A sales quotation template is a business document that is intended to give an idea about the melange of services/goods you offer along with the price list respectively. Thus, you can attract the customer towards your business. Our sales quotation templates help you boost your sales and improve your business strategies. Mar 12, 2019  This 17+ Excel quotation templates can be downloaded free here. More quotation templates like 17+ Excel quotation templates can be searched here. See formats & samples.

1. Quote Form Templates
2. Sample Quotation Forms

Quote Form Template

One of the easiest ways to create a price quote form for your business is to first start from an appropriate template. If you are looking for easily editable and printable quote form templates, here is your final stop. Edraw offers a collection of free business forms including great-looking quote forms. With these ready-made templates, you don't need to start from a blank page. Instead, through modifying an existing quote form template you can save more time and energy. With just a few modifications you will have a tailor made quote form for your own business.

Download a free trial and see first-hand how quickly and easily you can create effective great-looking quote forms.

Quote Form Software

Edraw is embraced as a practical and convenient quote form maker which is well received by users. It has included quote form template allowing you to drag and drop form components flexibly to compose a completed form with the style you like. In a few clicks you can add table, company address, company logo, change fonts and colors, add contact information, and choose which items appear on your forms. No matter you are a novice or a professional, you can deal with it at first sight and create professional quote forms with only a few mouse clicks.

Customize a Ready-made Quote Form Template

After selecting a template, you can redesign it to fit your specific needs. You can easily replace the content, re-layout the form format and customize the appearance. All the elements and symbols can be customized via the changing of background and line color, font, and border style. It's easy to insert company logo, too. All components can be dragged and dropped to anywhere of the canvas, which enables users to lay out the format with no hassle.

More Quote Form Templates

Edraw quote form software includes some examples and templates to help you get started directly. You can open these templates and modify them to meet your requirement.

Quote Form Template

Editable, printable and sharable, this quotation form template is provided to benefit more users.

Price Quote Form Template

Download this editable quote form template, and only through some minor changes you can make it yours.

Other Business Form Templates

In addition to quote forms, Edraw also provide an array of other business forms templates which are available to download. Explore more resources from our template page or download Edraw max to discover endless possibilities for diagramming.

Sales Invoice Template

A Price Quote, Sales Quote, or Service Quote can be a legally binding agreement between a vendor and a customer to deliver products and/or services at a predefined price. When the quote is accepted by the customer, the quote is then normally converted to an invoice. If you are looking for an easy yet professional way to create a price quote, download our free Price Quote Template below.

One of the easiest ways to create a price quote template for your business is to first start from an appropriate invoice template. For example, the first quote template on this page was created from our free invoice template. The second was created from our billing invoice template. The main differences between an invoice and a quote are explained below. So, if you need a more specific format such as a sales quote for the sale of goods or a service quote for hourly work, you could download the Sales Invoice or Service Invoice and convert them into a quote template with just a few minor changes.

This screenshot shows the Excel 2003 version. The Excel 2007+ version is very similar.

Download

Other Versions

Template Details

License: Private Use

Quote Form Templates

(not for distribution or resale) Visit Support Page

'No installation, no macros - just a simple spreadsheet' - by Jon Wittwer

Description

This free Price Quote Template is almost exactly the same as our free invoice template, with just a few minor modifications. The new Excel 2007+ version gives you 2 different designs to choose from (on separate worksheets). The second design lets you enter unit costs and quantities.

The following points explain the difference between the quote template and the invoice template:

• Some of the labels have been changed from 'invoice' to 'quote'.
• We've added an example 'New client discount' line to show how you can include discounts on your price quote.
• The Comments section has been changed to a Terms and Conditions section with a place for the customer to accept the quote by signing. You can remove the signature line if you don't need that, and add your own terms and conditions.

If you would like to provide your customer with a work estimate that is not a binding contract, you can try our job estimate template.

⤓ Download

Template Details

License: Private Use
(not for distribution or resale)

Description

This quote template is based on the billing invoice and job estimate designs, and is general enough to be used for many types of service businesses.

How to Use the Price Quote Template

A price quote is almost exactly the same as an invoice except for the following 5 points:

1. Expiration Date: A quote should include an 'Expiration Date' or 'Valid Until Date', after which the quote is no longer valid (meaning that the vendor is not bound to the prices quoted after that date).
2. Quote #: Depending on your quote and invoice tracking system, the quote # and the associated invoice # might end up being the same thing. But on the quote, you should label it 'Quote #' to avoid confusing the customer into thinking that the quote is an invoice.
3. Prepared By: Your customer will want to know who they can contact if they have questions. Unlike an invoice which is a bill for a sale that has already taken place, a price quote is a tool for completing a sale. You want your customer to know that they have a real person they can contact. You could include a 'Prepared by:' field below the address, and/or use the comment at the bottom of the template. If you were converting a sales invoice into a sales quote, use the 'Salesperson' field list who prepared the price quote.
4. Terms and Conditions: Instead of comments that just specify payment requirements, you might need to spell out other terms and conditions. This could be done within the body of the invoice (underneath the description of an item) or in a separate 'Terms and Conditions' section.
5. Customer Signature: A price quote often has a place for the customer to sign their name to indicate their acceptance of the quote, but not always. It is common for businesses to email their customers a quote and then ask for an indication of acceptance via email. The higher the price, the more likely that a signature is or ought to be required.

New Client Discounts

New client discounts are a common way to help entice a new customer to purchase from you. Your customer might be requesting price quotes from multiple businesses, so your 'new client discount' might be the thing that makes the sale. You can include discounts by entering the description for the discount on a separate line and entering a negative price.

You also might want to specify in an email that you will give the client an additional discount of $XX if they accept your quote by [the date]. People love discounts, and offering a discount to a client if they accept your quote with 7 days might encourage them to decide to go with your company instead of just delaying indefinitely or continuing to seek quotes from other businesses.

Sample Quotation Forms

How to Print and Send a Price Quote

When it comes to price quotes, most interactions these days occur via email, by sending the customer a PDF of the quote. You shouldn't be sending your customer the actual Excel file that you use to create the price quote, especially if you also store a list of customers or prices within the file.

I would strongly recommend that you get a tool that will allow you to print an Excel document to a PDF. Adobe Acrobat includes a PDF print driver, but there are free tools as well.

How to Manage Your Price Quotes

There are great online services these days for managing sales quotes and invoices, but if you only occasionally send out quotes, a simple Excel spreadsheet should suffice. You can keep track of your price quotes and create special quote templates for specific clients the same way you might do this for invoices: see our Invoicing article.

Related Content