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Document editor

Build your quote

Work through each section. Your preview updates as you type.

Document detailsType, number and dates

Document type Currency Reference number Issue date Supply dateUse for invoices when it differs from the issue date. Valid until

Your businessName, contact details and logo

Business or trading name Your name (sole traders) Business address Email or phone VAT number (if registered) Logo (optional, stays in this browser)

CustomerWho this quote is for

Customer or company name Customer address

ItemsWork, products, prices and tax

Additional costOptional shipping or other charges

Shipping or other cost Tax on additional cost (%)

Finishing detailsNotes and payment instructions

Notes Payment instructions

Preview

Live preview

Updates automatically while you edit.

Quote

Quote 0001

From

To

Items and calculated amounts
Description	Qty / unit	Unit price	Discount	Tax	Net	Total

Items before discount
Discount
Additional cost
Net total
Tax
Total

Notes

Payment instructions

A clearer quote

Make the proposed work easy to understand.

Define the scope

Use specific line items and notes so the customer can see what the price covers.

Set a validity date

A valid-until date makes it clear how long the proposed price and terms remain open.

Record what happens next

Explain how the customer should approve the quote and when an invoice or deposit will follow.