How To Make/Create a Quotation in Microsoft Excel [Templates + Examples] 2023

Build a Quotation Template for Microsoft Excel – Step-by-Step Instructions

Organizations and businesses utilize Microsoft Excel to record, analyze, and interpret information using numerical data for datasheets and databases or record-keeping documents. Individuals can also utilize the application to develop various business and personal documents like checklists, receipts, and risk registers to help them with daily activities.

• Step 1: Open Microsoft Excel

  

  Start the Excel program and edit the checklist template by clicking on its application icon shortcut you can find on the taskbar or desktop.

• Step 2: Search for a Quotation Template (Option 1)

  

  Select a quotation template to edit on the Microsoft Excel application to note and record price lists for items and services using the quotation template landing webpage.

• Step 3: Search Quotation Templates on the Search Box (Option 2)

  

  Users can utilize the search box to look for templates they need for personal or professional use. Insert Quotation Templates on the search location to browse different categories and templates for quotations.

• Step 4: Choose a Quotation Template

  

  After browsing the landing page or search bar of the Template.net website, choose a quotation that best represents the nature or theme of the business.

• Step 5: MS Excel File Format

  

  Users can select their desired file format for the quotation on the right-hand section of the product page. Pick the Excel format and click the Download button to save the file.

• Step 6: Download the Excel File

  

  Navigate to the download folder on the device and locate the zip folder from Template.net. If the downloaded file is a zip folder, double-click on it, extract the Excel file, and access it on the program.

• Step 7: Quotation Title

  

  Construct a quotation title to correspond to the contents of the document. If the contents focus on objects and services for travel, title the document as such.

• Step 8: Quotation Details

  

  The quotation details vary between companies but will almost have similarities in containing the quotation number and date. The example contains information about the travel agency, travel destination, date, and the number of travelers.

• Step 9: Company and Client Information

  

  Another section of the quotation incorporates information about the business, including its name, address, phone number, email address, and company website. Similarly, it contains information about the client, holding similar details as the business.

• Step 10: Item List

  

  The item list details the products or services a business offers its clients or partners, listing the name or description, quantity, base cost, discounts, total amount, and tax payments.

• Step 11: Terms and Conditions and Payment Methods

  

  Insert a terms and conditions section to establish reminders and requirements. Add the payment method that customers can use to pay for the possible products and services they want to buy.

• Step 12: Finalize and Save

  

  Save the edited template to the device after ensuring all details are accurate by clicking the Save As option. Users can also print the document directly on white paper or colored paper of different sizes.