Sales Quotation – Free Excel Template

[vc_row][vc_column][vc_column_text]You can use this template to create quotations for your sales prospects, informing them about how much it will cost for the products and services you provide. There is no limit to the number of quotations and the best thing is you can save all your quotations within one excel file.

FEATURES

  1. Create quotations for your small business
  2. Customize it to your need
  3. Automatically calculate totals and subtotals
  4. Handles tax rates at the order level
  5. Accommodates products that are not taxable
  6. Handles discounts at product and order levels
  7. Save time by storing customer and product data

LIMITATION

Accommodates 20 lines per quote.

REQUIREMENTS

  • Microsoft Excel for Windows (2010 and above)
  • Microsoft Excel for Mac (2011 and above)

DOWNLOADS

Click the link below to download the

FREE TEMPLATE

FREE TEMPLATE WITH SAMPLE DATA

HOW TO USE THE TEMPLATE

INITIAL SETUP

  1. Enter Business Information in Settings Sheet
  2. Enter Products in Products Sheet
  3. Enter your Prospects/Customers in the Customers Sheet.
  4. Change the logo in the Quote Sheet
  5. Customize fields in the Quote sheet.All the fields with a light green shade are editable fields which are fields that need to be specified by the user.
  6. Enter Tax Rate % in Quote Sheet (cell I48)
  7. Apply Currency format in Quote Sheet.

Instructions to enter all the data for a Quote

  1. Enter Quote # in cell J15.
  2. Choose customer name in cell C17.
  3. Enter Quotation Date in cell J18
  4. Enter Validity Date in cell J20.
  5. Enter Product ID/Name, Quantity & Discount.
  6. Enter Tax Rate% in cell I50
  7. Enter Order Discount Amount/% in cell I52.
  8. Enter Other charges, if any, in cell J53
  9. Enter any order notes or comments in cell C51
  10. Press Ctrl+P to preview & Print/export to PDF.

CREATING QUOTATIONS

  1. Make a copy of Quote Sheet.
  2. Rename it with Quote #.
  3. Follow the instructions in Quote Sheet.

[/vc_column_text][/vc_column][/vc_row][vc_row][vc_column][vc_separator][/vc_column][/vc_row][vc_row][vc_column][vc_tta_accordion style=”flat” active_section=”” no_fill=”true” collapsible_all=”true” title=”Support Articles”][vc_tta_section title=”Printing or Exporting to PDF” tab_id=”1614001193156-d423f42f-3932″][vc_column_text]After reviewing and making sure everything looks good, it’s time to print or export.

Press Ctrl+P to preview print.

Print Preview and Print Invoice

The page is set up to be print-friendly. So, you should be able to just print as it is.

To export to PDF, select the Export menu option.

Export to PDF Menu Option

In the following window, choose a location in your computer to store the PDF file and give a name to it. Tip: use your receipt number in the file name. Save all your receipts with the Receipt Number in the PDF file name in the folder. Thus, you will be able to easily identify a specific PDF if needed in the future.[/vc_column_text][/vc_tta_section][vc_tta_section title=”How can I change the colors, fonts or other formatting?” tab_id=”1614001193184-92d4793f-903a”][vc_column_text]All the formatting options are available to you. Just select the cells you need to modify format and use Excel’s default formatting options (in the Home ribbon) to change fonts, colors, appearance, number format or alignment.

Excel Formatting Options to customize the invoice

If you change the font size or font, you can adjust the column widths and/or row heights to ensure that the print view is good.[/vc_column_text][/vc_tta_section][/vc_tta_accordion][vc_separator][/vc_column][/vc_row][vc_row][vc_column][vc_column_text]

Our Premium SMALL BUSINESS Templates

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2 Comments

  • Thank you for quotation, really love to see, I have a question if I need to rename of any column, or delete column, then how to do? As there is some restrictions, please help me.thank you

    Reply
    • Thank you for sharing your valuable feedback.

      You can straight away change the header name. If that column is used in the quotation, change the same using the drop down. If you face any difficulty, requesting to share your sheet and your requirement to support@indzara.com to check further.

      Best wishes.

      Reply

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