Create Accurate, Professional Sales Quotes with Ease
The Sales Quotation Excel Template is a ready-to-use document designed to help businesses generate formal, consistent, and clear quotations for products or services. Whether you’re a small business, freelancer, or sales team lead, this spreadsheet helps you prepare client-facing quotes that are both professional and easy to customize—without needing special software.
With structured sections and automated total calculations, this template minimizes errors, ensures accuracy, and speeds up your quotation workflow.
A Well-Structured Format for Professional Sales Proposals
The Excel file is designed for one-page clarity and includes all essential components of a professional quote:
Header Section
Customize with your company name, address, contact details, and quotation number. This section also includes:
- Date of quotation
- Quotation reference number
- Client name and address
Itemized Quotation Table
This is the heart of the template where you enter:
- Product or service description
- Quantity
- Unit price
- Line total (auto-calculated)
The table is expandable to accommodate multiple line items and includes a final section that summarizes:
Quotation Summary
- Subtotal
- Discount (if applicable)
- Tax (with adjustable rate)
- Final quoted amount
Terms and Notes
A final block at the bottom allows you to define:
- Payment terms
- Offer validity period
- Delivery schedule
- Any additional remarks or conditions
You can print, PDF, or email the quote directly from Excel, making this template versatile for digital and physical formats.
Who Should Use This Quotation Template?
This tool is ideal for:
- Sales teams preparing quotes for leads or customers
- Consultants or freelancers pricing projects or services
- Product vendors issuing formal quotes for bulk or wholesale deals
- Agencies sending cost estimates to clients
- Small businesses who need a polished, reusable quoting format
It saves time while presenting a professional, trustworthy first impression.
Why Excel Remains Perfect for Sales Quotes
While quoting tools and CRMs exist, Excel remains a go-to platform due to its customizability, offline access, and shareability. This Sales Quotation Template eliminates the need to build from scratch or rely on complex quoting software.
You have full control over pricing logic, formatting, and content—and can easily adjust currency, taxes, or terms based on your business needs. It’s great for solo professionals or teams who want efficiency without sacrificing professionalism.
Discover More Tools to Simplify Your Sales Process
The Sales Quotation Excel Template is part of our growing collection of templates for sales tracking, invoicing, and revenue planning. Visit our Sales Related Excel Templates to explore additional resources for your sales cycle—from cold outreach to financial reporting.
