Online Quotation Maker for FREE

### Guide to creating a Kuwait quotation using Refrens quotation generator

In this digital era, there are many options to create quotations and estimates online. You can use online quotation software, Word or Excel quote template, quotation management software or you can print out any quotation format and write your quotation by hand.

Always consider two factors that can mainly affect your business while creating a quotation. First, how fast you can communicate with the customers. As mentioned before, sending quotations quickly can help you get ahead of your competition. So many businesses choose to use online quotation management systems like Refrens, to create sales quotations or estimates instantly and send them directly via email or even through WhatsApp.

Second, quotations sent with a specific quotation format using a quotation template can grow your business immensely. Creating beautifully designed quotations with proper templates, colors, and fonts can help you to acquire more clients and it also shows how professionally the business works.

Customers always try to shop for the perfect product to purchase via purchase order template and therefore they end up asking for quotations from several suppliers. Offering the right product at the right price is no more a choice. If you don’t, then someone else will, so sending a sales quotation quickly and without any mistakes can help you get ahead of your competitors and show professionalism towards the customers.

Here is the step-by-step guide for creating quotation.

How to prepare a quotation for a business using Refrens quotation maker?

Certainly, let's tailor the content to Kuwait's invoicing and accounting perspective. Here's an expanded version of the steps for preparing a business quotation using Refrens Quotation Maker, specifically with Kuwait in mind:

1. Quotation Title: Begin your quotation with a clear title, such as "QUOTATION" or "ESTIMATE," reflecting a professional approach. Although not mandatory, it adds a touch of formality to your business communication. Enhance the document with your company logo, showcasing a personalized touch.

2. Quotation or Estimate Number: Assign a unique quotation or estimate number for systematic tracking. Consider a combination of letters and numbers, like KWT/2021/QT/001, where KWT represents Kuwait, 2021 denotes the financial year, QT stands for quotation, and 001 is the unique number. Ensure the system automatically increments for subsequent quotations.

   Optional: Integrate additional fields like PO (Purchase Order) Numbers to facilitate easy reference and document comparison, adhering to Kuwait's business practices.

3. Issue Date and Due Date: Specify the date of issuance and the due date, crucial for clients to understand the validity period. Particularly important in Kuwait, where promotions or discounts may have time constraints.

4. Add Your Details (Quotation From): Provide comprehensive company information or freelancer details, including name, address, email, phone number, and TAX number if applicable. Use the "Add New Field" option for any additional details, ensuring alignment with Kuwait's invoicing requirements.

5. Add Client Details (Quotation For): Include detailed information about the client, covering company or client name, address, email, and phone number. Customize as needed to match Kuwait's business environment and expectations.

6. Product/Service Description: Detail the products or services offered, specifying name, description, quantity, rate, and the total cost. Customize the product/service description column using the "Add/Rename Column" option. Enable TAX if applicable, specifying HSN/SAC Code and TAX Rate, considering Kuwait's taxation regulations.

   Noteworthy: Refrens' quotation maker accommodates currency changes, number format adjustments, discount inclusion, extra charges, and the option to hide the total amount, aligning with Kuwait's invoicing practices.

7. Terms & Conditions: Clearly outline the terms of your company and the offered product or service. Define payment terms and accepted methods (cards, cheque, or direct deposit), tailored to Kuwait's payment preferences. If advance payment is customary, state the details.

8. Additional Notes: Provide detailed information about the work, including project timelines, expected completion periods, and expressions of gratitude for the opportunity to quote. In Kuwait, where relationships are valued, consider adding a personal touch to your expressions.

   Note: While a quotation typically has a fixed price, include details about potential future costs for additional materials or labor to maintain transparency.

9. Select Template: Conclude the process by selecting a template that suits Kuwait's business culture and practices. Ensure the template is customizable for a professional appearance and comprehensive information that Kuwaiti clients will appreciate.

By following these steps, you can efficiently create a tailored and professional quotation using Refrens Quotation Maker, aligning with Kuwait's invoicing and accounting requirements.

Using our quotation, you can choose from the host of templates and designs available. You can also change the color of the template with one click or use the “Magic Color” feature which is one of the major features which extracts the color from the logo uploaded on the quotation. (changing color and templates are premium features, i.e:- you have to pay a certain fee to use these features.)

Above are the essential elements you should keep in mind when creating your quotation. Instantly make quotations using our platform. Easy to create. Fully-fledged quotation maker. Use quotation templates for free. LIFETIME FREE QUOTATIONS & ESTIMATES.

Note: If you are creating estimates, follow the above steps. The minor change is the title - it must be “Estimate” and the total amount should be an approximate cost of the job which is likely to cost.

How to send a quotation to the Kuwaiti client?

