Excel Quotation Template with Database is available in XLSX format as well as a Google Spreadsheet.
This template simplifies the process of generating quotations while allowing you to manage client data effectively. You can download the file as an Excel template or access it directly via Google Sheets for convenience and flexibility.
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Features
- ✔️ Comprehensive quotes for precise cost estimations
- ✔️ Built-in database for efficient data management
- ✔️ User-friendly interface for easy input
- ✔️ Categorization for clear organization of items
- ✔️ Export formats: XLSX and Google Sheets
- ✔️ Quick access to historical quotes
- ✔️ Clear visual summaries for better decision-making
- ✔️ Simplified editing and customization options
- ✔️ Downloadable example template included
- ✔️ Seamless integration with existing financial software
Instructions
- 1. Input client information: Fill in the client’s name, contact details, and project specifics.
- 2. Specify project details: Enter the start and end dates along with milestones for accurate tracking.
- 3. List service items: Detail the services offered along with their respective costs.
- 4. Automatic calculation: Observe real-time calculations for totals and subtotals based on input.
- 5. Review itemized expenses: Examine a detailed breakdown of costs and services in a structured format.
- 6. Produce quotations: Generate comprehensive and visually appealing quotation documents for your clients.
Explore 6 predefined templates for Excel Quotations, thoughtfully created to streamline the quotation process. Each template is designed with specific features to enhance your pricing strategy and facilitate effective database management:
Excel Quotation Template With Database
Explore a variety of templates to simplify your quotation process:
