Define the scope before setting a price
State dimensions, wood species or material, hardware and finish. Separate workshop fabrication from site installation.
Line items to include
- Custom fabrication (item)
- Door installation (item)
- Fitting and finishing (hour)
- Site visit and assessment (project)
- Labor (hour)
- Materials and supplies (project)
- Travel (project)
Define what is included
Define removal, paint repairs and changes requested after drawings are approved. Confirm final dimensions on site.
Start with the line items for your trade, then enter your own quantities and prices.
Check before sending
Check measurements, opening direction and fixing compatibility.
Use one browser for each numbering sequence. A PDF export cannot maintain a sequence across several devices.
Questions before you send
How should I price this job?
Measure the actual quantities and enter your own costs and margin. Prices start blank so you can prepare a proposal for the agreed scope.
Which units should I use?
Use an hour, item, area or clearly defined fixed-price service as appropriate. Explain what each quantity covers so the client can check the amount.
Which taxes apply?
UK VAT rates are 20%, 5% and 0% according to the supply. Exempt supplies and zero-rated supplies have different meanings. Only charge VAT when registered and include your VAT registration number on a VAT invoice. The editor starts at 0%. Choose the verified rate for each line. Quotisa does not determine registration obligations or submit VAT returns.
Does the PDF replace a required invoicing system?
Include a unique invoice number, business and customer names and addresses, issue and supply dates, descriptions, amounts and total owed. Company and VAT details depend on the business and transaction; check GOV.UK for the full requirements. Only VAT-registered businesses issue VAT invoices. Include the registration number and show the VAT information required for the supply. Quotisa generates a local PDF and does not file returns or connect to an electronic invoicing network.
Where are my documents saved?
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