Automatic Excel quotation template preview
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Automatic Excel quotation template

This template is designed for quotes with several products or services. Enter a quantity and unit price and Excel calculates each line amount and the final total, reducing manual calculation errors. Yellow cells identify the information that should be replaced before sending the quote.

Best for: Suitable for product sales, equipment suppliers, wholesalers, repair services, and independent professionals.

Free download XLSX

Template highlights

  • Automatic quantity and unit-price calculations
  • Subtotal, tax, shipping, and total formulas
  • Bilingual field labels
  • Editable currency and terms

Included fields

  • Seller and customer information
  • Quote number, date, and validity
  • Product or service line items
  • Payment and delivery terms

How to use it

  1. Replace the seller and customer details.
  2. Enter items, quantities, and unit prices.
  3. Complete tax, shipping, and terms, then export to PDF.

Common use cases

  • Equipment and component sales
  • Wholesale product quotes
  • Repair and installation services

Check before sending

  • Confirm currency, tax rate, and quote validity
  • Check that every quantity and unit price is numeric
  • Confirm shipping and tax are included in the final total

Template FAQ

Do I need to set up the formulas?

No. Line amounts and total formulas are already included.

Can I change the currency?

Yes. Update the currency label and number format, and confirm the required decimal precision.

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