Download Quote template Excel Template

Business management, Excel Templates, Invoice Templates

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

Quotation format in excel

This free Price Quote Template is exactly the same as free invoice template, with just a few minor modifications. The second design lets you enter unit costs and quantities.

Quote template and invoice template

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

Some of the labels that have been changed from “invoice” to “quote”.
We’ve added an example “New client discount” line to show how you may include discounts on your price quote.
The Comments section has change into Terms and Conditions section with a place for the customer to accept the quote by signing.

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

Expiration Date: A quote include an “Expiration Date” or “Valid Until Date”, after which the quote is no longer valid .
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.
Prepared By: Your customer want to know who they can contact if they have questions. Unlike an invoice that 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 whom they can contact.
Terms and Conditions: Instead of comments that specify payment requirements, you might need to spell out other terms and conditions.
Customer Signature: A price quote 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 in the email. The higher the price, the more likely that a signature is ought to require.

How to Use this Quote template Excel template

Our editable Excel templates for data analysis are easy to use and can save you a significant amount of time and effort. Here’s how to download and use one of our templates:

Download: Once you’ve browsed through our collection of templates and find the one that best fits your needs. Once you’ve found the template you want, click on the download button.
Replace sample data with your actual data: Once the template is downloaded, open it in Excel. You’ll see that it is already set up with sample data. To start analyzing your own data, simply replace the sample data with your actual data.
Customize the template: Our templates are completely editable, which means you can customize them to fit your specific needs. For example, you can change the formatting, add or remove columns, or create new charts and graphs.
Use the Excel template: Once you’ve fed in your data and customized the template, you’re ready to start using it for data analysis. Use the various tools and features of Excel to analyze and visualize your data, and make informed business decisions.
Save and share: Once you’ve finished working on the template, save it to your computer and share it with other members of your team or stakeholders as needed.

In summary, our editable Excel templates for data analysis are easy to use and can save you a significant amount of time and effort. Simply, download the template, replace sample data with your actual data, customize it as per your requirement, use it for data analysis, and save or share it with others as needed. With our templates, you can quickly and easily analyze your data and make informed business decisions.

Click Download Button To Get Quote template Excel Template

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