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Excel quotation template spreadsheets for small business


Télécharger Excel quotation template spreadsheets for small business

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Excel quotation template spreadsheets for small business

This article offers detailed Excel quotation template spreadsheets for small business that you can download right now.

Microsoft Excel software under a Windows environment is required to use these templates

These Excel quotation template spreadsheets for small business work on all Excel versions since Excel 2007.

Example of a ready-to-use spreadsheet: Download this table in Excel format (.xls), and fill it in with your specific information.

The download file contains three Excel quotation template spreadsheets for small business tailored to your needs.

In these quote templates you will have the opportunity to:

- Change your coordinated and customer data

- Change the quote number and the customer.

- Change the title and date of the articles.



- Change the quantity and unit price of each item or service.

- Change the VAT rate.

- Amount is calculated automatically the subtotal, the rate of the tax, the VAT and the tax

- specify the period of validity and the terms of payment

- Etc.

You can edit and customize these templates in Microsoft Excel to fit your needs

In the first template you will find three example quote sheets and a parameter sheet.

TERMS AND CONDITIONS

  1. Customer will be billed after indicating acceptance of this quote
  2. Payment will be required
  3. Please fax or email the price quote to the address above

In the second model you find two example sheets and help

Parameters:



Customize the template with your company name, address, and other contact information. Then, save a copy of the file as a template for future quotes.

For repeat customers, update the customer info section and customer ID and save a copy of the quote. You may want to name something like "Quote Template - Customer Name."

Valid Until

This field is set to be 30 days after the date of your choice.

Sending a Quote to a Customer

One of the best ways to send a quote, a request for a copy and mailing it. You can create a PDF with Excel PDF file.

Additional Help

The link to the top of this page will take you to the web page on vertex42.com that talks about this template and quotes in general.

In the third template you will find two sample quote sheets and a help sheet.

Settings:

Customize the template with your company name, address, and other contact information. Then, save a copy of the file as a template for future quotes.



For repeat customers, update the customer info section and customer ID and save a copy of the quote. You may want to name something like "Quote Template - Customer Name."

Valid Until

This field is set to be 30 days after the 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."

Excel quotation template spreadsheets for small business



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