Skip to main content
InvoicingTemplate.com main content
sharing is caring! we do appreciate your time to let others know us!

Summary

QUOTATION

Looking for Excel quotation template spreadsheets for your small business? We have ready-to-use free samples for you.

All the invoice templates here on InvoicigTemplate.com can be easily converted to quotation templates with the built-in tool in Invoice Manager for Excel (namely Uniform Invoice Software).

Starting with version 6.11, Invoice Manager for Excel (namely Uniform Invoice Software) supports quotations. This means you can easily convert a quotation to an invoice once the prices and terms of goods, items and services are accepted by the customer.

Create quotation template from invoice template

  • Make sure you have the latest version of Invoice Manager for Excel (namely Uniform Invoice Software) installed.
  • Open your invoice template.
  • Click the "Tools" drop-down command on the "Invoice" ribbon tab. Choose "Copy invoice worksheet to create quote worksheet" command.
  • Click "Yes" to continue the process.
  • A new worksheet "Quote" is created.

The newly create quotation form has exactly the same layout as the original invoice sheet. To make it work with Invoice Manager for Excel (namely Uniform Invoice Software), it also applies the following changes:

  • Name all cells/fields with "oknQt" prefix.
  • Updates all formulas.
  • Updates the "cell link" properties of form controls (if any)
  • Replaces all the occurrences of the text "Invoice" with "Quote".

You may still need to tweak the quote form manually. For example, many invoice templates here on InvoicingTemplate.com contain the "Paid" and "Balance Due" cells, which are not suitable for a quotation for estimate template.

The standard invoice template shipped with Invoice Manager for Excel (namely Uniform Invoice Software) includes the quotation sheet created in this way.

Create a quotation

The steps for creating a quotation are similar to those of creating an invoice. Refer to our movie tutorial or quick start tutorial for information on how to create a customer account and your first invoice.

  1. Open the quote template / invoice template as usual.
  2. Switch to "Quote" worksheet if it is not the active one.
  3. Click "Clear & New". This makes the form ready for a new quotation - all fillable cells are cleared, and some of them are filled with default values - for example quotation date, sales rep. name, payment term etc.
  4. Click any cell inside the "Bill To" area. The on-sheet picker button appears. This smart button appears whenever you click a supported cell. Click it to open the list of customers / clients. You can double-click a customer account to retrieve all the information about the customer, or if want to create a new customer account, then fill the information directly into the "Bill To" section.
  5. Fill in products, i.e. quoted items into the detail section. Note the subtotal, tax and total cells calculates the amounts automatically.
  6. Click "Save To DB" on the sheet, or "Save Quote" on the Excel task pane. Invoice Manager for Excel (namely Uniform Invoice Software) numbers the quotation automatically, and if the customer account is new, an account number is created too. These number are unique. The starting number and prefixes could be set by clicking the "Settings" button, and then the "Database" tab.
  7. Now you can print a hard copy the quotation. To do this, click the "Print" button.

    Or, you can email the quotation directly to the customer, in PDF, image or Excel format. To do this, you simply need to click the "Extract / Email" button. However for the first time usage, you have to fill in your email account information. To do this, click "Settings", and then go to the "Extract / Email" page. Please refer to Email Invoices with One Click of Mouse to find out how to setup the email options.

Convert quotation to invoice

It's just one click to convert a quotation to an invoice. To do this, follow the steps below.

  1. Click the "Quotes" button on the ribbon, or the button on the "Quote" sheet.
  2. A data list window shows all the quotations you created. Browse the list to find the one you want to convert. Click to select it.

    You can use the search bar to locate the quotation you need quickly. You can search by quotation#, client name, address, email, phone or shipping address etc.

  3. Click "Convert to Invoice". This brings all the quotation information to the "Invoice" sheet. Verify the information, and click "Save To DB" or "Save Invoice" to generate a new invoice. An invoice# is generated automatically. Visit Automatic Numbering for more information.

Each quotation has a "Status" property. This could be "New" or "Converted", marked with different colors on the list of all quotations. A quotation is marked as "Converted" automatically whenever you click the "Convert to Invoice" button. However it does not reflect whether you save the invoice.

Free Excel Quote Template is a sub-topic of Estimate Templates . Here are our templates closely related to Free Excel Quote Template.

Image and Picture on Invoice, Quote and Purchase Order

c4126
Image and Picture on Invoice, Quote and Purchase Order

The word "dynamically" here means the images are changed automatically according to the invoice content. This differs from static images, such as the logo image, which does not change from invoice to invoice.

For example, on this sample invoice template, the formula for the first product line looks like this:

General Quote Template for Excel

c2035
General Quote Format in Excel Spreadsheet Format

As an Excel spreadsheet template, we use Excel formulas to calculate subtotal, tax and total. For example, for the subtotal field, the Excel formula assigned to the subtotal field is "=SUM(oknLinetotal_1:oknLinetotal_22)". This is one of the big advantages of using Excel spreadsheet templates. While you can create beautiful and professional forms too using Microsoft Word, Publisher, PowerPoint or even Adobe Photoshop, it is much easier when you need to do some calculations. This ability, combined with custom fields (user-defined fields) supported by Invoice Manager for Excel (namely Uniform Invoice Software), resulting extremely flexible form designs, as you can see from the samples online here on InvoicingTemplate.com. Or see the PDF quotation sample to find out what it will like when your customer receive the quotation created using UIS.

Excel Quotation Template

c9008
Excel Quotation Template

"Unit Price" is a manually editable field. "Line Total" is also a calculated field, which looks like this (again, "_?" indicates line numbers):

The "LESS" is also a manually editable field, which is designed as a percentage value.

