What Is a Quotation?
A quotation is a business document that provides a proposed price and terms to a potential customer before a transaction takes place.
A quotation typically includes information such as:
- Products or services
- Quantity
- Price
- Discount
- Tax
- Payment terms
- Quotation validity period
- Company information
- Customer information
- Additional terms and conditions
A professionally prepared quotation makes it easier for customers to understand what is being offered, how much it costs, and under what terms the offer is valid.
What Is a Quotation Generator?
A quotation generator is a tool that helps businesses create professional quotations based on information entered by the user.
Instead of creating a quotation manually from scratch every time a customer requests a price, you can use a quotation generator to organize the information and generate a professional document more efficiently.
FariDocs Quotation Generator is designed to help businesses create professional price quotations and generate a PDF document that is ready to share with customers.
Why Is a Quotation Important for Your Business?
A quotation is an important part of the sales process because it formally communicates your proposed products, services, prices, and commercial terms to a potential customer.
A typical sales workflow may look like this:
Customer
↓
Inquiry
↓
Quotation
↓
Negotiation
↓
Sales Order
↓
Delivery
↓
Invoice
A well-structured quotation helps customers clearly understand the products or services being offered before proceeding with the transaction.
FariDocs Quotation Generator Features
1. Quotation Number
A quotation number helps businesses organize and track their sales documents.
The quotation number can be generated according to your workflow and can be edited when necessary.
For example:
QT-2026-0001
Using a consistent numbering system makes it easier to identify and manage quotations.
2. Quotation Validity Period
A quotation can include a validity period to specify how long the proposed price remains valid.
For example:
Quotation Valid Until: August 31, 2026
This is particularly useful when product prices, exchange rates, service fees, or commercial conditions may change over time.
3. Payment Terms
Payment terms can be included in the quotation to clearly communicate the expected payment conditions to the customer.
Examples include:
- Full payment in advance
- 50% down payment
- Payment upon delivery
- Net 14 days
- Net 30 days
Clearly defined payment terms can help reduce misunderstandings during the sales process.
4. Automatic Calculation
FariDocs helps calculate quotation values based on the information entered.
The quotation can include:
- Subtotal
- Discount
- Tax
- Additional charges
- Grand Total
For example:
Subtotal
− Discount
- Tax
= Grand Total
This makes it easier to prepare quotations without manually calculating every line item.
5. Live Preview
Before generating the final document, users can review the quotation through the preview feature.
This allows you to check:
- Customer information
- Product or service details
- Prices
- Quantity
- Discount
- Tax
- Total amount
- Payment terms
- Notes
- Company information
Reviewing the quotation before sending it helps reduce administrative errors.
6. Company Branding
Add your company's identity to the quotation to create a more professional appearance.
Depending on the available configuration, you can include:
- Company name
- Company logo
- Address
- Phone number
- Email address
- Website
- Business information
Consistent branding can make your quotation look more professional and recognizable.
7. SmartFit Layout
FariDocs includes SmartFit to help adjust the quotation layout when the amount of information becomes longer.
This is useful when a quotation contains:
- Multiple products
- Long product descriptions
- Additional terms
- Detailed notes
- Multiple payment conditions
Instead of manually adjusting the document layout, SmartFit helps keep the quotation organized and readable.
How to Create a Quotation Online with FariDocs
Creating a quotation with FariDocs is designed to be simple.
Step 1 — Select Quotation
Open FariDocs and select the Quotation Generator.
Step 2 — Enter Your Business Information
Enter your company details, such as:
- Company Name
- Address
- Contact Information
- Website
- Company Logo
This information will be displayed on the quotation.
Step 3 — Enter Customer Information
Enter the information of the potential customer.
For example:
- Customer Name
- Company Name
- Address
- Phone Number
- Contact Person
Accurate customer information helps ensure that the quotation is addressed to the correct recipient.
Step 4 — Add Products or Services
Add the products or services you want to offer.
Enter details such as:
- Product or Service Name
- Description
- Quantity
- Unit Price
For example:
Product / ServiceQuantityUnit PriceTotalSoftware License5$200$1,000Installation Service1$150$150The quotation generator can then calculate the applicable totals.
Step 5 — Add Commercial Terms
Add the relevant terms and conditions, such as:
- Quotation validity
- Payment terms
- Delivery terms
- Warranty terms
- Notes
- Other conditions
These details help customers understand the conditions associated with your offer.
Step 6 — Review the Preview
Review the quotation before generating the final document.
Make sure that:
- Customer information is correct
- Product information is correct
- Prices are correct
- Quantity is correct
- Discount is correct
- Tax is correct
- Total amount is correct
- Validity period is correct
- Payment terms are correct
Step 7 — Download the Quotation PDF
Once everything is correct, generate the quotation as a PDF document.
