[Company Name] QUOTATION

[Street Address]
[City, ST ZIP]
Phone: (000) 000-0000 QUOTE #
Fax: (000) 000-0000 2034
[E-mail Address] CUSTOMER ID

CUSTOMER INFO Prepared By:

[Name]
[Company Name]
[Street Address]
[City, ST ZIP]
[Phone, E-mail]

DESCRIPTION OF WORK

ITEMIZED COSTS QTY UNIT PRICE

Service Fee 1 200.00
Labor: 5 hours at $75/hr 5 75.00
Parts, including sales tax 7 12.95
New client discount (50.00)

Thank you for your business! SUBTOTAL

OTHER

TOTAL QUOTE

This quotation is not a contract or a bill. It is our best guess at the total price for the service and goods described abov
The customer will be billed after indicating acceptance of this quote. Payment will be due prior to the delivery of service
and goods. Please fax or mail the signed quote to the address listed above.

Customer Acceptance
x
Signature Printed Name
If you have any questions, please contact [Name, Phone, email@address.com]
 QUOTATION
© 2017 Vertex42 LLC
Quote Template
DATE
2/1/2017 ← Press CTRL+SemiColon to enter the current date
VALID UNTIL
3/3/2017

HOW TO SEND THE QUOTE

1) Save or Print the worksheet as a PDF
2) Email the PDF to the customer

← Add rows ABOVE this line, if necessary.

AMOUNT
200.00
375.00
90.65
(50.00)
-
-
-
-
-
-
-

615.65 ← You can change the currency by editing the cell format

- ← This could be for shipping, tax, etc. Update the label as needed.

$ 615.65

e service and goods described above. ← Edit this statement as necessary.

be due prior to the delivery of service

Date
mail@address.com] ← Remember to update this information
HELP
https://www.vertex42.com/ExcelTemplates/quote-template.html © 2017 Vertex42 LLC

Getting Started
Customize the template with your company name, address, and other
contact information. Then, save a backup of the file to use as a template
for future quotes.

For repeat customers, update the customer info section and customer
ID and save a backup of the quote to use as a template for future
quotes for that specific customer. You may want to name the file
something like "Quote Template - Customer Name."

Valid Until
This field is set up to be 30 days after the value in the Date field, but you
can manually enter a date of your choice.

Sending a Quote to a Customer

One of the best ways to send a quote, besides printing a paper copy
and mailing it, is to email the quote as a PDF attachment. You can
create a PDF with Excel by exporting to PDF or going to Save As and
choosing PDF.

Additional Help
The link at the top of this worksheet will take you to the web page on
vertex42.com that talks about this template and quotes in general.
© 2017 Vertex42 LLC
Quotation Template

By Vertex42.com
https://www.vertex42.com/ExcelTemplates/quote-template.html

© 2017 Vertex42 LLC

This spreadsheet, including all worksheets and associated content is a

copyrighted work under the United States and other copyright laws.

Do not submit copies or modifications of this template to any website or online

template gallery.

Please review the following license agreement to learn how you may or may
not use this template. Thank you.

https://www.vertex42.com/licensing/EULA_privateuse.html

Do not delete this worksheet.