Excel Quote Template is available in XLSX format and can also be accessed as a Google Spreadsheet.
This template simplifies the process of creating professional quotes, allowing you to personalize your calculations and enhance your business efficiency. You can download the file as an Excel template or utilize it directly through Google Sheets for convenient access from any device.
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Key Features
- ✔️ Comprehensive templates for quote management
- ✔️ Instant calculation of totals and taxes
- ✔️ Precise tracking of pricing details
- ✔️ Categorization of services and products
- ✔️ Exportable formats: XLSX and Google Sheets
- ✔️ User-friendly filtering options
- ✔️ Interactive charts and overview summaries
- ✔️ Automated monthly totals
- ✔️ Fully customizable template for specific needs
- ✔️ Sample quote spreadsheet available for download
Instructions
- 1. Input client information: Provide details such as name, company, and contact information.
- 2. Define quote parameters: Specify the services or products to be quoted along with quantities.
- 3. Enter pricing details: Fill in the pricing structure, including discounts and taxes.
- 4. Automatic total calculation: View the total amount in real-time as you adjust items and quantities.
- 5. Review quote preview: Check a formatted summary of the quote before finalizing.
- 6. Export the quote: Generate a downloadable file for easy sharing with clients.
Explore 6 predefined templates for Excel Quotes, thoughtfully crafted to enhance your quoting process. Each template comes with distinctive elements to streamline your proposal submissions and improve your overall efficiency:
Excel Quote Template
Find additional templates to create your quotes efficiently:
