Quotes Creator
Create beautiful typography for your quotes Capture the right tone or mood for your quote poster using custom fonts in Canva—there are over a hundred to choose from! The textholder tool is another useful feature for creating great typography—they’re little drag and drop morsels of expertly paired fonts you can simply edit and move around. Citation Machine®’s Ultimate Grammar Guides. Whether you’re a student, writer, foreign language learner, or simply looking to brush up on your grammar skills, our comprehensive grammar guides provide an extensive overview on over 50 grammar-related topics.
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What’s the Difference Between an Invoice and a Quote Template?
A quote and an invoice are almost the same, save for a few slight changes. For instance, some labeling is changed from “quote” to “invoice”, as the case may be. In some instances, a discount line is added. Most companies use the same quote template for their invoices, so as to keep things consistent.
When changing from a quote to an invoice, the ‘notes’ area is changed to ‘terms’, with a line where the customer can sign to accept the quoted price. However, signature lines can be removed, and it’s easy for companies to add unique terms and conditions.
Printing and Sending Price Quotes
Most price quote-related interactions happen via email, where a customer receives a PDF version of the quote. It’s important that you don’t send customers the Excel/Sheets file used to create the quote. The editable quote template is your to use, then make a PDF output and only send that.
If you use our estimate generator you can easily save your quotes as PDF. If you prefer to use the quote templates provided here, both Google Sheets and newer versions of Excel allow you to ‘export’ or ‘download as’ a PDF.
Our online templates make it easy for small businesses to send invoices and quotes. You’ll find easy-to-use templates that will give even the smallest company a polished, professional look.
It’s always best to send out estimates as soon as possible. A customer that’s asking for prices may be inquiring from different suppliers at the same time. If you give your quote ASAP then you won’t miss your window and you’ll show that you know what you’re doing.
Use our mobile app to help you send estimates on the go. You’ll be able to save frequently used items to save time. The mobile app and the generator automatically sync with each other. That way you’ll have all your quotes available on your desktop once you get to the office.
Difference between a quote and an estimate
You’ve most likely heard of both a quote and an estimate. But what’s the difference between the two? And which should you use — a quote or an estimate?
There’s only a slight difference between quotes and estimates:
- A quote means the cost is agreed upon and work can begin.
- An estimate is a preliminary document that outlines the work and approximate cost.
Prices given in quotes are binding, whereas prices in estimates are not. Which you use — quote or estimate — depends on your industry and the type of work you do. A photographer may provide a quote on a wedding shoot while a contractor may provide an estimate on bathroom remodel.
Because quotes are more binding, they can easily be transformed into a final invoice.
Other File Formats
If you’re looking for formats other than Excel or Google sheets, check out our main estimate template page. We’ve Word and Google Doc versions there too. We also offer templates for some of the documents you’ll need further down the line like invoice templates and receipt templates.
Quotation Management
Automate quotation generation and be more responsive to your customers. Open this application to manage quotes for the products and services you offer. Receive quote requests, process them, and send them directly to your clients.
Try this AppACCESS THE APPACCESS THE APPKeep pricing within reach.
Streamline quote generation.
Create full-fledged quotes with client name, quotation number, and product-related details along with personalized notes and images. Directly convert these quotes into sales orders without re-entering data and email it to your clients with a single click.
Have your entire clientele in one place.
You don't have to search through spreadsheets or multiple email threads to get client information. Store all details in a unified database and make it easy for your team and your clients to collaborate better.
Catalogue your products and services.
Add new products and services by entering the product name, rate per unit, and a unique ID. Directly retrieve product specific details from this catalogue and use them to generate quotations.
Draw insights from data-driven reports.
As your client base grows, so does that your data. Crunch numbers, map related data, and present them in a meaningful way using Zoho's comprehensive reports. Schedule appointments, search and filter client details, and compare performance stats.
Your app, your way.
Rethink customization with Zoho Creator.
This quotation management application is powered by Deluge – a low-code scripting language that uses logic to help you automate workflows. Need to include a new feature or alter an existing one? Just drag and drop fields from our intuitive builder and add a few lines of code.
Anytime, anywhere, on any device.
Stay connected to your business, no matter where you are. With Zoho Creator, the apps you build or install are automatically available on iOS and Android devices. View quote requests and communicate with your clients on the go.
Break down data silos with integrations.
Apps built on Zoho Creator are tightly integrated with other Zoho products like Books, CRM, and SalesIQ, to cover all your auxiliary needs. You can use Zapier to easily integrate this app with your existing productivity applications, or with third-party apps such as PayPal and G Suite.