Free quote maker

What it does

The document maker in Matching Sox Business builds one line item per document: a description, quantity and price each. You then add a discount amount, a shipping amount and a tax amount, record any amount already paid, and the preview shows the subtotal, total and remaining balance. Pick a currency (US, Canadian, euro or British pound), set a status such as Draft, Sent, Accepted, Unpaid, Partially paid, Paid or Void, and choose the Basic template, your own saved business profile, or the Yard Socket LLC sample. For a quote the date field prints as “Expires”, so the customer knows how long your price stands. When it looks right you can Download PDF, use Print / Save PDF, Save Image, or Share / Photos on a phone. Save document locally keeps it in this browser so you can edit or duplicate it later. The downloaded PDF is a clean text layout; your logo and signature image appear in the print and image versions.

Quotes work well for jobs priced once per project, such as installations, design work, repairs or catering, where the customer wants a firm number before booking you.

How to use it

1. Open the quote maker. The document type is already set to Quote.
2. Choose a template or your saved business profile.
3. Enter a quote number, today’s date and the expiration date.
4. Add the customer and describe the work with a quantity and price each.
5. Add any discount, shipping and tax amounts and check the total in the preview.
6. Download the PDF or print it, set the status to Sent, and save it locally.

Tips

• Short expiration dates protect you when material prices change.
• The Status stamp (Draft, Sent, Accepted) can be turned off in Make It Yours if you prefer a plain document.
• Put scope and exclusions in Terms / notes so the customer knows exactly what the price covers.
• Estimates and other sales documents are also available as editable templates in Business Forms.