Help & Guide

What do you need?

• Your business details (name, address, tax ID)
• Your client's details
• Description of your services or products
• Prices/rates

Start directly

Go to the homepage and start filling in your details. You'll see a live preview of your quote right away.

1. Enter business details

Fill in your business details on the left. These are saved so you don't have to enter them again. You can update your details later via Profile.

2. Add client details

Fill in your client's details: name, company (optional), address, and contact information. These appear at the top of the quote.

3. Enter labor costs

Add your work items with a description, number of hours, and hourly rate. You can add multiple lines for different services.

4. Enter material costs

Add materials or products with description, quantity, and unit price. This gives your client a clear overview of the costs.

5. Set sales tax

Sales tax is based on your delivery location. Set your local rate (e.g. 8.875% for NYC) and mark each line item as taxable or non-taxable:

• Tax rate: Enter your local combined sales tax rate (state + county + city). This varies by location.
• Per line: Toggle each line item as "Taxable" or "Non-taxable". Materials/goods are usually taxable; most services are not.
• Automatic calculation: Sales tax is calculated only on taxable items and shown separately on the document.

6. Convert quote to invoice

When your client accepts the quote, you can easily convert it to an invoice. Go to My documents, find the quote and click the convert icon. All details are automatically transferred.

Create an invoice directly

Go to Create invoice to start with a new invoice. The tool generates a unique invoice number automatically.

Best practices

An invoice should include certain details to be correct. The tool ensures all required fields are present: invoice number, date, tax ID, and a clear itemization.

Choose template

Click the style icon in the editor to view available templates. You'll see a preview of how your quote will look.

Premium style options

With Premium you get access to extra style options:

• Custom logo: Upload your business logo for a professional look
• Background images: Add subtle backgrounds to your documents
• Custom CSS: Fully customize the styling with your own CSS code
• More fonts: Choose from an extensive collection of premium fonts
• Save style: Save your favorite style as default

Download PDF

Click the download button to download your quote as PDF. You can print it or send it yourself via email.

Send directly

Click "Send" to send your quote directly to your client's email address. Your client receives the quote as a PDF attachment.

Save quote

With an account, your quotes are saved automatically. View them later via My documents.

Free account

• 5 quotes per year
• 5 quotes to send
• 5 quotes to download
• Basic style options
• Save quotes

Premium

• Unlimited quotes and invoices
• Upload custom logo
• All premium templates
• Background images
• Custom CSS styling
• Priority support

Pricing

There are two payment options for Premium:

• Monthly ($4.99/month): Flexible subscription via credit card. Cancel anytime via your account settings.
• Yearly ($49.99/year): One-time payment with credit card. No auto-renewal - you'll receive a reminder before your Premium expires.

View all details on the pricing page.

Interactive guided tour

On your first visit you'll get an interactive tour of the editor. This tutorial explains step by step how to create a quote or invoice.

Want to see the tutorial again? Click the button below and go back to the editor.