Freelance Invoice Template

c6018
Freelance Invoice Template

If you are a freelancer and or running a small business, doing writing, designing or as a consultant or carpenter, a professional looking invoicing template helps you get paid fast. Download Freelance Invoice Template now and start creating invoices in seconds.

Freelance Writer Invoice

c3012
Freelance Writer Billing Template

To getting paid on time for your freelance writing / designing / editing / journalist / website developing / consulting / video production / translation work the best way is to send an invoice, by traditional postal mail or electronical email, in either PDF format, Excel spreadsheet (xlsx / xls) format, or even image format.

Professional Freelance Bill

c4047
Professional Freelance Billing Format

No matter what freelance service you offer - freelance web design, graphic design, photography, copywriting, computer programming, website development, consulting, video production, translation, etc. - it makes sense to have a number of documents prepared as you tend to use the same ones over and over again. Invoice Template is one of them that you will find useful. If you are not family with invoicing yet, invoices should include: Who the invoice is to (client), Who the invoice is from (you), Date and invoice number, Service(s) carried out, Total costs, Any terms e.g. Payment required on receipt of invoice, A little thank you note.

Work Invoice in Excel

c4125
Work Billing Template in Excel

This work invoice template in Excel is designed for freelance workers who charges on an hourly basis. It has a word art logo that shows "WORK INVOICE", a "Work Description" section near the "Bill To" fields, and 4 columns that calculate totals using Excel formulas.

Excel Payment Voucher Template

c5052
Payment Voucher Template

The voucher# field is a must-filled-in field. It should be filled with a unique (and usually consecutive) value. If you use Invoice Manager for Excel (namely Uniform Invoice Software), the voucher# could be generated automatically by clicking the "Save To DB" button.

Service Proposal and Quote

c4009
Proposal and Quote Template

InvoicingTemplate.com provides you this proposal template are free to download and you don't need to pay a single cent. You also don't need to get registered first or signing for a premium membership. All you need is to choose the one you like and click on download button of your favorite free proposal template.

Invoice Design for Personal Trainer or Fitness Instructor

c4082
Billing Format for Personal Trainer or Fitness Instructor

The template is able to produce invoices without Invoice Manager for Excel (namely Uniform Invoice Software). In this case, it is able to do auto calculations for you with Excel formulas.

Lawn Care Invoice Template

c4065
Lawn Care Invoice Template

The template has space for you to put your own logo image on the top-left corner. Next to that is your lawn care business name, address, contact number, email and web address. On the top-right-corner, you'll see the invoice date, invoice # and customer (client) # fields. If you have Invoice Manager for Excel (namely Uniform Invoice Software) installed, to create a new invoice you simply click the "Clear & New" button on the task pane or on the top of the form. The "Clear & New" command clears the form, fills in some default values like invoice date, payment term, sales rep. name, default tax names and rates. The invoice# (Invoice ID) field is filled automatically if left blank when you click "Save Invoice" (or "Save To DB").

Australian GST Invoice Template (2)

c7019
Australian GST Invoice Template (2)

Australian GST Invoice Template (2) generally has the same layout as Australian GST Invoice Template (2). The most important difference is that it shows a 0 (zero) if the item is not taxable. This requirements sounds not special, but in fact conflicts with one global options we set for almost all invoice templates available on InvoicingTemplate.com - to simply the output invoices, we choose not to shown zero values on the entire invoice form.

General Estimate Template

c2034
General Estimate Template

Unlike an invoice form, a quote or estimate shows preliminary assessment of a project cost, so there is no need to use the "Deposit", "Paid" and "Balance Due" cells, so we move these fields out of the printable area. Please don't delete these fields are they are required by Invoice Manager for Excel (namely Uniform Invoice Software). However, if you prefer, you can hide the columns where these fields are located.

Invoicing Format for Bakery and Cake Shop

c4090
Invoicing Template for Bakery and Cake Shop

This free billing / invoicing and order form template is designed for bakeries and cake shops. It features a "Requirements" box to enter special notes about the order, and a beautiful Valentine cake image as the form background.

Nigeria Invoice Template

c4110
Nigeria Billing Form

Like a usual template here on InvoicingTemplate.com, the form includes space invoice# and invoice date on the top section. The default logo image located on the top corner is an image of "InvoicingTemplate.com", which you should replace with your own logo image for your business or firm in Nigeria.

Receipt Template for Gold Shop (2)

c5042
Receipt Form for Gold Shop (2)

If you are one of those gold shop owners who want to display making charges clearly on invoice for each item being sold, this customized free receipt template is for you. With this Receipt Form for Gold Shop (2), we move in the marking charge column into the printable receipt form, so that it shows on both the printed receipts and extracted receipts in case you are using the Invoice Manager for Excel (namely Uniform Invoice Software) version.

Vehicle Rental and Travel

c5117
Travel and Vehicle Rental

Although it is not common, there are business situations that require the customer name to be included on each invoiced item. This travel invoice template demonstrates how to copy a field value from the invoice header section to the detail section.

Standard Invoicing Template with EAN

c6025
Standard Invoicing Format with EAN

The additional EAN field is a custom field. Since this field is a property of an invoiced item (i.e. it should be saved along with the other product details such as description, price etc.), so it must be added to the "Product" database table; The EAN must also be saved along with each invoice, so this field must be added to the "Invoice Body" (i.e. "InvBdy") database table too. Note the field definitions in both tables must be exactly the same. In this sample template, it is "text (13)" - meaning the field is able to store up to 13 characters.