📄 ColdMatrix Quotation & Invoice Maker

📖 Quotation & Invoice Maker — Complete Business Guide

This dual-function tool helps businesses create professional quotations (quotes) and GST invoices in minutes. A quotation is a pre-sale document showing proposed prices. An invoice is a post-sale document requesting payment. Both include line items, quantities, rates, taxes, discounts, and totals — all calculated automatically as you type.

What Is a Quotation?

A quotation (also called quote, estimate, or bid) is a formal document listing proposed prices for products or services. It includes your business details, client information, itemised products with quantities and rates, and the total amount. Quotations typically have a validity period (e.g., 15 days) and become binding once accepted by the customer.

What Is an Invoice?

An invoice is a commercial document requesting payment for goods or services already delivered. It includes invoice number, date, line items, subtotal, discount, tax/GST/VAT, and grand total. Invoices are essential for accounting, tax filing, and payment tracking.

Key Features

• Dual Functionality: Switch between Quotation and Invoice modes instantly.
• Automatic Calculations: Amounts update as you type quantity and rate.
• Tax / GST / VAT: Add percentage tax for GST-compliant invoices.
• Discount Support: Apply percentage discount before tax.
• Multi-Currency: 9 currencies — PKR, USD, EUR, GBP, AED, SAR, INR, CNY, AUD.
• Unlimited Items: Add as many items as needed.
• Save & Load: Store documents locally in your browser.
• Export: Download as PDF, JPG, or PNG.
• WhatsApp Sharing: Send documents directly to clients.

How to Use This Tool

1. Select mode: Quotation or Invoice using the tabs.
2. Enter your business name, contact, and address.
3. Add client name and document number.
4. Each item is a separate block — type description, quantity, and rate.
5. The amount auto-calculates and updates the preview instantly.
6. Set tax %, discount %, and currency.
7. Add notes or payment terms.
8. Download or share using the buttons below.

Tips for Professional Documents

• Always use a unique document number for tracking.
• Add a validity period to encourage prompt decisions.
• Itemise everything for transparency.
• Mention payment terms clearly.
• Double-check quantities and rates before sending.

Frequently Asked Questions

Is this tool free?
Yes, 100% free with no registration, no watermarks, and no hidden fees.

Can I create a GST invoice?
Yes, switch to Invoice mode and use the Tax/GST field to add the required percentage.

Does it auto-calculate?
Yes, totals update automatically as you type quantities and rates.

Can I add a discount?
Yes, there's a dedicated Discount % field.

Disclaimer: This tool provides document formatting assistance. Verify all figures and consult a professional accountant for legal or tax compliance.