Commercial Quote Template
Copy our Commercial Quotes Template, add your business details and price quote, and automate your quoting process effortlessly.
Copy our Commercial Quotes Template, add your business details and price quote, and automate your quoting process effortlessly.
You can create commercial quotes automatically from Google Sheets in a few easy steps. It is simple to use Portant as a free Google Sheets quote template which contains all kinds of different elements including your business logo, unique quote numbers, price quote, contact details, and company details. After you've opened Portant Workflow, select your Google Sheet, then connect a Google Docs quote template, customise your blank quotation template with column tags, attach it to an email, and finally click 'Start automation', and voila!, you’ve automated your commercial quote from Google Sheets!
We know how painful and monotonous it can be to copy and paste data into quote templates, double-check all the information is correct, save it as a pdf, and then send the sales quote or business quote template to your potential clients. That’s why we’ve come to the rescue.
With Portant, you can connect a Google Sheet to a quote template, click a few buttons, and invoices will be magically generated and sent whenever you need to. You can also customize the email and who it's sent from (e.g., accounts@portant.co). It's easy to place your invoicing on autopilot and provide a detailed breakdown of job estimates to your potential clients. By using Portant Workflow, you can ensure that your quotes are professional, accurate, and include all the necessary details like unit prices, service quotes, and more, saving you time and effort.
Select the Sheet you want to create invoices from.
Connect a Google Doc invoice template
Click 'insert' to place tags in your invoice template
Then generate a invoices from your Google Sheet
To select your Google Sheet - first log in via your Google account and then authorise Portant to view your Sheets. You can get started by copying this template:
When you connect your Google Sheet, you can replace our invoice template with your own if you have one prepared already or edit our one. Also, you can connect multiple documents (e.g. if you need to send a contract with an invoice 😀)
Open the document block and add tags into your invoice template. You can format the tags and the data from your Google Sheet will be inserted using the same format (bold, italic, colour etc)You can use data grouping to insert multiple rows from your Google Sheet into the same invoice (e.g. if your line items are split on separate rows in your Google Sheet)
Open the email block and customise how you'd like to share your invoice. You can also edit the email invoices are sent from (e.g. accounts@portant.co) Then click 'Start automation' and test your workflow. Your Invoices will be stored in a folder made in your Google Drive, which can be edited in the 'Outputs' tab.💥Snap💥 You've done it!
Automatically creating invoices from Google Sheets removes manual data entry from your life, saving you the time and effort of copy/pasting or retyping. Automatically creating invoices enables you to get back to the more important stuff.
Typos should be a thing of the past. With our free Google Sheets invoice template, all data is sourced from the original Spreadsheet. Plus, your invoices will be saved with a consistent naming structure in your Google Drive.
Create invoices from templates with the tools you already use - Google Docs, Sheets, Slides and Forms. Automating invoices from this template workflow will help you hit all your goals.
A commercial quote template is a standardized document used by businesses to provide a detailed price quote and cost breakdown for services or products to potential clients. It plays a crucial role in the quoting process by clearly communicating the costs, setting expectations, and serving as the basis for a formal agreement if the customer accepts the quotation. Customizing a quote template with all the necessary details like company details, pricing, and unit prices helps ensure consistency and professionalism.
A comprehensive commercial quote template should include business branding (such as logos and contact details), client details, a detailed list of services or products, including pricing, important dates (issue, expiry, payment terms, and delivery dates), and terms and conditions. These elements ensure clarity and professionalism, helping to secure business agreements. Adding your business name, quote number, and company details can further ensure consistency in your document. For small businesses, including all the necessary fields such as associated costs, hourly rate, and total cost is essential.
A quote provides a fixed price that becomes binding once accepted by the customer, while an estimate offers an approximate cost that can change as the project progresses. Quotes are generally used when the scope of work is well-defined, making them more suitable for formal agreements. Unlike estimates, quotes often contain detailed breakdowns of the costs and services offered, such as line items and total costs. This helps provide more detail and transparency to customers.
Commercial quote templates can be customized by adjusting fields and sections to fit the specific needs of various industries. For example, a construction quote might include sections for labor and materials, while a software service quote might focus on software services, licensing, and support fees. Customizing the template ensures it is relevant to the specific products or services being offered. This makes the quote suitable for both freelancers and contractors working in different industries, including those in construction projects.
It is advisable to send a commercial quote as soon as possible after a potential client or new clients requests it. Promptness demonstrates professionalism and ensures that your business remains competitive, especially if the potential customer is comparing quotes from multiple vendors. Having a Google Doc or pdf version of your quote template ready can speed up the process. Using Google Docs or Google Sheets can make your quotation template more accessible and customizable.
Once a client accepts a commercial quote, it should be converted into a formal contract or invoice. This step solidifies the agreement, confirms the details, and sets up the schedule for delivery or the commencement of services. This transition from quote to contract marks the beginning of the formal business relationship. Always ensure that your quote number, company information, and any expiration dates are included when converting the quote into an invoice. For service providers, you might also include tasks and job estimates in the final contract.
To make a commercial quote legally binding, include clear terms and conditions, a signature line for client acceptance, and all relevant details about the services or products, including payment terms. These elements create a legally enforceable agreement, protecting both parties from potential disputes. For service providers, including necessary details like payment terms and company details is crucial. Including detailed quotes ensures that all expectations are clear from the start.
The best format for sending commercial quotes is PDF, as it ensures the document remains uneditable and presents the information consistently across different devices. Sending quotes in pdf format also adds a layer of professionalism, preventing unauthorized changes and ensuring that the quote is viewed as intended. Using Google Docs quote templates or Excel templates can help you format the quote efficiently.
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