Company Name QUOTE
[Street Address]
[City, ST ZIP] DATE 5/1/2014
Website: [Link] 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: [Link] 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:
If you have any questions about this price quote, please contact
[Name, Phone #, E-mail]
Thank You For Your Business!
HELP
[Link]
Getting Started
Sending a Quote to a Customer
Additional Help
Related Templates and Resources
ps://[Link]/ExcelTemplates/[Link]
etting 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."
nding 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.
dditional Help
The link at the top of this worksheet will take you to the web page on [Link] that talks about this
template.
elated Templates and Resources
► Simple Invoicing for Small Businesses
► Add a Customer List to Your Spreadsheet
► More Invoice Templates
► More Business Templates
© 2010-2025 Vertex42 LLC
Price Quote Template
By [Link]
[Link]
© 2010-2025 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.
License Agreement
[Link]
Do not delete this worksheet
