the terms: how long the quote is valid, advance and payment schedule, delivery time and warranty.
4. Print the quote or save it as a PDF and send it to the client.
5. When the client accepts, switch the document to a GST invoice. Your items and prices carry over, so you do not re-type anything.

• Quote number and date, so you and the client can refer to it later.
• Validity period, usually 15 or 30 days. Material prices change; this protects you from being held to an old rate.
• Itemised prices with GST shown separately. A client comparing quotes needs to know whether your price includes tax.
• Delivery or completion timeline, and who pays for transport.
• Payment terms, for example 50% advance and the balance on delivery.
• Exclusions: anything the client might assume is included but is not.

A quotation is an offer. It creates no GST liability and does not need to follow your invoice number series. A proforma invoice is a more formal version of the same offer, often used when the buyer needs it to arrange payment or a loan; it is still not a tax document.

The tax invoice is issued when you actually supply the goods or services, and that is when GST becomes payable. If you are ready to bill, use the GST invoice generator instead.