Sending a quotation to a Kuwaiti client using Refrens Quotation Maker is a straightforward process with multiple convenient options:

1. System Mail Option: Refrens Quotation Maker allows users to send the created quotation directly to the client via system mail. Simply add the client's email address and click on the Save button. The system automatically populates the subject and body of the email. While it provides automation, you can still edit both the subject and body fields according to your preferences.

2. WhatsApp Option: Refrens offers the flexibility to send the quotation to your Kuwaiti client via WhatsApp. This option is particularly convenient for clients who prefer communication through messaging apps. Easily select the WhatsApp option, and the client will receive the quotation directly on their WhatsApp.

3. Quotation Link Sharing: Another efficient way to share the quotation is by providing the client with a direct link. Use the copy link option in Refrens Quotation Maker to generate a unique URL for the quotation. You can then share this link with your Kuwaiti client through various communication channels, such as email, messaging apps, or any other preferred method.

4. PDF Download and Print: Refrens Quotation Maker offers the functionality to download the quotation as a PDF file. This is beneficial for clients who prefer having a physical copy or need to store the document digitally. Once downloaded, you can print the quotation and provide a hard copy if necessary.

5. Client Accessibility: Once the quotation or estimate is sent to the Kuwaiti client, they can easily access it with a single click. This user-friendly feature ensures that clients can conveniently view the details of the quotation without any hassle.

6. Client Interaction with the Quotation: When the client views the quotation, they also have the option to download and print it on their end. This eliminates the need for you to download the quotation separately for the client, streamlining the process for both parties.

By utilizing these features within Refrens Quotation Maker, you can efficiently send quotations to your Kuwaiti clients, providing them with multiple options for accessibility and interaction with the quotation document.

How to convert quotations with Refrens quotation maker?

Converting quotations with Refrens Quotation Maker is a seamless process, providing you with the flexibility to generate proforma invoices or invoices effortlessly. Here's a step-by-step guide on how to do it:

1. Create and Finalize Quotation: Begin by creating your quotation using Refrens Quotation Maker. Input all relevant details, including products or services, rates, and any other necessary information. Ensure the quotation is accurate and finalized.

2. Navigate to Quotation Management: Once your quotation is ready, navigate to the Quotation Management section within Refrens.

3. Select the Desired Quotation: Identify and select the quotation you wish to convert. Ensure that all the details are correct before proceeding.

4. Convert to Proforma Invoice or Invoice: Refrens Quotation Maker provides the option to convert your quotation into either a proforma invoice or an invoice. Choose the appropriate option based on your business needs and preferences.

5. Review and Edit (if necessary): After conversion, review the proforma invoice or invoice. Refrens automatically links these documents, making it easy to refer to for a comprehensive understanding. Edit any details if needed, such as payment terms or additional notes.

6. Save and Share: Once satisfied with the converted document, save it within Refrens. You can then share the proforma invoice or invoice directly with your Kuwaiti client via email, WhatsApp, or any other preferred communication method.

7. Document Linkage: Appreciate the convenience of Refrens' document linkage feature. The converted proforma invoice or invoice is directly connected to the original quotation, ensuring a cohesive and easily traceable record of your transactions.

8. Further Understanding: If there are any questions or clarifications needed, the linked documents provide an efficient way for both you and your client to refer back to the original quotation for further understanding.

By following these steps, you can effortlessly convert quotations into proforma invoices or invoices using Refrens Quotation Maker. This not only saves you time and effort but also ensures consistency and clarity in your invoicing process, aligning with Kuwait's business practices.

How to customize quotations with Refrens quotation generator?

Converting quotations with Refrens Quotation Maker is a seamless process, providing you with the flexibility to generate proforma invoices or invoices effortlessly. Here's a step-by-step guide on how to do it:

1. Create and Finalize Quotation: Begin by creating your quotation using Refrens Quotation Maker. Input all relevant details, including products or services, rates, and any other necessary information. Ensure the quotation is accurate and finalized.

2. Navigate to Quotation Management: Once your quotation is ready, navigate to the Quotation Management section within Refrens.

3. Select the Desired Quotation: Identify and select the quotation you wish to convert. Ensure that all the details are correct before proceeding.

4. Convert to Proforma Invoice or Invoice: Refrens Quotation Maker provides the option to convert your quotation into either a proforma invoice or an invoice. Choose the appropriate option based on your business needs and preferences.

5. Review and Edit (if necessary): After conversion, review the proforma invoice or invoice. Refrens automatically links these documents, making it easy to refer to for a comprehensive understanding. Edit any details if needed, such as payment terms or additional notes.

6. Save and Share: Once satisfied with the converted document, save it within Refrens. You can then share the proforma invoice or invoice directly with your Kuwaiti client via email, WhatsApp, or any other preferred communication method.

