CCoreCRMHub
Document tools / quotes

Quote Builder

Create a clear, professional quote in minutes: add your details, line items, discount and tax, check the A4 preview, then print or save it as a PDF. Everything stays in your browser.

Saved automatically in this browser only

Quote details

Reference, dates and project

From & to

Who is quoting whom

Logo

Line items

Make every deliverable easy to understand

Discount & tax

Applied to the subtotal

Terms & notes

Payment terms appear at the bottom of the quote

Document style

Pick a look and an accent color

A4 preview

Choose “Save as PDF” in the print window. Turn off “Headers and footers” for a clean page.

What a good quote includes

  • A unique quote number and a clear validity date.
  • Who the quote is from and for, with contact details.
  • Line items with quantity, rate and amount, so nothing is ambiguous.
  • Discount and tax shown separately from the subtotal.
  • Payment terms the customer can agree to.

Common questions

How do I get a PDF?

Press “Print / Save as PDF” and choose “Save as PDF” as the destination in your browser's print window.

Is my quote stored anywhere?

Only in this browser, so you can come back to it. It is not uploaded. Clearing your browser data removes it.

Is this legal advice or a binding contract?

No. It is a layout tool. Check your own terms and local tax rules before sending a quote.