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How to make a quote online

QuoteSketch is an online quotation maker that runs in your browser. Here is how to make a quote with it: the first two steps happen once, and every quotation after that starts from them.

1

Set up your company profile and logo

Add your company name, address, tax number and bank details, and upload a logo or a full width letterhead. You do this once.

Quotation settings: the Company section with currency, company name, address, phone, email and tax ID, and a logo and a letterhead uploaded under Branding.
2

Add your clients and items

Save the customers you quote and the products and services you sell, each with its price. Already have a list? Import it from an Excel sheet.

The Clients page with the Import clients from Excel dialog open: choose a filled-in .xlsx file, or download the template first.
3

Create the quotation with a live preview

Work down the numbered sections. The A4 quotation builds itself beside the form, and the totals and tax are worked out as you type.

The Quote Builder: the numbered form on the left and the live preview of the A4 quotation on the right.
4

Choose a design and a document title

It is a quote and estimate maker in one. Signed in, pick Classic, Modern, Minimal or one of your own designs, and title the document Quotation, Estimate, Proposal or a heading you type.

See the designs
The Designs page: the document title list open with Quotation, Estimate, Proposal and other titles, above the Modern design and a design of your own under My designs.
5

Download, print or share

Download the PDF or print it. The PDF matches the preview page for page, and in the Android app Share sends the same file.

The first page of a finished quotation PDF, with a Downloaded file chip, a Print button for A4 and a Share sheet offering Email, Messages, Files and More.
6

Track the result and reuse it

Mark the quotation Won, Lost or Postponed. Reuse it for the next customer, or revise it into a new version and keep the original.

Tracking and reuse
Quotations with their amounts, statuses such as Active, Won and Postponed, and remarks, with one quotation's menu open: Modify, Revise, Reuse, Change Status, Internal Remarks, Download PDF, Quotation Summary and Save as Template.

Try it with a real job

Try it on a real quotation you need this week. Online quoting software that opens without an account.

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