Review how to manage it through a spreadsheet? Why the project manager uses quotation templates for calculating overall companies finance?

Actually, this isn’t a big problem in small business, but if you are thinking beyond the corner like big fish in the market, then they have some organized plan relates to management financial details. The big organization can’t survive without utilizing some easy to use the tool in every department.

Advantages of Quotation Templates:

So we are here ExcelTemp to helps manager regarding control finance or other expense budget calculation. Here are different styles to review in different Excel version; you can easily manage quotes in MS 2013 or 2010 version without any technical or fundamental skill.

Features of Quotation tool in Project Management

Here we are discussing the main advantages of business financial projection tool, mostly accountants are been used this kind of template for stay alert of any changing in the calculation.

How to prepare financial quotation it manually?

So if you are making without any skills, then learn about excel basic before attempting this own. Let’s create it manually phase to phase.

In the first phase, you will create the header of particular excel or Ms. Word page, here you add company logo, a summary of accounts and prepared by and prepared to details, etc

Some add logo right or left the side of the page and mentioned company profile in summarized form against it.

Now in phase two here are some necessary items to be listed carefully

  • Customer
  • Name
  • Address
  • City
  • Phone
  • Mics items
  • QTY and Description, Unit price and Total

Quotation on Spreadsheet Management 

So on manage through a spreadsheet, very easy to maintain and save online advantages of quotation templates also. Sometimes your internet connection loss during making any important document, or other electricity breakdowns.


    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Your email address will not be published.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 *