Quotation Generator

Create a B2B quotation PDF with seller and prospect details, dated validity, line items, calculated totals, a percentage discount, offers, terms, and notes.

Discuss a project Platform access is by invitation; contact OLT to discuss your needs.

Download blank quotation CSV template

What you enter

  • Quotation reference, issue and validity dates, and currency entered manually
  • Company and prospect contact details entered manually
  • Line-item descriptions, quantities, units, and prices entered manually or previewed from a browser-local CSV before an explicit append or replace; complete edited lines can be downloaded and reimported later
  • Discount, offers, terms, and notes entered manually

What the tool produces

  • Cent-rounded line totals, subtotal, discount amount, and reconciling grand total
  • A reusable browser-local CSV containing every complete edited quotation line, ready for later preview and reimport
  • A professional quotation PDF in the selected document language and currency

Frequently asked questions

What is a quotation?
A quotation is a proposal sent during the bidding phase that outlines products or services, prices, and terms. It is not a request for payment.
What information is required to download a quotation?
A quotation PDF requires valid issue and validity dates, with the validity date on or after the issue date; a seller company name; a prospect name or company; and at least one described line. Every entered line needs a finite quantity greater than zero and a finite unit price of zero or more, and the discount must be a finite value from 0% through 100%. Each calculated line total, subtotal, discount amount, and grand total must also be finite, nonnegative, and no greater than 70,368,744,177,664.00.
How does the quotation generator calculate totals?
The generator multiplies each quantity by its unit price and rounds that line half up to the nearest cent. It sums those rounded line cents for the subtotal, calculates the percentage discount from that subtotal and rounds it half up to cents, then derives the grand total by exact subtraction of the rounded discount from the subtotal.
What files does the quotation generator create?
The generator downloads a browser-local CSV containing every complete edited quotation line for later preview and reimport. It also downloads a quotation PDF in the document language and currency you select. The PDF reflects the details you enter; it is not an official government or legal form, and you are responsible for verifying the information and compliance with applicable laws and business practices.