Present prospective pricing in a clear PDF before an order is confirmed, with scope, validity, parties, tax, discount, notes, and commercial terms.
Business Document Tools
Use the Quotation Generator tool
Direct browser-to-API processing
How to use Quotation Generator
- Add the quotation number, dates, currency, seller, and customer.
- Enter proposed line items and any tax, fixed discount, notes, or terms.
- Check the estimate, generate the quotation, and download the PDF.
About Quotation Generator
A quotation communicates proposed scope and pricing before a sale, unlike an invoice that requests payment. Choosify formats the offer into an itemized document and records the validity date.
Why use this tool
- Separate pre-sale pricing from later billing.
- Show an itemized proposal with a defined validity period.
- Keep notes and commercial terms with the quoted figures.
Privacy and security
Quotation information is submitted directly by your browser to the Choosify document API. WordPress does not receive it or save it in posts, media, or uploads. API processing is temporary and follows backend behavior.
Frequently asked questions
How is a quotation different from an invoice?
A quotation proposes prices and terms before a sale; an invoice requests payment for an agreed transaction.
Can valid-until precede issue date?
No. It must be the same date or later.
Are totals calculated by the browser?
The browser shows an estimate, but the API calculates the authoritative line totals, subtotal, discount, tax, and grand total.
Is there a separate shipping field?
No. The current quotation contract supports items, tax, fixed discount, notes, and terms, but no shipping amount.