How to Make a Quotation on Your Phone

You don't need a laptop to send a professional quotation. If you can send a message, you can create a clean PDF from your phone, sometimes before you've left the client's site.

Why quoting on your phone helps

Speed often wins work. When you quote the same day, the client is still interested and may not have called anyone else. Your phone is also with you where the job is, so measurements and details are fresh.

Step 1: Set up your company once

Add your company name, address, phone number, email, logo and currency. The app reuses them, so they appear on each quotation automatically.

Step 2: Start a quotation

Tap the plus button and add the client's name, if you have it. Address, phone and email are optional.

Step 3: Add your items

Enter each item's name, an optional description and its price. Quantity is optional too, which helps with services that don't have a unit count.

Step 4: Add tax, discount and notes

Enter these if needed, along with how long the price is valid and any payment terms. You can check the whole quotation on the review screen.

Step 5: Share the PDF

Tap Share to send it through WhatsApp, email or any other app, or Download to save it to a folder.

Tips for a good result

• Write item names that a client will understand, not your internal shorthand.
• Use a duplicate of an old quotation for similar jobs.
• Check the total once more before you send.
• Add photos separately in your message if they'd help explain the work.

Quotation Maker App Offline follows these steps, and its main features all work without internet.

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