Common questions about creating, customizing, and converting quotes with FoxMargin.
What is the difference between a quote and an estimate?
A quote is a fixed price offer — if accepted, you're bound to that price. An estimate is an approximation that can change based on actual work required. For most service businesses, quotes are preferred for clearly defined projects and estimates for open-ended ones. Both use the same format; it's the document title and your communication with the client that sets the expectation.
How does "Convert to Invoice" work?
When your quote is accepted, click "→ Invoice" above the live preview. All your business info, client details, tax lines, and line items are saved and you're taken directly to the invoice generator with everything pre-filled. Just update the invoice number and due date — no re-typing required.
How long should a quote be valid for?
30 days is standard for most industries. For projects involving materials with volatile prices (construction, manufacturing), 7–14 days is common. Service-only quotes can extend to 60–90 days. Always specify the validity period to protect yourself from being held to an old price.
Can I add my logo?
Yes — click "Edit ›" next to your business name, or click "My Business" in the nav. Your logo is stored in your browser and appears on every document automatically.
How do I save the quote as a PDF?
Click "Print / PDF," then in the print dialog choose "Save as PDF" as the destination. On Mac, click the PDF dropdown in the bottom-left of the print dialog.
Tip: open More settings in the print dialog and turn off "Headers and footers" — otherwise the date and foxmargin.com URL will appear at the top/bottom of your saved quote.
Free to use on your website or blog. Paste one line of HTML — no account or backend needed.