Quotation generator
Price the work, set how long the offer stands, and send a quotation your client can read on a phone or forward to whoever signs off. When it is approved, convert it into an invoice instead of typing the same line items twice.
It has to make the price defensible and the scope obvious. Itemising the work — rather than giving one lump sum — is what lets a client remove an option instead of rejecting the whole thing.
It also has to have an expiry. A quotation with no validity date is a price you have promised forever, and costs move.
When the client agrees, convert the quotation into a tax invoice in a couple of clicks. Line items, client details and totals carry across, and you choose whether the new invoice starts as a draft or is issued straight away.
The original quotation stays in your records, so you can see what was offered next to what was eventually billed.
Quotations print with your logo, address and registration details, and the same layout as your invoices, which makes the pair look like they came from the same business.
Notes and terms fields cover assumptions, exclusions and timelines, the three things clients argue about most once work starts.
Quotations appear in your dashboard with their own status, so you can see what is waiting on a decision rather than searching your sent folder.
Sending a nudge is easier when you can see the date it went out and the expiry you set.
Break a project into phases so the client can approve stage one without committing to everything.
Answer a request for pricing with a document that has a number, a date and an expiry.
Quote first, convert to an invoice on acceptance, and skip the retyping.
Choose quotation as the document type so the heading and numbering series are correct.
Add each element with quantity and price, then set validity, notes and terms.
Share the link or PDF and track the status while you wait.
Turn the accepted quotation into an invoice, as a draft or issued immediately.
Quotation template: every section, and what to write in it
ProposalsSend priced proposals as professional quotations
Proforma invoiceProforma invoices: what they are for and when to use one
Proforma invoice generatorProforma invoice generator with its own numbering series
Payment requestsRequest payment with an invoice and a shareable payment page
Prefer background reading first? The VegaPal Learn guides cover invoicing and payments in more depth, and pricing lists what each plan includes.
In everyday use a quotation is a firm price for defined scope, while an estimate signals an approximate figure. VegaPal issues quotations, so state clearly in the terms if any figure is indicative.
Yes. Conversion creates a tax invoice from the quotation, carrying over the client and line items, and you decide whether it starts as a draft.
It can, and it saves a round trip if the client wants to pay a deposit immediately. Nothing is payable until they accept.
Yes, all document types share the same allowance of 3 per month on the free plan.
The free plan covers 3 documents a month, with PDF downloads and shareable payment pages included.