How do I create a quote?

Add the quote to the «Register», add items on «Items» by price list code, then enter the number on the «Quote» sheet and print it on A4.

How is the validity period calculated?

The quote date plus the number of days; the default comes from «Details», and you can set your own.

What is marked as overdue?

A quote with the status «Sent» whose validity period has passed.

Can I give discounts?

Yes, on an item and on the whole quote.

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Commercial Quote and Price List — Excel Template

A price list, clients, quote register and items; a printable quote by number with totals, VAT and validity period; statuses and conversion rate.

≈ $4.89

390 ₽

Blank template + filled-in example · Excel 2007+, LibreOffice, Google Sheets

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What it is for

A quote should reach the client quickly and without mistakes. Prices are stored in the price list, items are chosen by code, and the A4 quote is assembled by number. The register shows which proposals are awaiting an answer, accepted or overdue.

What is inside

«Details»: company, contacts, payment terms, lead times, VAT.
«Price list» and «Clients»: up to 200 items and 100 clients.
«Register» and «Items»: up to 300 quotes and 1500 items, statuses Draft, Sent, Accepted, Declined.
«Quote»: a print form by number.
«Summary»: quotes and amounts by status, conversion rate, overdue quotes, average value.

Who it is for

Sales managers, sole traders and small companies, freelancers and agencies that send commercial quotes.

What you get

The package includes a blank spreadsheet and a filled-in sample with fictional data, so you can see how the formulas and checks work. It is a spreadsheet built on ordinary formulas, not an accounting program. All fixes and new versions of the project are free.

Compatibility

Excel 2007 and later, LibreOffice. No macros. Rates, thresholds and reference values are kept in settings: check them against the rules that apply to you before use. Calculations are approximate. The file is in English.

📘 How to Create a Price Quote in Excel (with Price List and Register)

Questions and answers

How do I create a quote?: Add the quote to the «Register», add items on «Items» by price list code, then enter the number on the «Quote» sheet and print it on A4.
How is the validity period calculated?: The quote date plus the number of days; the default comes from «Details», and you can set your own.
What is marked as overdue?: A quote with the status «Sent» whose validity period has passed.
Can I give discounts?: Yes, on an item and on the whole quote.