QUOTIFY Help

A complete guide to the quotation generator, from your company details to a restored backup.

Last Updated: October 6, 2026

1. Getting Started

1.1 What you need

• A modern browser (Chrome, Edge, Firefox, Safari or Opera) with JavaScript enabled
• Site data allowed for zerodataupload.com, because quotes, clients, the catalog, settings and your company details are stored in the browser
• A normal window rather than a private one, so the records survive closing the tab

1.2 The layout

The tool is one page in two halves. On the left, the editor in eight collapsible sections: Company Details, Quote Details, Client Details, Line Items, Tax & Discount, Notes & Terms, Signature and Theme & Branding (collapsed until you open it). Click a section's heading to fold or unfold it. On the right, the Live Preview: the quote as the client will see it, redrawn as you type. On tablets and phones the preview sits above the editor. The toolbar above both holds New, Save, Duplicate, Quotes, Clients, Catalog, Analytics, Settings and Shortcuts, and on the right PNG and PDF.

2. Company Details and Logo

Your side of the quote: company name (required), a multi-line address, phone, email, GSTIN or tax ID, and website. The name is printed large at the top left of the quote with the other details beneath it. Everything in this section is kept in the browser as you type and comes back on every new quote, so fill it in once.

Logo: click the dashed box, or drop an image onto it, to add your logo (PNG or JPG up to 2 MB). It is printed above the company name at up to 180 by 80 pixels. To change it, choose another image; it is kept with the company details.

3. Quote Details

• Quote Prefix and Quote Number: the number on the quote is the two joined, for example QT-2026-003. The number is generated from the year and the count of saved quotes; type over it if you number differently. The prefix's default is set in Settings.
• Version: v1 to v10. From v2 on it prints beside the number, so a revised offer keeps its number and shows its revision.
• Status: Draft, Sent, Viewed, Accepted, Rejected or Expired, printed as a badge under the title and used by Analytics.
• Quote Date and Valid Until: today and thirty days on when the page opens (the validity in days is set in Settings).
• Currency: INR, USD, EUR, GBP, AED, AUD, CAD, SGD, JPY or CNY. It sets the symbol; amounts are not converted.
• Document Title: Quotation, Estimate, Proposal or Proforma Invoice, printed as the heading.
• Project / Reference: printed under the dates when given.

4. Client Details

Company name (required), contact person (printed as "Attn:"), email, phone, billing address and GSTIN. Select Saved Client fills the section from the client list. Tick Save this client for future quotes and the client is added to the list at once. The Clients button in the toolbar opens the list, where Use fills the section in and the bin button deletes an entry.

5. Line Items, Sections and Optional Add-ons

Each line has a name and a description, an HSN or SAC code, a quantity, a unit (Nos, Hours, Days, Weeks, Months, Pieces, Kg, Meters, Sq.Ft, Sq.M, Lumpsum, Lot or Set), and a rate; the amount is quantity times rate. Add Line Item (or Ctrl+Enter) adds a row, the bin button removes one. The page opens with one empty row.

• Sections: Add Section inserts a named heading (type over "New Section"); Add Item beside it adds a line to that group, and the quote prints the heading as a row above its lines. The cross removes the heading and moves its lines out of the group.
• Optional add-ons: tick "Optional add-on" under a line's description, or right-click the line. The line is tinted in the editor and printed on the quote in italics with an "Optional Add-on" note, and it is left out of the subtotal and the total.
• From Catalog: opens the catalog in pick mode; Add puts the item on the quote with a quantity of one.

6. Tax and Discount

• No Tax: no tax lines.
• GST (CGST + SGST): for a client in your own state. Choose 0, 5, 12, 18 or 28 percent; the quote shows CGST and SGST at half the rate each.
• GST (IGST): for a client in another state, at the full rate on one line.
• VAT: at the rate you type (15% by default).
• Custom Tax: a name and a rate of your own.
• Prices are tax inclusive: the rates already contain the tax. The tax is extracted and shown on its own lines; the grand total equals the taxable amount.
• Discount on Subtotal: a percentage or a fixed amount, taken off before the tax. The quote then shows the subtotal, the discount and the taxable amount.

The totals block shows the subtotal, the discount and taxable amount when there is a discount, each tax line, and the grand total on a coloured row. The default tax type for new quotes is set in Settings.

7. Notes, Terms and Bank Details

Notes / Cover Letter is printed in a blue box under the totals: a personal message, the scope in a few lines, a thank-you. Terms & Conditions prints in a grey box; the five default lines (payment terms, validity, taxes, start of work, scope changes) are a starting point to edit. Bank Details prints in a yellow box only when "Show bank details" is ticked under Theme & Branding. Line breaks are kept in all three.

