Quote Template (Free Excel)
A free quote template for Excel. Add items, set discount and tax, and the totals and valid-until date are calculated for you.
Download the free Excel template (.xlsx)
Free. No email or sign-up needed. One Excel file, 2 sheets.
What is inside the quote template
| Sheet | What it does |
|---|---|
| Quote | Your details, customer details, quote number, 15 line items, discount, tax, total and terms. The valid-until date calculates from the quote date. |
| Read me | Short instructions. |
Yellow cells are for your own numbers and text. Green cells calculate by themselves, so do not type over them. Sample data is included so you can see how it works, then replace it with your own.
How to use it
- Download the file and open it in Excel 2010 or later. It also opens in Google Sheets and LibreOffice.
- Replace the sample data in the yellow cells with your own.
- Read the totals and results that update automatically.
- Save a copy for each month, project or client, or print it from File > Print.
The template is free to use and edit. If you want a version built around your own process, with your branding, extra sheets or automation, tell us what you need.
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Frequently asked questions
What should a quote include?
Your details, the customer, itemised prices, taxes, total, validity period and payment terms.
What is the difference between a quote and an estimate?
A quote is a fixed price offer. An estimate is an approximate cost that may change.
How do I send it?
Use File > Print and save as PDF.
Can I add my logo?
Yes. Insert your logo in the header area of the sheet.
Need a custom spreadsheet built for your business?
Talk to usMore free tools: All free Excel templates · Estimate template · Invoice template · Purchase order template