![]() ![]() When you create a PDF, don’t forget to save it to the relevant folder on your computer. It makes some controls before creating the PDF like checking the unique ID, Date, total amount, and so on. QUOTE GENERATOR SECTIONĬreate PDF: This creates a temporary PDF as you see your quote in Excel. In summary, the flow is like this: Input your product/service info in the database > Create your quotes in the generator section > Analyse your past proforma invoice in the quotation records section. Main Features of the Excel Quotation Template with Databaseīasically, our templates consist of 4 main sections: All these features are super easy to use and come with on-sheet instructions. This template has many more handy features such as easy Export to PDF, Show / Hide discounts with a button, assigning and recording the responsible person who created the quote, and so on. You can, later on, make analyses and create reports with this data. Record your past quotes: Do you ever wonder what was the price you offered to XYZ customer? Instead of browsing through several documents, they are just recorded in this template. ![]() You just keep your database section updated and prepare new quotes in 30 seconds! Save time preparing new quotes: This tool has a separate database section for your products/services which lets you “select” instead of making inputs every time.It also includes all the necessary elements so that you don’t forget anything. Professional and Well-Structured: A nice-looking and neat price quotation is more convincing and improves your company image.Why would I need this Excel Quotation Template instead of simple ones?Ībove all, if you are using simple spreadsheet templates to prepare price quotes frequently, this tool may be a perfect fit for the following reasons: The Quotation Generator is tailored for businesses seeking a streamlined approach to creating and managing quotations, ensuring accuracy and professionalism in every proposal delivered. ![]() Users can effortlessly adjust margin settings, allowing for precise control over the profitability of proposed deals while considering various pricing components, including list prices and cash claims. With our generator, you can easily incorporate critical elements like the scope of work, warranty details, and delivery expectations into your request for quotation (RFQ) or sales proposal, enhancing your negotiation position and clarity with clients.įrom calculating freight and duty costs to integrating promotional coupons, the tool ensures that every aspect of the quotation process is covered. Benefits of Excel Quatation Generatorįirstly, this tool simplifies the pricing process, providing options for cost-plus, markup, volume discount, and bulk pricing strategies, allowing flexibility whether dealing with retail or wholesale price structures. If they agree on the terms, they proceed to complete the sale, and then a Commercial Invoice is needed as a record of the sale. Furthermore, most companies use Excel spreadsheets to prepare price quotations and send their customers. Moreover, there are certain elements to be included in a formal price quotation such as item description, prices, terms, date, and so on. The Excel Quotation Generator is an indispensable tool designed for efficient quoting and invoicing, automating the creation of detailed sales proposals with impeccable layout and clear terms and conditions. ![]() So, you can use this Excel Quotation Template with Database for both purposes. While a simple price quotation serves the same purpose, the proforma invoice is generally considered to be more professional. In the daily business life cycle, companies send a Price Quote or Proforma Invoice prior to the actual completion of the sale. ![]()
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