Win the job before it starts. Put together a clear, branded price quote with itemised costs, your currency and your tax, then attach a deposit so the customer commits up front. When they accept, the estimate becomes an invoice without retyping a line.
A premium quote makes a small business look like a big one. Clients notice.
Set a 50% deposit (or any percentage) and Remit prints the deposit and balance terms clearly.
Use your own alphanumeric quote references, or let Remit number them for you.
Keep every company you run and every client in a single free account.
Add your logo, contact details and currency once so every quote you send looks established and consistent. This is what makes a small operation read as a serious one to a prospect who is comparing options.
Choose the client and let Remit number the quotation for you, or type your own reference. A numbered quote is easy for both sides to track through to the order.
List each item or stage with its cost, set your tax, and add a deposit term if you want the customer to commit with part payment. A 50 percent deposit to confirm the booking is a common and reasonable ask.
Download the branded PDF and send it. When the customer says yes, turn the accepted quotation into an invoice without retyping a single line, so nothing falls through the gap between winning the job and billing for it.
Clean, colourful and professional. Preview any one, then open it ready to fill in.
10 free quotation templates. Click one to preview it larger, then use it.
These words get used interchangeably, but they carry slightly different weight. A quotation is a firm price you are offering to hold, usually for a set period. An estimate is a considered best guess when the final figure may move, for example if materials or scope are not fully known. A proforma invoice is a full invoice in every detail except that it is issued before payment, often so a customer can arrange funds or clear customs.
Remit handles all three from one place. You control the wording, the validity period and whether a deposit is attached, so you can send a firm quote, a softer estimate, or a proforma without switching tools.
Winning the work is only half the battle. Getting the customer to commit is the other half, and a deposit is the cleanest way to do it. Asking for part payment up front filters out tyre-kickers, protects you against a cancellation after you have bought materials or blocked out time, and improves your cash flow before the job even starts.
On a Remit quotation you turn on a deposit, set the percentage, and the deposit and remaining balance are calculated and printed in clear terms. The customer sees exactly what to pay now and what to pay on completion, which removes the awkward conversation later.
A quotation is a price offer you send before the work. An invoice is the request for payment after you agree. Remit does both, and converts one into the other.
Yes. Turn on a deposit, set the percentage and edit the wording, for example 50% to confirm the order and 50% on delivery.
Yes. Unlimited quotations and clients at no cost.
Two to four weeks is common. You can state a validity period on the quotation so the price is not open ended and the customer has a reason to decide.
No. Send the PDF and take acceptance however suits you, by email or in person. When they agree, convert the quote to an invoice in Remit.
Yes. An accepted quotation becomes an invoice without retyping the lines, so your numbers stay consistent from quote to bill.
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