Whether you are creating a quotation to offer your company’s products or to advertise your top quality services, you must make sure that you are able to make an effective quotation.

To ensure that your quotation would attract the interest of your prospective customer, you must be able to create a quotation with the proper format and content. Our templates on this page can provide you with informative quotation format ideas.

What Things Do You Need to Do to Make a Quotation in Excel?

Preparing a quotation in Excel can be a demanding task, especially if you do not know the basic steps in doing so. Below is a guideline that can help you glide easily into the process of making quotations in Excel:

  • Prior to making a quotation, you must first make a thorough assessment of the needs of your prospective client. This is essential in order for you to be able to be precise in the items that you are going to offer in the quotation. More often that not, the reason why you are making a quotation is probably due to your prospective client’s formal request. In such cases, there is no need to make a thorough analysis since you are already provided with a list of items that need to be priced. However, for instances when you are submitting a quotation sans a request, you have to align the items listed to the needs of your customer.
  • Make a list of the items you want to include in the quotation.
  • Download an updated version of Excel on your computer.
  • In your Excel spreadsheet, pattern a document according to the quotation format. You may refer to our collection quotation samples in PDF.

Uses of Making a Quotation in Excel

There are various advantages of making a quotation in Excel. Some of those are the following:

  • Excel can provide you with ready-made columns and rows.
  • It is easy to adjust these fields.
  • You can simply copy the tables you have made and paste it into a word document to finalize a quotation.
  • Excel has a formulaic system that allows you to make calculations easily.

7 Ways to Make a Quotation in Excel

1. Open a blank Excel spreadsheet.

2. Download a quotation template that fits the type of quotation you are about to make.

3. Adjust the columns and rows by following the format displayed in the template.

4. Add or remove rows and columns as you deem necessary.

5. Make sure that your quotation contains all the necessary details of your offering such as the items of goods and services, its quantity, and prices.

6. Proofread your work, then you may print it right away or you may copy the table you created on a word document.

7. On the word document, finalize your quotation by adding the specifications essential to your business offer.
For more reference on how to format your business quotation proposals, refer to our website’s wide collection of quotation templates fit to be used by various types of businesses. For instance, our collections’ variety extends to audit quotations.

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