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Excel Quotation Template

Template#: c9008

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The template works with both the Microsoft Store edition and the desktop edition of the app. Make sure you have installed one of them.

How to use:

  1. Download the EXE package.
  2. Double-click to extract the files into a folder. Make sure you have full access privileges to the folder, such as a subfolder inside “My Documents”.
  3. Open the template.
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License: Private Use (not for distribution or resale). See our Terms of Use.

Screenshot

The screen shot for Excel Quotation Template

Detail

This is a quotation and estimation template. It implements a special and complex discounting model to meet practical business requirements.

The calculations for discounts are designed for real businesses. It may not be suitable for you, but it is a good sample of how to customize the template shipped with our invoicing app.

For more samples of quotations and estimations, visit Free Excel Quote Templates.

The template includes nine columns. The first two columns are titled "PACKAGE", under which two columns allow you to enter the number of packages and the package type that is implemented as a drop-down list with three options: "BOX", "S.BOX" and "GUDDI". Followed are the columns "BOX No.", "Description", "Per", "Quantity", "Unit Price", "Line Total", and "LESS".

The value of "Quantity" is calculated using an Excel formula like this ("_?" is the line number):

=oknPackage_?*oknPer_?

"Unit Price" is a manually editable field. "Line Total" is also a calculated field. The formula looks like this (again, "_?" indicates line numbers):

=IF(oknLineTotalManual_?=0,IF(oknQuantity_?=0,ROUND(oknPer_?*oknPrice_?,2),ROUND(oknQuantity_?*oknPrice_?,2)),oknLineTotalManual_?)

"LESS" is also a manually editable field that is designed as a percentage value.

On the bottom of the form, you'll find the usual "Subtotal", "Discount", and "Total" fields. There is also the "Last Balance" field and the "Total Due" cell.

The "Last Balance" cell has a cell name of "oknAccountBalance". The value is filled whenever an existing client is retrieved from the database. See Previous Balance (Sales) (c5007) and Previous Balance (Service) (c5027) for more information on how to show the previous balance on the form.

The "Total Due" is the sum of the previous account balance and the total of the current quotation.

Format and Specification

Template#c9008
Belongs to
Format (XLS or XLSX).xlsx
Columns9
Lines37
Line Height (Points)15.75
Print Area$G$2:$Q$64
Papaer OrientationPortrait
Default Margins (Points)
Left22.68
Right17.01
Top34.02
Bottom34.02
PriceFree

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