Stop guessing your price. Calculate it properly and turn it into a professional proposal you can send immediately.
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A reasonable margin that covers business sustainability.
Add items above to see the category breakdown.
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Avoid underpricing, unclear agreements, and unpaid extra work.
"Asking for fair exchange is not selfishness — it's self-respect. When you undercharge, you train your clients to undervalue you, and you train yourself to resent the work."
This step-by-step guide walks you through the complete process of creating a professional, branded PDF proposal and sending it directly to your client. Follow these steps to make a great impression and close more deals.
Start by clicking "My Business" in the action bar above. Enter your business name, email, address, and logo URL. This information is saved in your browser and will appear on every proposal you send, giving it a professional, branded look.
Use the Ready-to-Use Templates section above to pre-fill common job types (design, consulting, repairs, etc.), or start with a blank calculator. Templates give you a head start with typical line items that you can customize.
In the Project Details section, enter:
Add each cost item with a description, category, quantity, and unit cost. The calculator groups items by category (materials, time, energy, overhead, expertise) and automatically computes your subtotal. Set your profit margin percentage to calculate the final quote.
Consider offering tiered pricing (Good-Better-Best) to give your client choices. This is a proven sales technique that increases your average deal size. You can describe what each tier includes in the notes section.
Add any terms, conditions, or notes in the Notes field. These will appear at the bottom of your PDF proposal. Include payment terms, warranty information, timeline expectations, and cancellation policies.
Before sending, click the blue "Preview" button in the action bar to see exactly what your client will receive. The preview shows the full PDF with your branding, project details, itemized pricing, and notes. Check everything looks correct before proceeding.
You have three options to deliver your proposal:
Click "Save Quote" in the action bar to store this quote. You can reload it anytime from "Saved Quotes" to make changes, create a revised proposal, or use it as a template for similar jobs.
Don't start from scratch. Pick a template, customize the numbers, and send a professional proposal in minutes.
Upgrade to Pro to export PDFs, send proposals via email, save unlimited quotes, and add your custom branding.
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