Download Request for Quote Template In Excel

Introduction: Professional Quotations Made Simple

A price quote, sales quote, or service quote can serve as a binding agreement between a vendor and a customer to deliver products or services at a defined price. When accepted by the customer, this quote often converts into an invoice. If you seek a professional and straightforward way to create a price quote, our free Price Quote Template is the perfect tool.

Features of the Request for Quote Template

This free Price Quote Template shares similarities with our free invoice template, with a few essential modifications. It’s designed to capture unit costs and quantities accurately.

Quote Template Vs. Invoice Template

While they may appear similar, there are key distinctions between the quote template and the invoice template:

  • Some labels have been altered from “invoice” to “quote.”
  • We’ve incorporated a “New client discount” line to demonstrate how you may include discounts in your price quote.
  • The Comments section has been transformed into a Terms and Conditions section with a space for the customer to sign, indicating their acceptance of the quote.

Key Differences Between a Price Quote and an Invoice

  1. Expiration Date: Quotes typically include an “Expiration Date” or “Valid Until Date” beyond which the quote is no longer valid.
  2. Label: To avoid confusion, quotes should be labeled “Quote,” not “Invoice.”
  3. Prepared By: As a quote is a tool for completing a sale, not a bill for an already completed sale, it should include the contact details of the person preparing it.
  4. Terms and Conditions: Instead of just payment terms found in an invoice, a quote may spell out more detailed terms and conditions.
  5. Customer Signature: While not always required, it’s common to have a place for the customer to sign their name indicating their acceptance of the quote, especially for higher-priced transactions.

Conclusion: Streamline Your Quotation Process

Our free Request for Quote Template in Excel helps you create precise, professional quotes, enhancing your relationship with your customers and potentially increasing your sales. Download it today and experience the difference.

Download this Request for Quote template in Excel Format

Our easy to use editable Excel templates and save your significant amount of time and effort. Here’s how to download and use one of our templates:

  1. Download this free Excel Template: 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.

  2. 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.

  3. 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.

  4. 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.

  5. 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.

Click Download Button To Get Request for Quote Excel Template

Instruction :

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