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Company Name QUOTE
[Street Address] [City, ST ZIP] DATE 5/1/2014 Website: somedomain.com QUOTE # [123456] Phone: [000-000-0000] CUSTOMER ID [123] Fax: [000-000-0000] VALID UNTIL 5/31/2014 Prepared by: [salesperson name]
CUSTOMER [Name] [Company Name] [Street Address] [City, ST ZIP] [Phone]
DESCRIPTION TAXED AMOUNT
[Service Fee] 230.00 [Labor: 5 hours at $75/hr] 375.00 [Parts] X 345.00 New client discount (50.00)
[42] Subtotal 900.00
TERMS AND CONDITIONS Taxable 345.00 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 21.56 3. Please fax or mail the signed price quote to the address above Other - Customer Acceptance (sign below): TOTAL $ 921.56
x ___________________________________________ Print Name:
If you have any questions about this price quote, please contact [Name, Phone #, E-mail] 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 - - - - - - - - - - - - - [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:
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
