Company Name
QUOTE
[Street Address]
[City, ST ZIP]
Website: somedomain.com
Phone: [000-000-0000]
Fax: [000-000-0000]
Prepared by: [salesperson name]
DATE
QUOTE #
CUSTOMER ID
VALID UNTIL
5/1/2014
[123456]
[123]
5/31/2014
CUSTOMER
[Name]
[Company Name]
[Street Address]
[City, ST ZIP]
[Phone]
DESCRIPTION
TAXED
[Service Fee]
[Labor: 5 hours at $75/hr]
[Parts]
New client discount
AMOUNT
230.00
375.00
345.00
(50.00)
[42]
Subtotal
900.00
TERMS AND CONDITIONS
1. Customer will be billed after indicating acceptance of this quote
Taxable
345.00
Tax rate
6.250%
2. Payment will be due prior to delivery of service and goods
Tax due
21.56
3. Please fax or mail the signed price quote to the address above
Other
Customer Acceptance (sign below):
TOTAL
x ___________________________________________
Print Name:
If you have any questions about this price quote, please contact
[Name, Phone #, E-mail]
Thank You For Your Business!
2010-2014 Vertex42.com
921.56
Z ONE SOLUTION CENTER
QUOTE
B5, BANGUNAN ARKED MARA
JALAN BESAR
83700, YONG PENG
DATE
QUOTE #
CUSTOMER ID
VALID UNTIL
3/23/2015
3210
4/22/2015
CUSTOMER
NOOR FADZLYNDA BINTI YUSOF
850722-01-5492
PERKESO
DESCRIPTION
UNIT PRICE
80HE002WMJ LENOVO Y0GA PLATINUM
4,999.00
QTY
TAXED
AMOUNT
[42]
4,999.00
Subtotal
TERMS AND CONDITIONS
1. Customer will be billed after indicating acceptance of this quote
Taxable
2. Payment will be due prior to delivery of service and goods
Tax due
3. Please fax or mail the signed price quote to the address above
Other
Customer Acceptance (sign below):
TOTAL
x ___________________________________________
Print Name:
If you have any questions about this price quote, please contact
[MOHD HAZIQ, 017-7987125]
Thank You For Your Business!
2011-2014 Vertex42.com
4,999.00
Tax rate
4,999.00
HELP
http://www.vertex42.com/ExcelTemplates/quote-template.html
Getting Started
Customize the template with your company name, address, and
other contact information. Then, save a backup of the file to use as a
template for future quotes.
For repeat customers, update the customer info section and
customer ID and save a backup of the quote to use as a template for
future quotes for that specific customer. You may want to name the
file something like "Quote Template - Customer Name."
Valid Until
This field is set up to be 30 days after the value in the Date field, but
you can manually enter a date of your choice.
Taxed
Place an "x" in the Taxed column if the amount is Taxable. The
Taxable subtotal is the sum of the amounts for the items with an "x"
in the Taxed column.
Other
Just above the Total, you will see a field labeled "Other." This can be
changed to whatever you want, such as "Shipping."
Sending a Quote to a Customer
One of the best ways to send a quote, besides printing a paper copy
and mailing it, is to email the quote as a PDF attachment. You can
create a PDF with Excel by exporting to PDF or going to Save As
and choosing PDF.
Additional Help
The link at the top of this worksheet will take you to the web page on
vertex42.com that talks about this template.
REFERENCES
TIPS
Vertex42.com: Spreadsheet Tips Workbook
ARTICLE
Vertex42.com: Simple Invoicing for Small Businesses
ARTICLE
Vertex42.com: Add a Customer List to Your Spreadsheet
2014 Vertex42 LLC
Price Quote Template
By Vertex42.com
http://www.vertex42.com/ExcelTemplates/quote-template.html
2010-2014 Vertex42 LLC
This spreadsheet, including all worksheets and associated content is
considered a copyrighted work under the United States and other
copyright laws.
Do not submit copies or modifications of this template to any website or
online template gallery.
Please review the following license agreement to learn how you may or
may not use this template. Thank you.
See License Agreement
http://www.vertex42.com/licensing/EULA_privateuse.html
Do not delete this worksheet. If necessary, you may hide it by rightclicking on the tab and selecting Hide.
