How the quote total is arrived at
Line total = unit price x quantityTotal = sum of lines + VAT (inclusive or added)
A quote is not one number called out loud; it is broken into lines with a unit price and a quantity. That is what lets a client see what they are paying for, and what lets both sides point at the line that grew when the scope grew. VAT is written as either inclusive or added on top. Leaving that one line out is how a disagreement over ten percent of the total starts later.
What belongs in a proposal
A document with only a price is easy to compare away. This tool takes the request and produces the summary, the scope, the exclusions, the schedule and the amount together. Of those, exclusions are the one most often left out and the one that most often causes trouble. What the boundary holds later is not what you will do but what you will not.
What this does not answer
It does not tell you the right rate. Your rate comes from your time and your market, and this tool builds the document around whatever rate you set. Invoicing, withholding tax and contract clauses are also out of scope. The generated wording is a draft, on the assumption you read it and edit it before sending.
Questions that come up
- What rate should I charge?
- This tool does not propose a rate. Work backwards instead: decide how many days the job takes and what those days have to be worth, and the rate falls out. Starting from a number somebody else named leaves you never knowing what your own time is worth.
- Should VAT be inclusive or added on top?
- If the other side is a business, adding it on top reads more clearly. For an individual client, inclusive is what shows the amount they will actually pay. What matters is stating whichever you chose, and this tool prints that choice next to the total.
- Why write exclusions separately?
- A document listing only the scope never settles who handles the work it does not list. When the request arrives later you either refuse it with nothing to point at or do it for free. With exclusions written down, that request becomes a line for a further quote rather than a refusal.
- Who can see a share link?
- Only someone holding the link, and it stays out of search results because the robots rules exclude the share paths. The link is the key, though, so it is safer not to forward it beyond the recipient.
- Does the branding appear in the PDF?
- It does not. A PDF circulates inside the client's own approval chain, and advertising inside that document would make it unusable. The attribution shows on screen only.
- Can I send the generated wording as it stands?
- It is meant as a draft. It can fill in facts the request never stated, and it knows nothing of your history with this client. Check the amount, the scope and the schedule yourself before it goes out.