Quote builder — QuoteWise

Step 01

Project

Describe the work you will deliver. Count project-specific communication and preparation here. General business admin belongs in your billable share on the next step. Corrections needed to meet the agreed brief are not extra scope.

Project name

Use the real project name. Fictional example names cannot be exported as final.

Deliverables

Include quantity, format and what counts as completion.

Work items

Add up to 20 rows. Each row has production hours, project communication/preparation, and included revisions.

Scope buffer

0–100%. Extra time for uncertainty within the agreed scope. It is not applied to expenses.

Direct expenses

Counted once. No buffer, reserve or hourly floor is applied to expenses.

Included revision rounds

Exclusions

Client responsibilities

Step 02

Your rate

This is a planning floor, not a market rate or a guaranteed profit. Changing currency only changes the label. Amounts are not converted.

Currency

Enter every amount in this currency.

Monthly income goal

Monthly overhead

Available monthly hours

Total working time before non-billable work. Must be greater than zero.

Billable share

Greater than 0% and at most 100%. Leave room for sales, admin, learning and rest.

Reserve

0–80%. A planning allowance you choose. This is not a tax calculation.

Step 03

Client details

These lines appear on the client document. QuoteWise does not send this information anywhere.

Supplier business

Supplier contact

Client business

Client contact

Quote reference

Issue date

Expiry date

Must be on or after the issue date for a final export.

Timeline and dependencies

Chosen fee before tax

Leave blank to use the planning estimate. Independent of the estimate if you type an amount. You will see a warning if it is below the estimate.

Deposit

Tax treatment

QuoteWise does not give legal or tax advice. You must choose the treatment that applies to this quote.

Not confirmed I confirm no tax should be added Add a tax rate I specify

Tax rate to add

Tax description

For example, the name of the tax and why it applies or does not apply. Required once tax treatment is confirmed.

Payment method and due triggers

Additional notes

Scope-change agreement

Next step

Step 04

Review & export

The client document below includes the chosen fee, tax, total, instalments, identity, scope, revisions, exclusions, dates, timeline, payment, scope-change agreement and next step. It does not include your income goal, overhead, reserve, hourly planning floor or work-hour breakdown.

Before a final export

I have reviewed this quote. The scope, dates, fee, tax treatment and payment terms are ready to send.

PDF is generated in this browser with a bundled Unicode font. Printing the page is not the export. If the clipboard is blocked, select the document text and copy it yourself. Drafts are marked DRAFT. A fictional example cannot be exported as final.

Need wording for the next conversation? The Confident Quote Kit (€19 base price) adds 14 client emails, change-request paperwork and reusable DOCX/XLSX files. Your PDF export above is free.

Build a complete client quote.

Confirm your action

Project

Your rate

Client details

Review & export

Before a final export