Quotation Generator with Payment Terms
Add scope, validity, prepared-by information, notes and payment details so the quotation is clearer before acceptance.
Services, projects and business proposals
Use the Tooloos Quotation Generator
This page reuses the existing Tooloos business-document engine and applies safe starting presets where the core tool supports them.
Advanced Quotation Generator
Create a professional country-aware quotation, choose payment terms, preview it live and convert an accepted quote into an invoice draft.
Quotation settings
INR currency, GST settings and Indian quotation terminology selected automatically.
Business details
Client details
Products and services
Scope, notes and terms
Quotation Generator with Payment Terms: step by step
- 1
Choose country, currency, template, quotation number and validity.
- 2
Enter business and client details, then add the proposed items or services.
- 3
Add discounts, shipping, scope, terms, notes and payment details.
- 4
Review the quotation, save or print it as PDF, and use the built-in conversion action if an accepted quote should become an invoice draft.
Common questions
Can I convert an accepted quote into an invoice?
Yes. The current quotation tool can save the quotation data as a local invoice draft and open the Tooloos Invoice Generator with that draft loaded.
Can I add payment terms and scope?
Yes. The quotation workflow includes scope, terms, notes, payment details, validity and prepared-by information.
Which templates are available?
Modern, Classic and Minimal quotation templates are included.