Professional Excel Quote Template
If you're not ready for a CPQ yet, at least use a good Excel template. This one has locked formulas, a pro design and the fields you mustn't forget.
What's included:
What you'll find inside
A preview of the key points. Download to access the full content.
Header with your details
Logo, legal name, tax ID, address. Locked with an absolute reference.
Auto-fill client details
A dropdown linked to your client list on another sheet.
Line-items table with formulas
Quantity × price - discount = subtotal. All automatic per row.
Tax calculation
Configurable VAT (21%, 10%, 4%, 0%). Optional withholding for services.
Highlighted total
With conditional formatting: changes color by amount.
Integrated T&C block
A protected block with your standard conditions. Edit only the key fields.
💡 67% of SMBs still use Excel for quotes despite knowing better tools.
Source: Eurostat 2024
💡 Using a standard template cuts calculation errors by 55% vs starting from scratch.
Source: Harvard Business Review
Ready to leave Excel behind?
Import your template to DealForge in 5 minutes. Automatic calculations, electronic signature and tracking. Free to start.