8. Signature

Two tabs. Draw Signature: draw on the pad with the mouse or a finger; Clear wipes it, Use Signature puts it on the quote. Upload Image: choose a picture of your signature; a PNG with a transparent background looks best. Under the tabs, Signatory Name and Designation print beneath the signature with the words "Authorized Signatory". The signature block appears on the quote as soon as there is a signature or a name, and is saved with the quote.

9. Theme and Branding

This section is collapsed by default; click its heading to open it.

• Quote Theme: Corporate (blue), Minimal (black), Creative (purple), Bold (red) or Elegant (teal). The theme colours the title, the company name, the table header, the client box and the grand total row.
• Primary Colour: a colour of your own, chosen with the picker or typed as a hex value, which replaces the theme's colour on the quote. Clicking a theme button resets it.
• Show amount in words: prints the grand total written out in the Indian numbering system (thousand, lakh, crore, with paise) followed by the currency code.
• Show bank details: prints the Bank Details box.

The theme is not saved with the quote; choose it before you export.

10. PDF and PNG

• PDF (Ctrl+P) opens the browser's print dialog with only the quote on the page. Choose "Save as PDF" as the destination for a text-based file that can be searched and copied and that paginates a long quote, or a printer for a paper copy. If the coloured table header is missing, tick "Background graphics" under the dialog's More settings.
• PNG (Ctrl+Shift+P) draws the quote into an image at double resolution and downloads it, named after the quote number (QT-2026-003.png). Handy for messaging apps and for pasting into an email.

11. Saved Quotes, Clients, Catalog and Analytics

• Save (Ctrl+S) stores the quote, signature and logo included; it needs a quote number. Once saved, every later change is saved to the same quote automatically.
• New (Ctrl+N) starts a fresh quote after a confirmation when the current one has items; your company details stay. Duplicate (Ctrl+D) keeps everything in the form but gives it a new number, today's date and the status Draft: the quickest way to a revision or a similar quote for another client.
• Quotes (Ctrl+O) lists the saved quotes, newest change first, with the number, status, client, total and date. Open loads one into the form; the bin button deletes it.
• Clients lists the saved clients. Use fills the client section; Add New Client clears the section and ticks "Save this client" so the next details you type are saved.
• Catalog lists repeat products and services. Add to Catalog asks for a name, a rate and an HSN or SAC code; the bin button removes an item. From Catalog in the line items adds an item to the quote.
• Analytics shows the number of saved quotes, the share with the status Accepted, and the average and total value, in the default currency's symbol.

12. Settings, Backup, Import and Clear Data

Settings (the gear button) opens a panel on the right. The defaults for new quotes are saved when the panel closes: default currency, default tax type, quote number prefix and validity in days.

12.1 Export All Data

Writes one file to your downloads folder, named quote-maker-backup with the date, holding every saved quote, client, catalog item and setting, logos and signatures included. It is plain text that any editor can open.

12.2 Import Data

Reads a file written by Export All Data and replaces the quotes, clients and catalog with the file's; settings are merged. If the browser already holds records you want to keep, export first.

12.3 Moving to another computer

Export on the old computer, copy the file across, Import on the new one. The company details are not in the file; type them once on the new computer.

12.4 Clear All Data

Removes the tool's quotes, clients, catalog and settings from the browser after a confirmation and starts a new quote. Your company details stay. Clearing the site's data in the browser removes everything.

13. Keyboard Shortcuts

• Ctrl+N (Cmd+N on a Mac): new quote
• Ctrl+S: save the quote
• Ctrl+O: saved quotes
• Ctrl+D: duplicate the quote
• Ctrl+P: PDF (the print dialog); Ctrl+Shift+P: PNG
• Ctrl+Enter: add a line item
• ?: show the shortcuts

Shortcuts do not fire while a field has the focus; Escape leaves the field. The Shortcuts button in the toolbar shows the same list.

14. Troubleshooting

• "Please enter a quote number": the number field is empty. Type one or click New, then save again.
• "Please enter a company name" when saving a client: the client's company name is empty.
• "Logo file must be under 2MB": resize the image first; a few hundred pixels wide is enough.
• The PDF has no colours: tick "Background graphics" in the print dialog.
• The PNG button does nothing: reload the page; the image maker loads with it. If the toast says it did not load, check the connection and reload.
• "Invalid backup file": only files written by Export All Data are accepted; a hand-edited file may be unreadable. Try the most recent backup.
• Records vanished: cleared browsing data, a new profile or a reset removes site storage. Import your latest backup; without one the records cannot be recovered.