In this document you will got idea about quotation template of sale and professional developing and advantages of quotation template (with a download link) as well as some importance of this relates to business management perspective. Microsoft excel or word been used for preparing sales and cost assessment either in inventory management or other data storage procedures. if you are unaware from the uses of quotation temp than in birds eye view this document will not only helps you in financial planning or budget/expense management but also guide you how to save company record in well-mannered way.

No matter what sort of business you are in? What’s your traditional method of preparing budget/analysis sheet? Which project management tool you’ve been used in past? There are no of issues relates to technology and software arises during saving, sharing and presenting document.

Project Management Excel Quotation Templates

Make sure some format is compatible to Excel version 2010 and some 2013, so you have at-least latest version of Microsoft for keep away from any compatibility issues. In banking sector these kind of format usually been using for making business plan regarding shoeing accountancy statistics.

Excel Quotation Templates of Sale

Preparing work breakdown structure or any other project management documentation quotation of sale and expense/budget first consider even making preliminary plan.

Essential Points of Quotation Templates in Word or Excel

Here are some importance tips to remember before preparing professional one, companies utilized this one and make some changing in it regular basis according to changes company policy and terms and condition.

Header Section of Quotation

Header section should be clean without adding too much text, review some professional editable sample and remember some things like;

  1. Company Logo with Tag line
  2. Starting Date
  3. Expiry Date
  4. Prepared BY
  5. Prepared For
  6. Product summary and other quotes

Body Section of Quotation

Body section will added product description with color separation of layout differentiate, don’t use catching color in this section, here are some essential point in it;

  • Quantity
  • Product NO
  • Description
  • Unit Price
  • Discount
  • Line Total

 Footer Section of Quotation template

It’s a most important final part of excel or word template, in footer there are some things must be added like;

  1. Total Discount
  2. Sub Total
  3. Sales Tex
  4. Total
1- Sales Quotation Template2- Website Quotation Template
 sales website
3- Construction Quotation Template4- Bid Quotation Template
 construction bid

Any other disclaimer and company privacy policy could be added in footer section in blur, so that overall format looks professional. Although you are free to use it according to company branding color and saving it other format, you can also add some other details like company Fax, PH No, Email and other personal or business contact information in header or footer section of this quotation template.

This record can also save in spreadsheet for online saving; don’t forget to add company logo. This will send clear perception in customer mind.  ExcelTemp is the renowned blog provides not only excel quotation template but also other financial planning data analysis and assessment project management chart, figure and other to do list tool.


    1. John Mathew

      Hi @Daniel i’m sorry for some topics we can not provide download link due to certain Google policies, I will surely email you with attached xls file hope you find it suitable according to your need.

      Team ExcelTemp

Leave a Reply

Your email address will not be published. Required fields are marked *