Quotation Format in Excel

A quotation format in Excel is a template that can be used to create a professional-looking quotation document. It typically includes a header section with the company’s name, address, and contact information, as well as a table with columns for item descriptions, quantities, prices, and totals. The table may also include subtotals, taxes, and other charges as applicable.

Are you tired of struggling to create professional and accurate price quotes for your business or freelance services? Quotation Format in Excel may be your solution.

Free Quotation Format in Excel

What is Quotation Format in Excel

Quotation Format in Excel is a way to create a quotation, sales quote, or service quote using Microsoft Excel. A quotation is a legally binding agreement between vendors and customers to deliver products and services at a predetermined price. When the customer accepts the quote, it is typically converted to an invoice.

There are many different types of quotation formats available for free download, including quotation formats in Word, shipping quotation formats in Excel, general quotation formats in Excel, and freelance quotation formats in Excel.

Irrespective of your type of business, there is likely a quotation format that will suit your needs. Of course, you can always opt for a quotation format in excel free download, i.e. download a free quotation template online if you’re looking for an easy way to create a quotation.

Use myBillBook Billing Software to Generate Quotations

Benefits of Using Quotation Formats in Excel

There are many benefits to using Excel format for creating a quotation. Some of the top benefits include:

Accuracy

Excel allows you to easily input and calculate prices, discounts, and other data to ensure that your quotes are accurate and error-free. It allows easy calculation of data, which is essential for creating accurate and professional quotes. For example, you can easily calculate your products or services’ total cost and applicable taxes or discounts.

Customisation

Excel allows you to fully customise the layout and design of your quotation to match your brand and meet your specific needs.

Collaboration

Excel makes sharing and collaborating on quotations with team members or customers easy, allowing seamless communication and collaboration.

Time-saving

Excel allows you to create professional-looking quotes quickly and easily, saving you valuable time and effort.

Widely Used

Excel is a widely used software which makes it easily accessible for business owners and freelancers, regardless of their technical skills or device type.

User-Friendly

Excel is user-friendly and easy to learn, even for those new to the program. So it is an excellent tool for creating quotes, especially if you’re new to the process.

Highly Organised

Excel is also highly organised, which makes it easy to see all the relevant data at a glance. You can easily categorise and manage your data, making it easy to know what you’re quoting and for how much. You can then use them for creating quotes for larger projects or multiple products/services.

Steps to Create Quotation Format in Excel

You can follow the steps mentioned here if you want to create a quotation format in Excel. You need to have free access to Microsoft Excel sheets to create the format.

1. Open a new Excel sheet
2. Using the sample quotation format, create a table with the required rows and columns.
3. The fields must accommodate all the details required to create a quotation template.
4. Once you’re sure that you have included all the required fields, save the template.

Whenever you wish to create a quotation, copy the saved template, enter the details in the empty fields, save it with a different name and use it.

For businesses, especially hardware shops, using a billing software for hardware shop like myBillBook simplifies the process of generating quotations and invoices by automating calculations and saving time on manual entries. Try myBillBook to improve your business’s billing efficiency.

Also check

FAQS on Quotation Format in Excel

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