FariDocs provides an A4 PDF format that can be used for:
- Printing
- Customer communication
- Internal business documentation
- Sales administration
Who Should Use a Quotation Generator?
A quotation generator can be useful for businesses and professionals that regularly provide prices to potential customers.
Freelancers
Freelancers can create professional quotations for:
- Graphic design
- Web development
- Programming
- Consulting
- Photography
- Video production
- Copywriting
- Translation
Agencies
Digital and creative agencies can use quotations to present service packages and project pricing to clients.
Examples include:
- Digital Marketing Agencies
- Web Development Agencies
- Advertising Agencies
- Design Agencies
- Software Development Companies
Suppliers
Suppliers can use quotations when offering products to customers or business partners.
For example:
- Office equipment
- Software licenses
- Hardware
- Industrial products
- IT products
- General supplies
Distributors
Distributors dealing with multiple products and customers can use quotation generators to prepare price offers more efficiently.
Contractors
Contractors can create quotations for projects, services, installation, and maintenance work.
Examples include:
- Construction
- Electrical
- IT
- Interior
- Mechanical
- Maintenance
Small and Medium Businesses
SMEs and small businesses can use FariDocs to create professional quotations without requiring complicated business software.
Quotation Generator vs. Word or Excel Templates
Using a Word or Excel template can be useful, especially for businesses that only create a few quotations.
However, manually managing templates can become more complicated as the number of quotations increases.
You may need to:
- Maintain the document layout
- Update formulas
- Adjust tables
- Calculate totals
- Update customer information
- Maintain quotation numbering
- Fix formatting
- Adjust the layout when descriptions become longer
A quotation generator provides a more structured approach.
With FariDocs, you can focus on entering your business information rather than designing the quotation document from scratch.
The Live Preview and SmartFit features can also help maintain a professional document layout.
Create More Professional Business Quotations
A quotation is more than just a price list.
It is also part of your company's professional image.
A clean and well-structured quotation can communicate that your business is:
- Professional
- Organized
- Reliable
- Transparent
- Serious about doing business
For this reason, your quotation should clearly present:
Company Identity
↓
Customer Information
↓
Products / Services
↓
Pricing
↓
Discount & Tax
↓
Total Amount
↓
Payment Terms
↓
Quotation Validity
↓
Additional Terms
Quotation Generator for Small Businesses
For small businesses, creating professional quotations is an important step toward digitalizing sales administration.
Instead of repeatedly creating documents manually, businesses can use FariDocs to simplify the process:
Enter Data
↓
Calculate
↓
Preview
↓
Generate PDF
↓
Send to Customer
This workflow can save time and provide a more consistent quotation format.
Quotation Generator for Sales Teams
Sales teams can use quotations as part of their customer acquisition and sales workflow.
A quotation can become the bridge between:
Customer Inquiry
and
Sales Order
For example:
Lead
↓
Customer
↓
Quotation
↓
Negotiation
↓
Sales Order
↓
Delivery
↓
Invoice
This makes the quotation an important business document within the overall sales process.
FariDocs as a Business Document Platform
FariDocs is designed to go beyond simply generating quotations.
A quotation can become part of a broader business document workflow.
For example:
Customer
↓
Proposal
↓
Quotation
↓
Sales Order
↓
Delivery Note
↓
Invoice
↓
Payment Receipt
This approach allows businesses to gradually move from individual document generation toward a more structured Business Document & Transaction Management Platform.
Create Professional Quotations with FariDocs
Whether you are a freelancer, startup, SME, supplier, distributor, contractor, agency, or established company, a professional quotation can make your sales process more organized.
With FariDocs Quotation Generator, you can:
✅ Create quotations online
✅ Add company information
✅ Add customer information
✅ Add products and services
✅ Calculate subtotal, discount, and tax
✅ Set quotation validity
✅ Define payment terms
✅ Preview your quotation
✅ Use SmartFit for longer content
✅ Generate an A4 PDF quotation
Conclusion
An online quotation generator can help businesses create professional price quotations faster and more consistently.
Instead of creating every quotation from scratch using Word or Excel, you can use FariDocs to enter your business and customer information, add products or services, review the preview, and generate a professional quotation PDF.
For freelancers, SMEs, suppliers, distributors, agencies, contractors, and businesses, FariDocs provides a simple way to improve the quotation creation process and support a more organized sales workflow.
Create Your Quotation with FariDocs
👉 Create a Free Quotation with FariDocs
Simple. Professional. Digital.