A quotation refers to a formal document outlining the details and price of a proposed service or product for a client. It’s essentially a persuasive offer outlining the value and serves as a stepping stone towards securing a sale.
Why Use an Excel Quotation Template?
Excel offers a robust and user-friendly platform to design and manage your quotations. Here’s why it’s a our first choice:
- Increased Efficiency: quote creation with pre-defined elements like your company logo, contact details, and standard terms. Simply fill in project detail for each client.
- Accurate Calculations: Use Excel formulas for automatic calculations like totals, discounts, and taxes. Save time and avoid errors.
- Professional Presentation: Maintain a professional look for all quotes. Customize fonts, colors, and layouts to match your brand.
- Easy Data Management: Store and manage your quotation history electronically. This simplifies record-keeping and retrieval of past quotes.
Building Your Quotation Template in Excel :
Here are the 7 essential fields to include in your template:
- Your Company: Display your company name, logo, contact details, and website.
- Quote Details: Include a unique quote number, date issued, and how long it’s valid.
- Client Info: Add the client or company name, contact person, email, and phone number.
- Project Description: Briefly explain the work or products you’re offering.
- Breakdown of Costs: Create a table listing each item (product or service) with a clear description, quantity, price per unit, and total price.
- Final Price: Show subtotals, any discounts, and the final quoted amount.
- Payment Terms: Clearly state when the payment is due and accepted payment methods.
Quotation Template in Excel
In this page, you can easily download Quotation template for your company which will help you to easily edit it for you or your company. Furthermore, you can share it with your friends circle. Check out the different types of designs given below for your company, organizations and personal use.
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