Quote to PDF
Prepare a sales quote with line items, tax and an expiry date, and send it for approval before the order moves ahead. Everything is created in your browser.
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Try an example
Choose Fill in an example: three packs of paper at 12.50 and three ink cartridges at 32.50 give a subtotal of 135.00, tax at 10% of 13.50 and a total of 148.50.
What to expect
Amounts use two decimals. Each line is quantity × unit price, rounded half up to the cent; tax is the rate applied to the subtotal and rounded the same way. Quantities can have up to three decimals, for example 1.5 hours.
The PDF uses the standard Helvetica font for English and Western European text and embeds Noto Sans fonts for other Latin, Greek, Cyrillic, Hebrew, Arabic, Chinese, Japanese and Korean letters. If you type characters these fonts cannot write, such as emoji, the page names them and does not create the file. The layout is a plain professional template; check tax rules and required invoice details for your country before sending.
Your entries are kept only while this page is open. Reloading or closing the page clears them.
A practical guide
Create a quote for approval
- Fill in the quote number, customer and valid-until date.
- Add the products or services and the tax rate.
- Create the PDF and send it for sign-off.
Try this example
Quote 25 licences at 18.00 with 8% tax; the PDF should show 450.00, tax of 36.00 and a total of 486.00, valid for 30 days.
Before you start: A quote is not an order or invoice; check local tax rules, and download the PDF because entries are not stored.