What a quote should include
Include your business name, customer name, quote number, quote date, expiry date, service or product lines, VAT, total price and payment or acceptance terms.
Browser business tool
Quotation / Estimate Builder
Create a customer-ready quote or estimate with service lines, VAT, validity dates and terms. Preview it in the browser, then export PDF, Word, Excel or HTML when you need to send or edit the file.
Browser-firstService line itemsVAT totalsPDF / Word / Excel exports
Quote details
Set up the estimate
Line item
Add services or products
Actions
Preview and export your quote
Browser drafts save only on this device/browser. PDF, Word and Excel exports are available when you need a portable copy.
Live preview
Customer-ready quotation
This tool helps small businesses produce a clean quote without fighting Word or Excel formatting.
Built for real quotation searches
Create professional quotes without fighting Word tables.
TemplatePilot's free quotation builder is for small businesses, freelancers and tradespeople who need to send a clear, well-structured price to a customer before work starts. The tool adds up line items, applies your VAT rate and shows a clean preview so you can check the quote before exporting. Export PDF for a locked customer-ready copy, Word for editable versions, or Excel when you need the full pricing breakdown.
Using a structured quote builder means every quote you send follows a consistent format. Customers get a professional document with your business name, logo, quote number and terms, which reduces the back-and-forth questions that often come from vague or poorly formatted estimates.
The quote data never leaves your browser. There is no account, no server storage and no third-party access to your pricing. If you want to continue a quote later, use the local save option to restore it on the same device.
Quotation builder guide
Build clear quotes before the work starts.
This free quotation builder helps small businesses, freelancers and trades create professional estimates without fighting Word tables or spreadsheet formatting. It is useful when a customer needs a price breakdown before approving the job.
Quote vs estimate
A quote is usually a fixed offer for defined work. An estimate is a best approximation when scope may change. This tool lets you label and structure either format clearly.
Export options
Use PDF for sending, Word for editable customer documents, Excel for pricing breakdowns and HTML when you want a lightweight browser copy.
Setting the validity period
Set a validity date so the customer knows when the quote expires. This protects you from being held to a price based on outdated costs if material or labour prices change after you send the quote.
Using VAT correctly
Set your VAT rate in the quote builder and the exported documents will automatically show the net amount, VAT amount and gross total. If you are not VAT-registered, leave the rate at zero — the quote still shows the clean pre-VAT total for your customer.
Adding your logo
Upload your business logo in the quote builder. It appears in the preview and on every exported document, reinforcing your brand when the customer receives the quote. Use PNG or JPEG for best results.
How to create a customer-ready quote
- Enter your business, customer, quote date and validity date.
- Add each product or service line with quantity and unit price.
- Check VAT, totals and terms in the live preview.
- Export the quote as PDF, Word, Excel or HTML depending on how you want to share it.
- Upload a brand logo or image to appear on the exported quote.
- Save a browser draft if you need to return to the quote later on the same device.
Can I use this quotation builder for UK VAT?
Yes. You can set the VAT percentage and include VAT totals in the quote preview and exported files.
Is the quote data uploaded to TemplatePilot?
No. The quote is built in your browser. Drafts save locally on your device/browser if you choose to save them.
Which export should I send to a customer?
PDF is usually best for sending a locked customer-ready quote. Word or Excel is better if you need an editable internal version.
How do I add my logo to the quote?
Use the brand logo input in the quote builder form to upload a PNG, JPEG or WebP image. It appears in the preview and on all exported documents.
Can I customise the payment terms?
Yes. The terms field at the bottom of the quote form lets you set your own payment terms, validity period and any additional notes before export.