Quote Template Spreadsheet preview
PDF quote Sheet preview
Layout Sheet preview
Company Sheet preview
Quote details Sheet preview
Services Sheet preview
Products Sheet preview
Clients Sheet preview
Layout 5 Sheet preview
Quote layout 4 Sheet preview
Quote layout 3 Sheet preview
Quote layout Sheet preview
Quote layout Sheet preview
Quote itens Sheet preview
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Synopsis

Have you ever had to manually calculate and put together a quote for a client? For professionals in any field, calculating prices, fees, and discounts, as well as organizing this information into a clear layout, can be a time-consuming and error-prone process. To solve this, we developed the Quote Template, which automates the creation of up to five different quote layouts based on your offered products and services, allowing you to select the ideal one and send it to your client in just a few clicks.

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The Quote Template has several practical applications in the field of sales and services. It automates the creation of up to five different quote layouts based on your offered products and services, saving time and reducing errors. It allows professionals to quickly calculate prices, fees, and discounts, and organize this information into a clear layout. This can then be sent to the client in just a few clicks, improving efficiency and professionalism.

The Quote Template is a tool that aids professionals in various fields by automating the process of creating quotes. It allows for the calculation of prices, fees, and discounts, and organizes this information into a clear layout. This can save professionals significant time and reduce the risk of errors. The template can generate up to five different quote layouts based on the offered products and services, enabling the user to select the most suitable one and send it to the client with ease.

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Quote layout

Before using the template, it's helpful to know how it's set up. The blue highlighted fields – or blue text – are where you need to enter your information, and they're essential for the template to work correctly. The black fields have special formulas and calculations. Be careful not to delete the fields with black numbers or make big changes, as they are important for the template to function properly.

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Quote details

Content

How to use the template

To begin with the template, it's important to understand the difference between the group of "input tabs" and "Reports & PDFs tabs". The "input tabs", marked in blue, are designated for users to register and input data. This includes company information, client details, registration of services, and product catalogs, among other components necessary to create the quotes.

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On the other hand, the "Reports & PDFs tabs", identified by the gray color, are sections created automatically that require no manual input. They use the data from the "input tabs" to create different layout options where users can export them as PDF documents to send directly to clients. This structure ensures that data is entered only once, and automates the formatting of the final report to reduce the margin for errors.

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How to register quote details

Company details

The "Fields" tab serves as the starting point for customizing the template. Here, you can enter your company's data, such as name, address, phone number, email, and website, which appear in the heading of the quotes you create. An important feature of this tab is the ability to select, through checkboxes, which information to display on the final layouts, giving you control over what to share.

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Company

This tab is also where you define the client information you wish to record and include in the quotes, be it company name, address, social media, or any other detail. This flexibility helps to adapt the template to different business practices and communication preferences. Similarly, the checkboxes allow you to decide whether these details will be visible in the final document or if they will only be used internally for registration.

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Clients

The 'Clients' tab simplifies how you manage and access client details, eliminating the need to search for scattered information each time you create a new quote. Once you've customized the fields in the "Fields" tab to match your data entry requirements, the "Clients" tab adapts to display the chosen setup. All you need to do is add the desired clients, and their information becomes instantly accessible across other tabs for any future quotes.

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Clients

Services

In the "Services" tab, you catalog the services that your company or you, as a freelancer, provide. Each service can have a fixed price or be billed hourly, depending on the nature of the work. These options can be selected in the "Pricing Type" dropdown of the services table and directly affect cost calculations. Services billed by hour multiply the unit value by the number of hours, while those with a fixed price maintain their value, regardless of duration. The tab also provides room to include a detailed description of each service. This helps prevent misunderstandings and serves as a reference guide for the range of services offered.

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Questions and answers
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The "Quote details" tab in the Quote Template is where the quote is formed. It consolidates all the necessary information for a quote, including the recipient, discounts, fees, shipping, and the selection of products and services. The process begins with the selection of the client, whose data is automatically imported from the "Clients" tab.

The "Quote details" tab in the Quote Template streamlines the process of constructing a quote for a client by consolidating all the necessary information in one place. This includes details about the recipient, discounts, fees, shipping, and the selection of products and services. The process begins with the selection of the client, whose data is automatically imported from the "Clients" tab. This reduces the time and effort required to manually input this information, making the quote creation process more efficient.

