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Quotation template
With this quote template, you can generate instant price quotes for existing and potential customers, regardless of the products or services your company or business offers.
- Free, professional quotation templates you can download
- Advanced encryption for secure downloads
- Ready to go—no need to start from scratch
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How To Use the Quotation Template
- Download the Quotation Template to begin.
- Open it using Microsoft Excel or Google Sheets, and customize with your company details.
- Add customer details, quotation number, and expiration date.
- Enter item quantities, descriptions, unit prices, applicable taxes, and other information.
- Save and send your completed Quotation Template—simple!
FAQs About Quotation Templates
What is a Quotation Template?
Smallpdf's Quotation Template is a simple document for creating professional quotes for various projects, making it easier to send price quotes to clients. Our quote template includes details commonly needed to finalize agreements, including costs and terms for a service or product, ensuring an efficient quotation process, regardless of industry. This template helps you create accurate and professional sales quotations, without the need for special software or apps. It’s customizable, ensuring you can adjust each quotation to suit specific job requirements. Using a consistent template for quotes saves you time and creates a professional image.
How to make a quote using the Quotation Template?
Creating a price quote with our Quotation Template is easy. It is an XLSX file, so you can open it using Excel or Google Sheets. Just enter your business information, itemized costs, and other essential details to generate quotes for potential clients. This template simplifies the process by organizing all the necessary information into a clear format. You can customize it to include client-specific details, allowing you to quickly create quotes tailored to each project. If you frequently need to send quotes, using the template ensures professional and consistent presentations every time, building trust with your clients.
How can I create a quotation template in Excel?
To make a custom quote template in Microsoft Excel, start by downloading the Smallpdf Quotation Template. This will give you an excellent base to start with, saving you from creating a quote template from scratch. Standard fields are already included, leaving you to only add your own company information and other details. While you could create quotes in Word or Google Docs, using Excel or Google Sheets allows you to simplify many steps by using formulas. Once you save your customized estimate template, you can reuse it for all future quotes. If you have already saved a quotation in PDF format, our PDF to Excel tool can convert it back to a spreadsheet for you to make corrections.
What should be included in a professional quotation template for services?
A professional quotation template for services or products should present your business clearly to clients. Begin with your company details as text at the top, but try to also add your company logo as this adds credibility. Essential elements include the quote number, expiration date, and the client's details. Clear payment terms are crucial, so clients understand when and how payments are due. An itemized list, including quantities, unit prices, and total cost is also helpful. If relevant, include additional information such as purchase order numbers and shipping dates. This ensures your estimate quote includes all the information your client needs and reduces the risk of misunderstandings later on.
Where can I find a free quotation template to download?
Small business owners and freelancers can access our free quotation templates online to streamline their workflow. We also have many other free business templates that you can download and customize. Our free quote template saves time, especially for small businesses needing to send out quotes regularly, as it reduces the need to build each one from scratch. With a simple download, you’re ready to create professional quotes quickly and efficiently. Use our PDF Converter to create PDF quotes from your Excel document for an extra touch of professionalism.