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: ![]() 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. 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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