Pageworks

FOR AGENCIES & INDEPENDENT PROFESSIONALS

One client quote.
Your whole proposal.

You know what the work is worth. Put your prices, scope and story into a clear proposal, then create the presentation from the same saved estimate.

Create a quoteExplore the example

Requires Client Kit and an active paid subscription.

  • A clear quote
  • A client proposal
  • Editable slides
YOUR WORK, READY TO EXPLAINUSD / LETTER
Example StudioDEMO-001 · v1

Client quote

Marketing project

Prepared for
Example clientIssued
10/20/2026
Campaign planning1 project
USD 300.00
Creative concepts4 concepts
USD 600.00
Subtotal
USD 900.00
Discount
USD 90.00
Tax
USD 81.00
Total
USD 891.00
Client proposalScope. Stages. Payment terms.
Editable presentationYour proposal, ready to present.
Fictional project. Illustrative prices only, not market rates. Example includes a 10% discount and 10% added tax.
YOUR PRICING

Keep control of the numbers.

Use your own rates. Review quantities, discounts and tax before you save.

YOUR PROPOSAL

Make the scope clear.

Put the brief, deliverables, stages and payment terms into words you can edit.

YOUR PRESENTATION

Bring the same story to the meeting.

Create editable slides from that proposal. Keep a clear link to the saved estimate.

What does this quote maker prepare?

Pageworks helps agencies and independent professionals prepare a priced service quote, an editable client proposal and presentation slides from one saved estimate. You enter the services, rates, scope and terms. The calculation and proposal assembly do not use AI.

Your inputs
Client brief, services, quantities, rates, scope, stages and terms.
Your outputs
Estimate and proposal: DOCX, PDF or HTML. An editable presentation uses your existing PPTX export access.
Access
New estimates and materials require Client Kit and an active paid subscription.

A service quote for a marketing project

Illustrative prices only, not market rates or a recommendation. The example explicitly selects a 10% discount and a 10% added tax. Choose taxes and rates for your own situation; no tax is selected by default.

10/20/2026

Services, quantities and prices
Service and deliverableQuantityUnitUnit priceAmount
Campaign planning1projectUSD 300.00USD 300.00
Creative concepts4conceptUSD 150.00USD 600.00
Subtotal
USD 900.00
Discount
USD 90.00
Net
USD 810.00
Tax
USD 81.00
Total
USD 891.00

Selected tax added to net (Example tax 10%). Discount: 10%. Each line, discount and tax is rounded half-up at currency precision.

How the example total is calculated

  • Campaign planning1 × USD 300.00 = USD 300.00
  • Creative concepts4 × USD 150.00 = USD 600.00

The two line amounts add to 900.00. A chosen 10% discount removes 90.00, leaving 810.00. The chosen 10% added example tax is 81.00, giving a total of 891.00. These are illustrative inputs, not a recommended tax rate or service price.

What the client proposal would say

Included
One campaign plan and four creative concepts.
Excluded
Photography, printing and advertising spend.
Handover
Review the campaign plan, review the concepts, then deliver final files.
Still to agree
Dates, payment terms and the number of revision rounds.

Prepare a proposal from the brief and quote

  1. 1

    Set out the project

    Add the client brief, your scope, exclusions, delivery stages, payment terms and relevant company or case materials. Leave unknown facts open.

  2. 2

    Review the estimate

    Enter items manually or paste four tab-separated columns from your price list. Review the rows, line totals, discount and tax before saving.

  3. 3

    Save a version and prepare the proposal

    The proposal arranges your own source material without AI. Edit the narrative while the price table continues to use that saved estimate.

  4. 4

    Create the presentation

    Prepare an editable presentation from the same proposal and calculated total. Open it in the existing editor and export PPTX. Longer text can create more slides.

Start a quote and proposal

Send the document. Present the thinking.

DOCX / PDF / HTML

Send the numbers.

Export your saved estimate with its itemized services, discount, tax and total.

DOCX / PDF / HTML

Explain the proposal.

Edit your scope, delivery stages and terms, then prepare the document for your client.

EDITABLE PRESENTATION

Present the thinking.

Open the slides in the presentation editor. PPTX downloads follow your existing export access.

Files keep the saved version they were created from. If prices change, prepare and export a new version. Edits made in the presentation stay separate.

No XLSX or HWP export, formula execution, e-signatures, CRM or accounting integration is included.

Answers before you create a client quote

What should I include in a service quote?

Start with the supplier and client, document number, issue date and validity period. Add services, quantities, unit prices and currency, then review discount, tax, scope, exclusions, milestones and payment terms. These are practical review fields, not a claim that the document satisfies every legal requirement.

Does Pageworks choose service prices or tax rates?

No. You choose all rates, quantities, discounts and tax settings. No tax is selected by default. A separate cost or break-even review can inform your own pricing; the SBA guide explains that process. Pageworks does not perform that analysis or determine market prices.

Is a quote the same as an invoice or proof of payment?

No. This workspace prepares estimates and proposal materials; it does not issue invoices, collect client payments or provide proof of payment. The IRS guidance describes invoices and receipts as supporting business records. Keep the appropriate records for the actual transaction.

Should I send DOCX, PDF or HTML?

Use DOCX when the recipient needs to edit the text, PDF to share a document with a page layout, or HTML to open it in a browser. Adobe explains the PDF format. In Pageworks, download a newly saved version after changes; an earlier file does not update itself.

Can I use UK currency and dates?

Yes. The UK example uses GBP, UK dates and A4; the US example uses USD, US dates and Letter. Choose one currency per document. Changing display settings does not convert prices or make tax choices for another country.

Can I paste a price list from Excel?

Yes, as four tab-separated text columns: service, quantity, unit and unit price, up to 100 rows. Use a decimal point with no currency symbols or thousands separators. Review and confirm the rows. Spreadsheet file import, formula execution and XLSX export are not supported.

What happens if the quote changes after I prepare a proposal?

Each proposal uses a specific saved estimate version. Changed prices flag older materials; downloaded files stay unchanged. Prepare a new version explicitly, keeping your edited proposal text if needed. Presentation edits remain separate.

Is document creation free?

No. You can inspect this fictional worked example without signing in. Creating estimates and new materials requires Client Kit and an active paid subscription. Check current availability in the app’s Add-ons area. This page does not provide free document creation or downloads.

Original example and primary sources

The calculation and sample scope above are original Pageworks examples. The external guides below cover their stated topics; they do not certify this tool or its documents.

Pageworks · Content reviewed:

Prepare a quotation your client can review.

Create a quote

New estimates and materials require Client Kit and an active paid subscription. Check availability and current terms in the app’s Add-ons area.

Sales presentation examples

Quote and estimate maker

Prepare a clear quote or proposal for your client.

Quote and estimate makerWatch the tutorial
Read the steps
  1. Explore the example with line items, totals and terms.
  2. Check the currency, amounts and wording before sharing.
  3. Open the workspace to enter your details and download your document.