How to Create Quotations in Microsoft Excel
With Microsoft Excel as your editing software of choice, setting up a presentable sample quotation to send to your customer is as easy as one, two, and three. And, with our numerous Ready-made Quotation Templates at your disposal, you don’t need to worry about the hassle of starting from scratch!
1. Have a Gander at Our Wide Selection
We have quite a lot of useful ready-made and downloadable templates right here for you to choose from to create a spiffy business quotation. Start searching through our huge lineup of customizable templates, you will no doubt find at least a single design that you can use for your needs in sales or service. Whether you're planning to use a quotation for transport services or computer purchases, we've got you covered.
2. Make Your Choice and Download With Ease
After deciding on a template to use for your sales or service quotation, click on its thumbnail to be redirected to a page that provides you with a better look at the design. On that same page, you will be provided with an informative description of the product along with its features and where they can be best used. Go over the product description and decide whether or not this template is the right one for you. If it is, then don't hesitate to download it.
3. Start Filling in Those Grids
Now that your fresh quotation template is downloaded and ready to use, it’s time to get to work and start editing in Excel. Fortunately, our templates already come with fillable blank fields that will instruct you where your content should go, and this will save you a lot of time. If there is already content written in those placeholder texts, simply replace them with the appropriate details and remove the ones that are unnecessary. There’s no need to concern yourself if you don’t want your business schedule to look uninteresting because our templates come with a graphic design that’s enough to make your content stand out while still keeping the look professional.
4. Work on the Go
If you ever need to prepare a simple quotation right away but don’t have access to a computer at that moment, Microsoft has you covered by making Excel available to use on both Android and iOS devices. Now, as long as you have a mobile device with you that's running Excel, you’ll never have to worry about not being able to provide your client with a quotation when your away from the office.
5. Never Forget to Save
After your printable quotation is put together, go ahead and save it to get it ready for your client. While you can always save your work in the Excel format, exporting it to PDF would actually be a better option because it's much easier to share and it's a better format for printing.