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Quotation Format in Excel

Download free, editable Excel quotation templates — GST-compliant, item-wise, and ready to share via WhatsApp, email, or print.

Easily manage, track, and convert quotations into invoices using billing software built for India’s small businesses.

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Download free GST-ready Excel quotation templates

Create accurate, GST-ready quotations with editable Excel templates — perfect for retail shops, manufacturers, and service providers

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Features of myBillBook Quotation Generator

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Quick Quotation Generation

Create and send quotations within minutes using pre-filled templates. Reduce manual effort and speed up customer communication with accurate, professional quotes generated directly from your billing.

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Customisable Quotation Templates

Edit fields like item details, rates, discounts, taxes, and terms. Add your business logo and branding to personalise each quotation format to match your workflow and customer expectations.

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GST-Compliant Quotations

Auto-calculate CGST, SGST, or IGST based on your customer’s location. Ensure every quotation includes accurate tax breakdowns, keeping you fully compliant with India’s GST billing requirements.

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Quotation Invoice Conversion

Easily convert approved quotations into GST invoices with a single click. Save time, avoid re-entering data, and reduce costly errors during your billing and invoicing process for faster, smoother transactions.

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Instant Quotation Sharing

Share quotations instantly through WhatsApp, email, or PDF download. Speed up your approval process and follow-ups with digital sharing options built for on-the-go business communication.

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Quotation Tracking System

Track the status of every quotation — pending, approved, or invoiced. Get visibility into customer decisions, improve follow-ups, and boost your chances of closing more deals.

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Quotation Format in Excel/XLS

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 XLS may be your solution.

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 XLS.

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.

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.

  • Open a new Excel sheet
  • Using the sample quotation format, create a table with the required rows and columns.
  • The fields must accommodate all the details required to create a quotation template.
  • 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.

Frequently Asked Questions

How do I download a Quotation Format in Excel for free?

To download a Quotation Format in Excel for free, search online for the type of template you need (such as "Quotation Format in Excel") and browse through the results. Many templates can be downloaded in just a few clicks.

What makes Excel Format suitable for quotations?

Excel is a widely used software available on most computers and devices, making it easily accessible for business owners and freelancers. It is also user-friendly and easy to learn,making it an excellent tool for creating quotes. Additionally, Excel is highly organised, allowing for easy categorisation and organisation of data and easy calculation of data, ensuring accurate and professional quotes.

Can I customise a quotation format in Excel?

Yes, a quotation format in Excel format is fully customisable, allowing you to add your logo, company details, and terms specific to your business.

Is there a free quotation template available for XLS?

Many websites offer free quotation template XLS files that are easy to download, edit, and use for creating professional quotations.

Where can I find a sample quotation template in an Excel file?

You can download a sample quotation template Excel file online, pre-designed with fields for item details, rates, taxes, and totals.

Can I create a GST quotation in Excel?

Yes, you can add GST columns (CGST, SGST, or IGST) in Excel manually or use a GST-ready template that auto-calculates taxes based on your item values.

How do I format a quotation in Excel?

Use a structured layout with seller and buyer details, item descriptions, quantity, rates, taxes, and total. You can also use pre-made quotation templates to save time.

What details should I include in an Excel quotation?

Include your business name, customer details, quotation number, date, item list with rates, applicable taxes, discount (if any), total amount, and terms & conditions.

Can I use Excel quotations for official business purposes?

Yes, Excel quotations are widely accepted by customers, vendors, and clients — especially if they are GST-compliant, properly structured, and saved as a PDF for sharing.

Is there a difference between Excel and PDF quotation formats?

Excel allows editing and auto-calculation, while PDF is best for sharing final quotations. You can edit in Excel and export as PDF for secure, professional delivery.

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