Microsoft excel templates quotation how to#

Some of the things I build and deliver go to smaller sites who don't have Access or if they did would not know how to service it. Only thing is my organisation is very decentralised (geographically). PS: I used the sample quote format at ezysoft for motivation. More Excel Templates for Small Businesses: What about you? Do you excel for preparing quotations? What kind of templates do you use? Please share using comments. However, I do not use excel for invoicing (I use PayPal for that). Like most of the small businesses, I use excel extensively for preparing estimates, quotations and pricing models.

Email the quote, get new business and be awesome рџ™‚Дo you use Excel to Prepare Quotations / Estimates?.

Microsoft excel templates quotation pdf#

Alternatively convert the quotation to PDF using one of the Excel to PDF methods.

Select all the cells and print selection.

Enter the details (like hourly rate, your business name, address, phone number, payment terms etc.).

Go to the worksheet with the template you prefer.

If you use Excel 2003 or below вЂ“ Download this excel quotation template.

If you use Excel 2007 and above вЂ“ Download this excel quotation template.

You can easily modify the template and change values.

A quote template for hourly work like consulting, services or manual work (embedded below):.

A quotation template for one time work (shown aside).

The workbook contains 2 ready to use quotation templates.

Then I thought, heck, why not share it with all the readers of so that you too can make beautiful quotations, right from Excel. I just made a template in Excel in a few minutes and emailed it back to Bob. Then, I did what any excel enthusiast would do. I quickly Googled for a few quotation templates and found nothing too satisfactory. So, naturally Bob wanted me to send him a quotation so that he can get it approved and signup. Bob found my website quite useful and he liked the Excel School program so much that he wants to sign-up 8 of his team-mates for it.Д«ut, Bob works with a Governmental Organization. Yesterday a nice gentleman, lets call him Bob, emailed me.