Word Quote Template
Connect your Word to a customizable quote template and effortlessly streamline your client and quotation process.
Connect your Word to a customizable quote template and effortlessly streamline your client and quotation process.
You can create Microsoft Word quotes automatically from Google Sheets in a few easy steps. It is simple to use Portant as a free Google Sheets quotes template, which contains all kinds of different elements including your company logo, unique quotation numbers, payment terms, price quotes, and contact details. After you've opened Portant Workflow, select your Google Sheet, then connect a Google Docs quote template, customize your blank quotation template with column tags, attach it to an email, and finally click 'Start automation'. Voila!—you’ve automated your Microsoft Word quotes!
We know how painful and monotonous it can be to copy and paste data into quotation templates, double-check all the information is correct, save it as a PDF and then send the quotation to your potential clients. That’s why we’ve come to the rescue.
With Portant, you can connect a Google Sheet to a quotation template, click a few buttons, and quotes 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 MS Word quotation templates 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.
Yes, you can easily convert your Word file template to a PDF. After filling out the quotation template and adding all the necessary client details, simply go to "File" > "Save As," and select PDF from the file type options. This format preserves the document's company logo and ensures business details are clear for sharing with potential clients.
A comprehensive Word quotation template should include: company name and contact information, the client’s details, a unique reference number, a description of particular services and unit price, expiration date, itemized pricing, terms and conditions, the total cost, and the validity period of the quotation.
Regular updates to your Word quotation template are essential, especially if your pricing or terms change. Review your template periodically to ensure company details are correct, the company logo is up to date, and client information is accurate to avoid issues when dealing with potential clients.
Yes, Word quote templates are versatile and can be adapted for various types of services or products. Whether quoting for construction services, cleaning services, or a complex project with material costs, the template can be easily customized to meet the specific needs of each project and the particular services offered.
Yes, you can include a digital signature in your Word quote template using Microsoft Word’s signature line or a digital signature tool. This ensures your quotation and the details of the service you provide are secure and legally binding when accepted by clients.
If your Word quotation template is too large to email, consider compressing the file or saving it as a PDF. Alternatively, you can use a file-sharing service like Dropbox or Google Drive to send a link. For larger files, ensure that the company details, price quote, and material costs are clearly outlined so that clients can easily download and review the information.
To add terms and conditions to your Word quote template, create a dedicated section at the bottom of the document or on a separate page. Include legal terms, payment conditions, and service agreements. Ensure that these sections cover the particular services provided and any specific company details to avoid misunderstandings with potential customers.
To add a reference number to your Word professional quotation template, insert a text field at the top of the document labeled "Quote Number" or "Reference Number." You can manually enter a unique identifier for each client or use a numbering system to track issued quotes for different services.
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