Quote builder
Create a local itemized quote with discounts, selected taxable lines and printable HTML export.
How it works & useful details
Formula & assumptions
Each of 1–20 lines multiplies a positive quantity (up to three decimal places) by a nonnegative unit price, rounding to cents. The discount is rounded per line. Tax is rounded on each discounted taxable line. Totals sum these amounts. All prices are tax-exclusive. The supplied rate and taxable choices are not checked against any jurisdiction. Export creates a text file and an HTML draft you can open locally and print from your browser.
Local planning workspace
These tools are planning aids, not financial, tax or legal advice. Values stay in this page. Nothing is sent, saved to your records or fetched from external services.
USD, EUR, GBP, CAD and AUD are labels with two decimal places. There is no currency conversion. Enter decimals with a dot and no commas. Money inputs are limited to 1 billion units; calculated amounts to 10 trillion. Rates are supplied by you, with up to four decimal places.
About this tool
Quote builder creates an itemized quote with quantities, unit prices, an optional discount, and per-line tax selection, then exports it as printable HTML. It is designed for small jobs where you want a clear document without opening a full invoicing suite.
The quote is assembled locally and exported as a file you can print or convert to PDF. Customer details are never sent anywhere, so you can keep client information on your own device.
How to use it
- Add line items with descriptions, quantities, and unit prices.
- Apply a discount and mark which lines are taxable.
- Review the subtotal, tax, and total in the summary.
- Export the printable HTML and print or save it as PDF.
Worked example
A quote with a 10% discount and 8.25% tax on the first two lines only:
- Website audit, 1 × 450.00: discount 45.00, tax 33.41, line total 438.41.
- Copywriting, 6.5 hours × 65.00 = 422.50: discount 42.25, tax 31.37, line total 411.62.
- Stock photo licence, 3 × 12.00 = 36.00, not taxable: discount 3.60, line total 32.40.
Subtotal before discount 908.50, discount 90.85, taxable and non-taxable lines after discount 817.65, tax 64.78, total 882.43. Discount and tax are rounded on each line, so the totals always equal the sum of the visible lines.
What makes a quote easy to accept
Clients approve quotes faster when each line describes a deliverable rather than an activity, when quantities and units are explicit, and when the validity date is visible. Use the notes field for scope boundaries, such as the number of revision rounds, what is not included, and how delivery dates will be agreed.
The export produces a plain text version and an HTML draft that you can open locally and print to PDF from your browser. Nothing is sent to the client or stored online. Keep your own copy of the exported file.
Frequently asked questions
Is the exported quote a PDF?
It exports a self-contained, printable HTML file. Use your browser’s print dialog to save it as a PDF if you need one.
Does it store my customers or quotes?
No. Nothing is saved between sessions; export the file if you need a record.
What is the size limit?
Quotes are bounded to 8,000 characters of content, which covers hundreds of line items.
Can quantities be fractional?
Yes. Quantities accept up to three decimal places, which covers hours such as 6.5 or measured amounts. The line amount is rounded to cents after multiplying.
