Free Excel Quote Template
Price the job without fixing Excel formulas
Skip spreadsheet setup and formula work in Excel. Accurate totals keep the offer easy to check at a glance and help customers feel confident choosing you.
Prefer to work in Excel? Use a free XLSX template below.
14-day free trial. No credit card required.
Price the job. Send the quote. Get back to work.
Download a Free Excel Quote Template
Choose the layout closest to the quote you need. Download the XLSX file, open it in Excel, and save a new working copy before you change the details.
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Create the Quote Without Checking Spreadsheet Formulas
Excel works well when you want an offline workbook and control over every cell. Docelf is easier when you want to price the work, send the quote, and turn the accepted quote into an invoice.
Add the customer and line items. Docelf calculates discounts, sales tax, and the total. Email the finished quote and see when your customer opens it. Docelf notifies you when they accept it.
- Reuse saved customer, product, and service details
- Add or remove line items without copying formulas
- Let Docelf calculate discounts, sales tax, and the total
- Email the quote and see when your customer opens it
- Get notified when your customer accepts the quote
- Turn the accepted quote into an invoice without starting over
Prefer a spreadsheet? Download an Excel template above.
Create a Quote Ready to Send
Add the customer, work, price, and terms. Docelf calculates the total. When your customer accepts the quote, turn it into an invoice.
How to Use a Quote Template in Excel
Download the workbook and save a working copy before you edit it. Check the formulas as you add rows, then review the print area before you create the customer PDF.
- Business Details: Replace the sample business name and contact details.
- Logo: Replace the sample logo or remove it if you do not use one.
- Customer: Enter the customer and job or delivery address when needed.
- Number and Dates: Add the quote number, issue date, and valid-until date.
- Items and Formulas: Enter each item, quantity, and rate. Check formulas in every added row.
- Totals and Terms: Review the totals, then add timing, payment terms, and acceptance instructions.
- Test and Export: Test the formulas, check the print area, and save a customer-ready PDF.
Check the Formulas Before You Send
Save a New Working Copy
Keep the original workbook unchanged. Save a new file for each customer or project.
Test With Simple Numbers
Use quantities and rates you can calculate in your head. Make sure every total matches before you add the final prices.
Copy Formulas Into New Rows
When you add line items, copy the formula and formatting from a complete row. Check that the subtotal includes the new row.
Review the Print Area
Open print preview and make sure the customer details, line items, totals, and terms appear on the finished PDF.
Excel or an Online Quote?
Use Excel when you need an offline workbook and control over the formulas. Use Docelf when you want to calculate the total and send the quote from one place.
Create a quote online with Docelf when you want fewer formulas to check and fewer files to manage.
What to Include in a Quote
Even in a spreadsheet, the customer needs a clear offer and a total they can trust.
- Your business name and contact details, plus your logo if you use one
- Your customer's name and contact details
- A unique quote number, issue date, and valid-until date when needed
- A clear description of the products, services, or work
- Quantities, rates, prices, and the total, plus discounts and sales tax when they apply
- Expected timing, delivery details, and anything not included when relevant
- Payment or deposit terms when they apply
- A clear way for your customer to accept the quote
Other Quote Template File Formats
Choose Word or Google Docs when wording matters more than formulas. Use Google Sheets for shared calculations or PDF for the fixed customer copy.
Excel Quote Template FAQs
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How do I download an Excel quote template?
Choose a template above and select Download XLSX. Save the file, open it in Microsoft Excel or a compatible spreadsheet app, and save a working copy before you edit it.
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Does the Excel quote template calculate totals automatically?
The Excel templates use formulas for common line totals and quote totals. Test them after inserting rows, and check the print result before you send the customer PDF.
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How do I add more line items?
Insert a row inside the line-item table. Copy the formatting and formulas from a complete row, then check that the subtotal and final-total formulas include the new row.
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How do I check the formulas?
Use simple test numbers you can calculate in your head. Check each line total, then review the subtotal, discount, sales tax, and final total before replacing the test values.
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How do I save the Excel quote as a PDF?
Use File, Save As or Export, and choose PDF. Check the print area and page breaks. Make sure the customer details, line items, totals, and terms appear correctly.
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Should I use Excel or Google Sheets?
Use Excel when you want an offline workbook and familiar desktop tools. Use Google Sheets when several people need to work in the same browser-based file. In either format, check the formulas before you send the quote.
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Can I turn an accepted Excel quote into an invoice?
An Excel workbook does not turn itself into an invoice. In Docelf, you can turn an accepted quote into an invoice without entering the customer, work, and price details again.
Ready to Send Your Quote?
Use the online quote when you would rather skip formula fixes and print-area setup.
- Let Docelf calculate discounts, tax, and totals
- Email the quote or download a PDF
- See when the customer opens or accepts it
