How to Make a Quote Template in Excel (Free Quote Maker Guide)
A quote template (also called a quotation template) is a professional document used to provide customers with pricing details for products or services. Microsoft Excel is one of the best tools to create a free quote template because it is flexible, easy to use, and widely available.
This article explains how to make a quote template in Excel, step by step, with formatting tips and best practices.
What Is a Quote Template?
A quote template is a structured document that includes:
- Business information
- Client details
- List of products or services
- Pricing and totals
- Terms and conditions
It helps businesses present prices clearly and professionally before a sale.
Why Use a Quote Template in Excel?
Excel is ideal for quotation templates because it:
- Automatically calculates totals
- Allows easy customization
- Supports formulas and tax calculations
- Is free or already installed for most users
A quotation template Excel free download option also saves time for small businesses and freelancers.
How to Make a Quote Template in Excel (Step-by-Step)
Step 1: Open a New Excel Workbook
Open Microsoft Excel and select Blank Workbook.
Step 2: Add Business Information
At the top of the sheet, enter:
- Company name
- Address
- Phone number
- Logo (optional)
Use bold text and larger font size for visibility.
Step 3: Create Quote Details Section
Add the following fields:
- Quote Number
- Quote Date
- Valid Until
- Client Name
- Client Address
This helps track and manage quotations.
Step 4: Design the Item Table
Create column headers such as:
- Item No.
- Description
- Quantity
- Unit Price
- Total
Use borders to keep the table clean and readable.
Step 5: Add Excel Formulas
Use formulas to automate calculations:
- Total per item:
=Quantity * Unit Price - Subtotal:
=SUM(Total Column) - Tax:
=Subtotal * Tax Rate - Grand Total:
=Subtotal + Tax
This makes your free quote maker template accurate and efficient.
Step 6: Include Terms and Conditions
Add a small section at the bottom for:
- Payment terms
- Delivery time
- Validity period
This protects both parties.
Step 7: Format the Template
Apply:
- Borders and shading
- Currency format
- Consistent fonts
- Alignment for numbers
Professional formatting improves trust.
Free Quote Template Tips
- Save the file as Quote_Template.xlsx
- Reuse it for multiple clients
- Lock formula cells to prevent errors
- Convert to PDF before sending
Benefits of a Quotation Template in Excel
- Saves time
- Reduces calculation errors
- Looks professional
- Easy to customize
- Completely free
Conclusion
Creating a quote template in Excel is simple and effective for any business. With proper formatting and formulas, you can build a free quote maker template that looks professional and works automatically. Whether you are a freelancer, small business owner, or service provider, an Excel quotation template helps you send accurate and reliable price quotes.
This method works for all industries and requires no advanced Excel skills.