PDF quotesA proper PDF with every emailed quote.
Some customers want something to print, forward to a partner or keep on file. Every quote you email goes with a PDF attached, set out properly with your logo on it.
Made for you, every time
Attached without asking
Send a quote by email and the PDF goes with it. There is nothing to export, save or attach.
Your name on the top
Your logo and your business details. Your company number and VAT number too, if you have them.
Everything the customer needs
Quote number and date, who it is for, the job, how long it should take, the price table, VAT and total, when the price is valid until and your payment terms.
Yours to download
Tap PDF on any quote to get a copy for yourself, to print, file or send on.
The detail
Exactly what it does, and what it doesn't.
- When it is made
- Each time you send a quote by email, and whenever you tap PDF on a quote.
- Your details
- Your logo and business details. Company registration number and VAT number if you have added them.
- Quote details
- Quote number, date, customer, job title and estimated duration.
- Prices
- The pricing table, then subtotal, VAT and total.
- Terms
- The date the quote is valid until, and your payment terms.
- Quote numbers
- Your business's initials and a running number, like PP-0007. QuoteMate numbers them for you.
- Layout
- One clean design with your logo. There are no templates to choose or set up.
- Not on the PDF
- The job address and your notes.
- WhatsApp and text
- These send a link to the quote online. To send the PDF that way, download it and attach it yourself.
Questions
Does my customer get a PDF?
Yes, when you send the quote by email. The PDF is attached automatically. WhatsApp and text send a link to the quote online instead.
Is my logo on the PDF?
Yes. Upload your logo in your business details and it appears on the PDF, the email and the online quote.
Can I download the PDF myself?
Yes. Tap PDF on any quote to get a copy you can print, file or send on.
What is on the PDF?
Your business details and logo, the quote number and date, the customer, the job, the estimated duration, the price table, subtotal, VAT and total, the valid until date and your payment terms.
Can I change the design?
There is one clean layout, with your logo and details on it. There aren't any templates to pick from, so there is nothing to set up.
More of what you get
Voice quoting
Describe the job out loud and get an itemised quote, using only the prices you said.
Enhance
One tap turns rough line descriptions into clear, professional wording. Prices stay as they are.
Send and accept
Email, WhatsApp, text or a link. Your customer accepts with a tap and you hear straight away.
VAT and itemised pricing
Price each item or the whole job. Switch VAT on and every quote shows subtotal, VAT and total.
How to write a quote for a trade job
A plain-English guide from the QuoteMate team.
