Quote and Estimate Generator

How to make a quote or an estimate

1. Under Quote or estimate, pick the Document title: Quote or Estimate. Check the Quote number, the Quote date and the Valid until date (30 days later by default), and add a Reference (project or site, optional) if useful.
2. Choose the Currency, the Document language (English or French), the Paper size and an Accent colour that matches your brand.
3. Under Your business, enter your Business name (or your name), address, email, phone and, if you have them, Your registration numbers (optional). Click Choose a logo image to add your logo from a local file.
4. Under Client, enter the Client name and contact details.
5. Under Items, list the materials, labour or services with a Qty, a Unit price and an optional Discount %. Hours can be decimal (for example 6.5 hours). Click Add item for each new line.
6. Choose the Sales tax: No tax, a province’s general rates, or Custom rate(s).
7. Write your Notes and Terms and conditions, check the Preview, then click Download PDF.

Quote or estimate: what’s the difference?

Both show a client what a job will cost before it starts, and the two words are often used interchangeably. In common practice, a quote is a firm price for a well-defined job, while an estimate is an approximate price that can change once the actual work, materials or hours are known. Whatever the title, say clearly in your terms what is included, what could change the price and how long the price holds. In French-speaking Quebec, a quote is usually called a soumission or devis.

Calculation details

Amounts are computed in whole cents. Each line is quantity × unit price, rounded to the cent, minus its discount. The subtotal is the sum of the lines. Each tax is the subtotal times its rate, rounded to the cent: with Quebec selected, 5 % GST and 9.975 % QST are both calculated on the subtotal (the QST is not charged on the GST). The total is the subtotal plus the taxes. For example, 12 sheets of drywall at $18.49 plus 6.5 hours of labour at $65 with a 5 % discount give a subtotal of $623.25; Ontario’s 13 % HST adds $81.02, for a total of $704.27.

The provincial presets are the general rates in force when the rates were last checked; some goods and services are zero-rated or exempt. Adjust with a custom rate if your situation is different.

Your responsibilities

This tool only lays out and adds up what you type. It gives no tax, accounting or legal advice, and it does not check whether a price, a deadline or a clause is appropriate. You are responsible for your registration numbers, the taxes you show, the prices and the conditions you offer. Some trades have their own rules for written estimates (for example consumer protection or licensing rules in your province); check them with the proper authority or a professional.

Only make quotes for your own business. Never use this generator to create fake documents, to back a fraudulent claim, or to imitate the name, logo or registration numbers of another company or organization.

Drafts and privacy

The quote is saved automatically as a draft in this browser only. Your business details and logo are also reused by the invoice generator, so accepted work can be invoiced without retyping. New quote (keep my details) starts the next quote with the number increased by one; Erase everything deletes the draft and your details from this browser. Nothing is sent to a server.