Quotation Excel Template
Quotation Excel Template
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DIGITAL CONTENT – INSTANT DOWNLOAD
WHAT'S INCLUDED
WHAT'S INCLUDED
DIGITAL CONTENT - INSTANT DOWNLOAD. Your files will be available to download immediately after successful payment.
Excel Files in .xlsx and/or .xlsm
Each purchase includes an empty template together with a worked example for reference.
REFUNDS POLICY
REFUNDS POLICY
For digital products we generally cannot offer refunds. Refunds can only be considered under specific circumastances. For more details you can read our refund and returns policy HERE
FULL PRODUCT DESCRIPTION
FULL PRODUCT DESCRIPTION
Professional styled excel spreadsheet digital template, for preparing and submitting line based itemised quotations. With this simple to use excel template, your quotations will look professional, accurate and save you valuable time.
Submitting professional looking quotes, will most definetely win your customer’s attention and give you an upper hand to your competitors.
Each purchase contains an empty excel tempalte file together with a completed worked example.
- Detailed Itemised Line Data
- Single line item entry
- Quantity and units fields
- Unit Price Fields
- YES/NO dropdown option for taxable items
- Line Totals
- Percentage Discount Field
- Local Sales Tax Field
- Automatic Totals, Sales Tax Total and Grand Total calculation
Print on A4 sized paper
- Perfect fit on A4 sized portrait paper
- Add and remove lines as needed
- Works with Excel, Google Sheets and Microsoft 365
Automatic Tax Calculations: Available field entry to enter any desired discount percentage. All taxes are calculated only on the selected line items ( YES/NO option ) and after deducting the chosen percentage discount. The sales tax to be used can be changed according to your local sales tax values. Total sales tax is auto calculated.
The currency symbol can also be changed by selecting the currency fields, right click on the selection and choosing FORMAT CELLS. You can choose any available currency symbol. All formulae work the same.
Header and Notes Section: All quotation information can be entered in the professionaly designed header including your company name and details, customer name, company and address, quotation date, quote number and customer ID number.
Contact details for inquiries are entered at the top sub header and are also displayed at the bottom notes section along with any custom quotation terms.
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