Online quotation and payment request form production

Online quotation and payment request form production: purpose and instructions

Switch to create a quotation or requisition online, fill in the information of both parties, multiple items, deadlines and payment terms, and add logo, phone number, email and custom fields as needed. After confirming the preview, you can download the PNG, copy the text, or print and save as PDF through the browser to facilitate organizing documents for customers.

How to use

  1. Select quotation or requisition form and fill in the information of both parties, document date and deadline.
  2. Add the item, quantity, unit price and tax category, and add the logo, custom fields and payment information as needed.
  3. After checking the preview and total amount, download the PNG, copy the text of the document, or print and save as PDF.

Frequently asked questions

Can the company logo and customized information be added to the quotation?
Yes. Logo supports PNG, JPG and WebP within 5 MB. You can also add field names and content, such as address, contact person or project code. The logo will be displayed on the document image and printed content and will not be retained after refreshing the page.
How to save a quotation or payment request form as a PDF?
After filling out the document and checking the preview, click "Print/Save PDF", and then select Save as PDF in the browser print window. The quotation and requisition form are transaction data documents, not unified invoices.