Free Quote Template Spreadsheet Template
Create price quotes and estimates for prospective clients. List services or products with pricing - easy to convert to an invoice later.
What's Included
- Professional quote layout with company branding area, quote number, date, and client contact fields
- Line items with description, quantity, rate, and total columns for listing products or services quoted
- Validity period field showing how long the quote remains active before pricing or terms may change
- Terms and conditions section with space for payment terms, delivery timelines, and scope limitations
- Automatic total calculations with print-ready formatting and color-coded input cells for quick quoting
- Works in Microsoft Excel, Google Sheets, and LibreOffice Calc with no setup required
Preview
See what's inside this template
How to Use This Quote Template Template
Enter your business info
Add your company name, address, and contact details in the header. Include the quote number and date.
Add client details
Fill in the prospective client name, address, and contact information.
List quoted items
Enter each product or service with description, quantity, rate, and line total. Add terms and validity period.
Send the quote
Review totals, add any conditions or notes, and export to PDF or print for the client.
Built by Claude AI. Perfected by us.
We use Claude AI to draft each free template, after a deep research. Then our team steps in. We refine the layout, stress-test every formula, fix edge cases, and polish the design until it feels like something we would actually use ourselves. The AI gets us 80% there. The last 20% is all human judgment.
Frequently Asked Questions
How long should a quote be valid?
Common validity periods are 15, 30, or 60 days. Enter the expiration date in the validity field so the client knows the deadline.
Can I convert a quote to an invoice?
Yes. Copy the quote details into an invoice template when the client accepts. Update the document type, add an invoice number, and set the due date.
Can I add terms and conditions?
Yes. The terms section at the bottom has space for payment terms, delivery timelines, scope limitations, and other conditions.
Does it calculate tax?
Yes. Enter a tax rate and the template applies it to the subtotal, showing the tax amount and grand total.
How do I open this in Google Sheets?
Upload the .xlsx file to Google Drive, then open it with Google Sheets. All formulas and formatting will be preserved.
What license is this template under?
All free templates are released under CC BY 4.0 (Creative Commons Attribution). You can use, modify, and share them freely - including for commercial purposes - as long as you credit FinancialAha.com. They are provided as-is and do not constitute financial advice.
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