7. Document Linkage: Appreciate the convenience of Refrens' document linkage feature. The converted proforma invoice or invoice is directly connected to the original quotation, ensuring a cohesive and easily traceable record of your transactions.

8. Further Understanding: If there are any questions or clarifications needed, the linked documents provide an efficient way for both you and your client to refer back to the original quotation for further understanding.

By following these steps, you can effortlessly convert quotations into proforma invoices or invoices using Refrens Quotation Maker. This not only saves you time and effort but also ensures consistency and clarity in your invoicing process, aligning with Kuwait's business practices.

If you are a freelancer or running a small business, you are most likely working alone and have to do multiple tasks at a time.

Once the healthy discussion about the project ends, you can send a detailed documented estimate which saves time, effort, and energy loss. Here are some benefits stating why one should create estimates.

There are many benefits to using free estimates. Some of them are as follows:

• No-Cost Estimate

  Create quotations and estimates for free. There is no limit to creating, managing, and sending quotations or estimates. All the features of the quotation are free. There are no hidden charges and no signup fee. Simply create your account and start using Refrens.

• Easy & Saves Time

  Our user-friendly estimate maker allows the user to create estimates instantly. All the data of the client is stored and is accessible which can be used further. No need to create the same invoice from scratch. Converting quotations to invoices using free invoice generator within a second can save your time and effort.

• Multiple Sharing Options

  Not just creating, sending estimates faster and at the right time is also important. If you don’t then your competitor will. Share your invoice either via email or WhatsApp sharing, you can also download it as a PDF or print it.

• Free Estimate templates

  Multiple estimate templates to use. Customize as per the quotation requirement. Use magic color and add color to the quotation that suits your business.

• Free Live Support

  Nowadays the most missing part in any other online quotation software is supported. If you are facing any issue our chat support team is always present to help you.

Types of Estimate & Use cases

Approximate Estimate: It is generally considered budgeting. You don't know much about the project here, but you have done a similar project or work before. So here you give an approx. estimate to the client. This estimate is not the final one as it is used to understand how much it will likely cost to get this job done.

Detailed Estimate: You can easily convert the approximate estimate to a detailed estimate once you briefly understand the project. At this point, you know what the project is about and how you can accomplish it, so you issue a detailed estimate.

Bid Estimate: A bid estimate is used to win the projects from the clients. Here the contractor bids the best price to outperform the competitors and tries to win the project.

Quantity Estimate: This involves the quantity of all materials required to complete the project, and a quantity estimate is more similar to a quotation.

Tips to Make an Online Estimate using Free Estimate Generator

Researching and calculating the project estimates is more important than creating the invoice using invoicing software. Wrong estimates and all your hard work and time will be flushed within seconds. Also, the estimate is the first document with which the client interacts. So creating an estimate online that impresses your client is a must. Moreover, estimating the value of a project makes it a lot easier to work on the project and eventually helps in the success of the project. Here are some of the tips to follow before making an estimate.

1. Understand the Requirement

The first mistake most of them commit is not understanding the requirements. Never create an estimate before understanding the project details. Many times, clients don’t know what they exactly want. Some clients only tell you what the result should be but don’t give enough details about the process. The only solution is to sit together and discuss the project in good detail. Also, the initial discussion can strengthen the customer-vendor relationship. In the end, make sure that both the client and you are on the same page and wipe out the unwanted conversation that can hurt the initial relationship.

2. Estimate Timeline

It is important to give an estimated due date for the completion of the project. So that your client can be aware of the due date of the project and pay you as per the timeline you worked on that project. Be accurate with the time projection to prevent any later disputes and if you think, any possible delays can be there, you should mention the possible factors for the delay. Once the due date is fixed, don’t undervalue the completion date.

3. Estimate Cost Materials

Estimate the cost of the materials or tools or manpower required for the completion of the project. Some tools you can buy at cheap value and if any tool is required only for once then you can rent it easily. But remember if the cost overheads the revenue, you can avoid or decline the project.

4. Research and Competition

Before taking on any project, do proper research about the manpower, tools, the time required to complete and check what the competition is charging for similar projects. Don't charge too high, which can lose the potential client, and charging too low, which doesn't turn into profit, makes no sense.

5. Detail out Estimate

After discussing with the client and gathering all the data, create a well-formatted and documented estimate with every detail present and the estimated cost of the work so that the client can get an idea that helps him make an informed decision.

6. Schedule a Follow-up

Once the estimate is sent to the client, follow up within 2-3 days, it will remind the client to make a firm decision about the project.

Free Products from Refrens other than Online Estimate Maker

Free Invoice Generator

Proforma Invoice Template

Expense Management Software

Online Purchase Order

Inventory Management

Debit Note

Credit Note

Delivery Note

Payment Receipt

Other than these tools Refrens also provide the marketplace services to the businesses by providing them the best freelancers or agencies.