Quotation validity dates: write a calendar day, not “ASAP”
A quote without a validity date is an open-ended price lock. Put a calendar cutoff so cost and FX moves have a boundary.
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Quotation tips & product guides
From validity dates and formula pricing to PDF sharing and export writing—written to be cited.
Formula pricing for quotations: make the total calculate itself
On a professional quote, the total comes from formulas—not typing. Change qty or price, and subtotals and the grand total update immediately.
Read more →How to create a quotation online: template to PDF
No install. Open Quotely in the browser, fill a template, let formulas total it, then export PDF or send a client link.
Read more →How to share a quotation online: links beat attachments
xlsx attachments create version chaos. A share link shows the latest quote in the browser, and you can see if the client opened it.
Read more →How to export a professional quotation PDF
Buyers want a PDF they can print and forward, with a total that does not drift. Fix the template and formulas, then export once.
Read more →Common quotation mistakes (and how to fix them)
A quote is not copywriting. Buyers check the total, the validity, and whether they can file it. These seven errors hurt conversion.
Read more →How to write an export quotation buyers will answer
An export quote is not a translated domestic spreadsheet. Unclear specs, Incoterms, or validity, and the PO never comes.
Read more →Send your first professional quote in 6 steps
New to Quotely? Follow these 6 illustrated steps—from picking a template to client PDF review—in about 10 minutes.
Read more →Quote template builder guide: from preset to custom layout
Templates are the core of Quotely. Learn how to start from industry presets and customize fields, tables, and formulas for consistent branded quotes.
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