company name and logo

QUOTATION
adress
adress DATE 5/1/2014
website QUO NO. [123456]
Phone: CUSTOMER ID [123]
H/Phone: VALID UNTIL 5/31/2014
Prepared by: [salesperson name]
CUSTOMER
[Name]
[Company Name]
[Street Address]
[City, ST ZIP]
[Phone]

DESCRIPTION QTY UOM Price AMOUNT (RM)

1 Set 35.00 35.00
1 Set 35.00 35.00
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[42] Subtotal 70.00
TERMS AND CONDITIONS Discount
1. Customer will be billed after indicating acceptance of this quote TOTAL (RM) $ 70.00
Customer Acceptance (sign below):

x ___________________________________________
Name:
Ic No :

If you have any questions about this price quote, please contact

Thank You For Your Business!

 Company Name QUOTE
[Street Address]
[City, ST ZIP] DATE 12/15/2010
Website: somedomain.com QUOTE # [123456]
Phone: [000-000-0000] CUSTOMER ID [123]
Fax: [000-000-0000] VALID UNTIL 1/14/2011
Prepared by: [salesperson name]

CUSTOMER
[Name]
[Company Name]
[Street Address]
[City, ST ZIP]
[Phone]

DESCRIPTION UNIT PRICE QTY TAXED AMOUNT

[Service Fee] 230.00 230.00
[Labor @ $75/hr] 75.00 5 375.00
[Parts] 25.00 3 X 75.00
New client discount -
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[42] Subtotal $ 680.00
TERMS AND CONDITIONS Taxable $ 75.00
1. Customer will be billed after indicating acceptance of this quote Tax rate 6.250%
2. Payment will be due prior to delivery of service and goods Tax due $ 4.69
3. Please fax or mail the signed price quote to the address above Other $ -
Customer Acceptance (sign below): TOTAL $ 684.69

x ___________________________________________
Print Name:

If you have any questions about this price quote, please contact
[Name, Phone #, E-mail]
Thank You For Your Business!
HELP
https://www.vertex42.com/ExcelTemplates/quote-template.html © 2014 Vertex42 LLC

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

Price Quote Template

By Vertex42.com
https://www.vertex42.com/ExcelTemplates/quote-template.html

© 2010-2014 Vertex42 LLC

This spreadsheet, including all worksheets and associated content is 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.

https://www.vertex42.com/licensing/EULA_privateuse.html

Do not delete this worksheet.