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Services

Products

The "Products" tab functions similarly to the "Services" tab and is useful for businesses and professionals who offer physical or digital products. In this part of the template, it's possible to register and organize the product catalog, including unit prices and, if necessary, a brief description of each item. When a quote is being created, the user has the option to determine the quantity of each product requested by the client. The template automatically calculates total costs based on the established unit price.

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Products

How to create a quote

The "Quote details" tab is where the quote takes shape. Here, the user consolidates all the information needed, covering everything from the recipient and discounts to fees, shipping, and the selection of products and services. The process of constructing the quote begins with the client choice, whose data gets imported from the "Clients" tab automatically.

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The subsequent steps involve entering details like the date of the quote, its validity, currency, and the person handling it, which facilitates management when there are multiple individuals responsible for the quotes.

Quote details

The tab also allows for the application of discounts, either by adding a percentage or fixed values, including extra fees, shipping costs, and an estimated product delivery time. These adjustments are automatically reflected in the total quote.

Quote itens

Finally, in the "Quote items" section, the user can detail each item in the quote, whether it's a "Service" or "Product", from a dropdown menu. The template also allows specifying the required quantity. This way, costs based on the unit value of each item are calculated automatically.

Layout 5

Ultimately, the entered data is reflected in the template's layouts, providing the client with all the necessary information.

How to customize the quote

The template features five layout options to allow users to choose the model that best matches the style of the proposal and client expectations. The layouts are configured to display all essential elements based on the 'Quote details' tab, like company and client information, the list of services or products with their respective costs, calculated totals, applied discounts, taxes, and shipping. To edit any information, return to the previous tabs and customize as needed.

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Quote layout
Layout
Quote layout 4

Customize font styles and colors

Users can customize the templates' colors and fonts as they wish, thus offering a level of personalization that reinforces the brand's visual identity. This customization is easily carried out within Excel's own formatting tools. Here's how:

  1. Select the fields you wish to modify;
  2. From Excel's upper menu, click on "Home";
  3. In the "Font" section, choose which customization tools you want to use, whether it's font style, size, color, background, borders, or anything else.

Customize the logo

[text]You can also insert your own logo into the template. To do this, follow these steps:

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Questions and answers
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The main components of the Quote Template that help in improving the accuracy of quotes are:

1. Predefined fields for product or service details: These fields help in ensuring that all necessary information is included in the quote.

2. Automated calculations: This feature eliminates manual calculations, reducing the chances of errors and improving accuracy.

3. Customizable layouts: These allow you to tailor the quote to the specific needs of your client, further enhancing accuracy.

4. Integration with Excel or Google Sheets: This allows for easy data input and manipulation, further improving accuracy.

The Quote Template enhances business strategy by streamlining proposal management in several ways. Firstly, it saves time by eliminating manual calculations, reducing the chance of errors. This leads to more accurate quotes, which can improve customer satisfaction and trust. Secondly, it allows for the creation of up to five different quote layouts based on the products and services offered, providing flexibility and customization to suit different client needs. This can lead to more effective proposals, potentially increasing the chance of securing business deals. Lastly, the template is available in both Microsoft Excel and Google Sheets, making it accessible and easy to use for professionals across various fields.

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  1. Navigate to the "Insert" tab on the ribbon.
  2. Click on "Pictures" within the "Illustrations" group.
  3. Select "Over cells" > "This Device" > Browse for the image file, select it, and click "Insert."

Once inserted, the image will appear over the cells. You can click and drag the image to position it wherever you want. To resize the image, click on it and then drag any of the corner or side handles.

How to export the quote as a PDF

After customizing your quote to your liking, you can convert it to PDF to share with your client. Here's how:

  1. Click on the "File" tab in the upper left corner of Excel. From the sidebar menu, select "Save As."
  2. In the "Save As" dialog box, browse to the location where you want to save the file.
  3. In the "Save as type" dropdown menu, select "PDF."
  4. After setting your preferences, click "Save."
PDF quote

And there you have it, with just a few clicks, you can create a print-ready or electronically sharable PDF, preserving the defined layout, structure, and visual quality.

Conclusion

The Quote Template, available in Microsoft Excel and Google Sheets, is an essential tool for professionals across various fields, as it saves time and reduces errors by eliminating manual calculations. Download the template now to streamline proposal management and improve the accuracy of your quotes.

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download Download this spreadsheet

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