Excel Quote Template
Connect your Microsoft Excel to a customizable quote template or price quote template and streamline your sales quote or service quote process effortlessly for small businesses and specific clients.
Connect your Microsoft Excel to a customizable quote template or price quote template and streamline your sales quote or service quote process effortlessly for small businesses and specific clients.
You can create Microsoft Excel sales quotes or price 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 company logo, unique quote numbers, payment terms, and client details. After you've opened Portant Workflow, select your Google Sheet, then connect a Google Docs quote template, customise your blank quote template with column tags, attach it to an email, and finally click 'Start automation,' and voila!, you’ve automated your Excel service quotes 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 professional quote to your customers. 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 sales quotes or service quotes will be magically generated and sent whenever you need them. You can also customise the email and who it's sent from (e.g. accounts@portant.co). It's easy to place your Excel quotes on autopilot.
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.
Excel offers several benefits for creating quotes, including automated calculations, easy customization, and the ability to handle complex pricing scenarios. It also allows for professional formatting, which can help improve the presentation of your quote template or price quote. The flexibility of Excel enables businesses, including small businesses, to manage costs and company details effectively, ensuring that service quotes and sales quotes are prepared with precision.
Recurring quotations, like a price quote template or a quote template, can be automated in Excel using Macros or VBA (Visual Basic for Applications). This approach allows you to save time by automatically generating sales quotes or service quotes with pre-filled information and consistent formatting, ensuring accuracy when handling client details and unit prices.
Yes, you can save an Excel quote template or price quote as a PDF by selecting "Save As" and choosing PDF from the file type options. This ensures that your service quote or sales quote is easily shareable and maintains its formatting across different devices. It's especially useful for small business operations and professional quote presentations.
For sales quotes or service quotes that span multiple pages, use page breaks to ensure that each section is neatly divided across pages. This can be managed from the "Page Layout" tab in Excel, where you can also adjust margins and print areas. This ensures that the quote remains a professional quote, ready for sharing with potential clients or specific clients in industries like small business or service quote management.
Excel quote templates and price quote templates are highly versatile and can be adapted for various industries by customizing the fields and calculations according to specific business needs. For example, you can find templates tailored for construction, design, or photography that include relevant line items, such as labor costs or unit prices, and terms that suit specific clients. A small business might also benefit from adjusting their service quote templates.
A comprehensive Excel quote template or price quote template should include sections for the company name, client details, an itemized list of products or services with unit prices, subtotals, taxes, discounts, and the grand total. It may also feature terms, payment instructions, and a unique quote number for tracking purposes. This ensures a professional quote format that meets the needs of both small businesses and larger companies.
To protect formulas in your Excel quote template, you can lock specific cells that contain formulas and then protect the worksheet. This prevents accidental edits that could disrupt calculations in price quotes or sales quotes. You can do this by selecting the cells, right-clicking to format them, choosing the 'Protection' tab, and checking the 'Locked' option before protecting the entire sheet under the 'Review' tab.
You can manage discounts in an Excel quote template or price quote template by adding a separate row for discounts in your pricing table. Use a formula to subtract the discount amount from the subtotal to calculate the final total. This ensures transparency and accuracy in your sales quotes or service quote, especially when providing unit prices for specific clients.
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