Free Excel Quote Template

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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  Standard Excel Quote Template

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  Basic Excel Quote Template

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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.

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.

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1. Add Your Business: Replace the sample business name and contact details with your own.
2. Add Your Logo: Add your logo if you want the quote to match your other business documents.
3. Add the Customer: Enter the customer's name, business, and contact details.
4. Add the Quote Number and Dates: Enter a unique quote number, the issue date, and a valid-until date when the offer expires.
5. List the Products or Services: Enter each item, quantity, and rate. Make sure the line-total formula covers every row you use.
6. Check the Totals and Terms: Review the subtotal, discounts, sales tax, and final total. Add timing, payment or deposit terms, exclusions, and a clear way for the customer to accept.
7. Review and Send: Test the formulas with simple numbers. Check the print area and page breaks, save a PDF, and review the finished file before you email it.

Check the Formulas Before You Send

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.

• Word Quote Template
• Google Docs Quote Template
• Google Sheets Quote Template
• All Quote Formats

Excel Quote Template FAQs

• 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.

• 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.

• 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.

• 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.

• 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.

• 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.

• 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?

Add the customer, line items, prices, and terms in Docelf. Docelf calculates the total and keeps the quote ready to send.

• Email the quote through Docelf or download a PDF
• See when your customer opens it
• Get notified when your customer accepts it
• Turn the accepted quote into an invoice

Create Free Quote