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

For now Uniform Invoice Software does not provide native support for quotations, which means there is no such a feature like "convert quotations to invoice with a few mouse clicks". On the other hand, you can of course create quotations with Uniform Invoice Software.

  1. Create a new folder.
  2. Copy both your invoice template and database to this newly created folder.
  3. Rename the new template and database, for example you can rename them to "quote.xlsx" and "QuoteDB.mdb".
  4. Open "quote.xlsx". Connect it with "QuoteDB.mdb" by clicking "Settings" and then go to the "Database" tab.
  5. Modify "quote.xlsx" so that it looks like a quotation form. See:


All our templates here on support Uniform Invoice Software. While Uniform Invoice Software, as the name implies, is created mainly for billing and invoicing, it is able to handle different types of forms like quoting templates shown below, and Estimate Templates.

Supporting for Uniform Invoice Software allows our quotation templates connect with back end database (by default, the program uses Microsoft Access database, but it also support MS SQL Server database), enabling enhanced features like automatic numbering, easily lookup of client and items, reporting etc. These type of features couldn't be implemented using pure Excel quotation templates and Word quotation templates.

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

General Quote Template for Excel

General Quote Template for Excel

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 Uniform Invoice Software, resulting extremely flexible form designs, as you can see from the samples online here on 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

Excel Quotation Format with Special Discounting Model

The discounting calculations in this template is built specially for a real business. It may not be suitable for you, but it is a good sample on how to customize the invoice template shipped with Uniform Invoice Software. For more samples on quotations and estimations, visit Estimate Templates.

Freelance Invoice Template

Freelance Billing Template

This invoice design has 6 columns on the invoice detail section - Description, Date, Hours, Rate / Fee and Amount. The Amount is calculated automatically using Excel formulas once the Hours and Rate / Fee are filled in. The other 5 columns, Description, Date, Hours and Rate / Fee are all fillable in this invoice format. As you can see from the screen shots below, this is basically a hourly service invoice template, like Hourly Service Invoice Template. You can also find other interesting invoice template in the Consulting Invoice Template category or Service Invoice Template category here on, including those designed specially with UK (United Kingdom) style.

Freelance Writer Invoice

Freelance Writer Billing Template

When creating an invoice, be sure to include your contact information. Put your name, address, phone number, email address, and even your website at the top of the invoice. If you are USA-based charge over $600 over the course of the year, you'll probably need to give your client your business's Federal Tax ID number (so they can send you a 1099-MISC, see Form 1099-MISC, Miscellaneous Income -, or Form 1099-MISC - Wikipedia).

Professional Freelance Bill

Professional Freelance Billing Format

All templates available here on are in Microsoft spreadsheet format, including this template - Professional Freelance Bill or Professional Freelance Billing Format. On the Internet you may find that there are freelance invoice template in Microsoft Word format or Google Docs too. But Excel formatted spreadsheet format has its unique features. For example, you can easily apply formulas to do calculations.

Work Invoice in Excel

Work Invoice in Excel

The columns are titled with "Hours" and "Hourly Rate". However we didn't change the underlying database field names. So in the underlying database, which could be either Microsoft Access or Microsoft SQL Server, the corresponding fields are still "Quantity" and "Unit Price". Nearly all invoice templates created for hours worked take the same approach. The purpose of this is to simplify database design. Likewise, the field titled with "Work Description" is in face the "Notes" field in the underlying database.

Excel Payment Voucher Template

Payment Voucher Template

The original voucher template, Payment Voucher Template (Golden Shop), has a custom field Weight defined in both the Product and Invoice Body database tables. With this general purpose Excel Payment Voucher Template, removed the Weight custom field from it and made it a general purpose voucher template.

Service Proposal and Quote

Proposal and Quote Template

The proposal and quote template contains a selectable column implemented as a group of check boxes, which make it possible to select or deselect service items to see the amount of different combinations service items.

Invoice Design for Personal Trainer or Fitness Instructor

Invoice Design for Personal Trainer or Fitness Instructor

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

Lawn Care Invoice Template

Lawn Care Bill Format

This template includes 4 columns - Description, Quantity, Rate and Amount. With the "Description" column you itemize what are being invoiced, such as lawn mowing, edging, weed control, pruning / trimming, fertilizing, spring / fall clean-up, planting beds, tree trimming, etc. As we all know, an invoice is essentially an itemized statement of money owed for goods shipped or services rendered. It is a common recognition that a detailed invoice reduces the possibility of doubt regarding your charges, and thus reduce the possible delay of payments.

Australian GST Invoice Template (2)

Australian GST Billing Form (2)

It is possible to make the GST Amount cells show a "-" symbol when the value is zero, the advantage of using conditional formatting is that the GST Amount cells in this example are still editable.

General Estimate Template

General Estimate Format

Although the "Item#" column is moved out of the printable estimate form, it is still functional - that is, Uniform Invoice Software still supports the "in-cell lookup" feature. Which means that, you can simply enter the item# into a cell to retrieve the description from the backend Access database, to avoid typing the same text again and again. If you have a very long product list, another tool provided by Uniform Invoice Software could help, which is called on-sheet picker. When you click and select any cell on the item line, a litter button appear underneath the cell. Click this button to open a window that contains the full list of your products / items. On the top of the window you can find a "search bar", which allows you to search for an item by any field defined for your products - Item# (SKU#), description, prices, or even custom fields (if you use it).

Invoicing Format for Bakery and Cake Shop

Invoicing Template for Bakery and Cake Shop

In this design sample the big title "INVOICE" is not a general static text, but an Excel Word Art object. Word Art is a powerful feature supported by Microsoft Office suite, including Word, Excel, and Power Point etc. Compared to general text, Word Art support more formatting options. To find this out in Excel, click to select the Word Art object, and then click and activate the "Format" ribbon tab. Note that in order to include the Word Art object in the bakery and cake shop PDF invoice, the object must be named with "oknWidget" prefix. Otherwise, it will be removed from the extracted Excel spreadsheet invoices or generated PDF invoices. For example, the command buttons, such as "Customers", "Products" and "Reports", are named with "oknCmd*" prefix, so they are all removed from the PDF invoices.

Nigeria Invoice Template

Nigeria Billing Form

For more information on changing currency symbol in Excel, visit How to Change the Currency Symbol for Certain Cells in Excel.

Receipt Template for Gold Shop (2)

Receipt Form for Gold Shop (2)

The cash receipt templates here on calculates the line total of each item being sold by using the formula: Weight * Rate + Marking Charge. Both free receipt templates, Receipt Form for Gold Shop (1) and Receipt Form for Gold Shop (2), use the same formula for calculating line total.

Vehicle Rental and Travel

Travel and Vehicle Rental

To do this, we have to firstly create a custom field "CustomerName" in the "InvBdy" database table. See c4051 Simple Sample - Discount Amount Field to find how to add a custom field. While c4051 is a sample of adding custom field to the "InvBdy" table, the steps of adding custom field to "InvBdy" are similar to that too.

Standard Invoicing Template with EAN

Standard Invoicing Template with EAN

An EAN-13 barcode (originally European Article Number, but now renamed International Article Number even though the abbreviation EAN has been retained) is a 13 digit (12 data and 1 check) barcoding standard which is a superset of the original 12-digit Universal Product Code (UPC) system developed in 1970 by George J. Laurer. The EAN-13 barcode is defined by the standards organization GS1. See Wikipedia.

Veterinary Invoice Template

Veterinary Bill Format

The main part of the form allows you to itemize the medical service / goods provided. You can also write down something like dog boarding.