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Price Quote Generator and Tracker

4.36 (14 reviews)

Price Quote Template to create Proforma Invoices easily. Export to PDF. Save time with product/service database. Record your past quotes.

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TEMPLATE DESCRIPTION

In daily business life cycle, companies send a Price Quote or Proforma Invoice prior to the actual completion of the sale. While a simple price quotation serves the same purpose, the pro forma invoice is generally considered to be more formal and professional. Depending on the circumstances, it may be also legally binding. You can use this Excel Quote Template for both purposes.

There are certain elements to be included in a formal price quotation such as item description, prices, terms, date and so on. Most companies use Excel spreadsheets to prepare price quotations and send their customers. If they agree on the terms, they proceed to complete the sale and then Commercial Invoice is needed as a record of the sale.

Price-Quote-Tool-Excel-Template-Someka-S01

Why would I need this Excel Quote Template instead of simple ones?

If you are using simple spreadsheet templates to prepare price quotes frequently, this tool may be a perfect fit for the following reasons:

  • Professional and Well-Structured: A nice looking and neat price quotation is more convincing and improves your company image. It also includes all the necessary elements so that you don’t forget anything.
  • Save time preparing new quotes: This tool has a separate database section for your products / services which lets you to “select” instead of making inputs every time. You just keep your database section updated and prepare new quotes in 30 seconds!
  • 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 can later on make analysis and create reports with this data.

This template has many more handy features such as easy Export to PDF, Show / Hide discounts with a button, assigning and recording responsible person who created the quote and so on. All these features are super easy to use and come with on-sheet instructions.

EXCEL QUOTE TEMPLATE FEATURES:

Basically, our templates consist of 3 main sections:

  1. Quote Generator
  2. Product / Service Database
  3. Quotation Records & Tracking

The flow is: 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.

1. QUOTE GENERATOR SECTION

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EXCEL QUOTE GENERATOR – MENU BUTTONS

Create PDF: This creates a temporary PDF as you see your quote on Excel. It makes some controls before creating the PDF like checking unique ID, Date, total amount and so on. When you create PDF, don’t forget to save it to the relevant folder on your computer.

Record Quote Data: This sends the quote data to Tracking section so that you can analyse what / when / how did you quote on certain customers.

Add/Delete Rows: This button adds new rows or deletes the existing ones in the invoice.

Show Discounts: Discount field is optional and sometimes you may want to hide it if there is no discount on item level. This button switches Discount column.

Reset Form: This button deletes all the existing information on the quote, refreshes formulas and makes it ready for a new quote. Use with caution.

EXCEL QUOTE GENERATOR – OTHER

Company Logo: This is a dummy logo. You can easily replace this one with your own.

Quote ID: You should use Quote ID for recording the quotes into Tracking Section. In order to be able to distinguish the separate quotes from each other, you should use Unique Quote ID on each quote you create. You can either write Quote ID manually at the top section into the form OR click the “Auto Generate” button to create a new ID quickly (you can also change prefix)

Responsible Person: Responsible Person will be recorded to tracking section to be able to follow who gave the quote later on. You can add/remove people list at Dashboard section.

Products / Services Section: You can select your Product/Service items from the drop-downs when you click on the first row under Description. All relevant info will appear automatically according to the data you input into Database section. You can change the Amount values specific to the current quote (don’t worry about formulas as they will be recreated when you Reset Form). Currency is defined at Dashboard.

Instructions: You can show / hide instructions from the switcher at the top right section.

Show / Hide Total Discount Selector: You can Show or Hide Total Discount with this selector. The tool will automatically calculate the discount you input here by subtracting from the total quote amount.

Show / Hide VAT Selector:  You can Show or Hide VAT here with this selector shown below. The tool will automatically calculate also the amount of VAT you input and add the total amount.

Price-Quote-Tool-Excel-Template-Someka-S03

Bank Information: This is an optional field which you can input your company bank info such as SWIFT code, IBAN, Account No and so on. You can hide this section if you don’t want to show it on your Proforma Invoice. (hidden in the image above)

2. PRODUCT / SERVICE DATABASE SECTION

Price Quote Generator Excel Template - Someka TextSS4

Clickable Info Links in the PDF: This is a unique feature of this template. It is a perfect method to send product links from your website in your price quotation. So, your customer will be able to look at the details without asking you each item. If you put the links at Info column in database, they will appear in your price quotation.
If you don’t want to use product links, you can put any other info to this column or leave empty.

Unit – Unit Price – Currency: These info will appear automatically in your quotation when you select the relevant item while preparing your proforma invoice as shown below. A great time saver!

Proforma Invoice Someka TextSS5

Unit and Currency is defined at Dashboard in order to ensure data consistency throughout your workbook.

3. EDIT CUSTOMER DATABASE SECTION

This section helps you to collect your customer information in the database. After you add all of your customer’s information, you can select your customer from the dropdown button on the customer info section inside the proforma invoice.

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4. EXCEL QUOTATION RECORDS & TRACKING SECTION

Price Quote Generator Excel Template - Someka TextSS6

All this information comes from Quote Generator. Every time you create a new price quote and click the record button, the tool informs that you recorded the quote data to the tracking section as shown below:

Price-Quote-Tool-Excel-Template-Someka-S04

This is really useful if you want to keep track of your quotes, responsible person who gave the quote, prices you offered and so on.

FEATURES SUMMARY:

  • Unique Excel Template to create professional Price Quotes
  • Works both on Mac and Windows
  • No installation needed. Ready to use.
  • User friendly Proforma Invoice section
  • Export to PDF feature
  • Full Print Ready
  • White Label
  • Database section for faster quote preparation
  • Tracking section for quote records
  • On Sheet Instructions
  • Compatible with Excel 2007 and later versions

This excel template is ready-to-use and provided as is. If you need customization on your reports or in need of more complex templates, please refer to our custom services.


COMPLETE YOUR TOOLKIT WITH OTHER FORM GENERATORS:

PRODUCT VIDEO

Watch the video below to see the template in action! Presentantation also includes usage notes, explanations and tips & tricks about the template.

FREQUENTLY ASKED QUESTIONS

USER REVIEWS & COMMENTS

14 reviews for Price Quote Generator and Tracker

  1. Deja-Vu

    I just paid for a single user licence and bought this broduct, however only received the free version.

    Please check into this.. I also send an separate email just now

    • Someka

      Hi there,
      Thank you for reaching out to us.
      We mostly send our products locked to prevent any kind of user mistakes, so before doing any modifications, you have to unlock your sheets with the password we sent you with the download link.
      Please click here to learn more about unlocking.
      Our team has also contacted you about the issue.
      Hope this helps!

  2. Hussain F Raja

    Hi team ,
    Is it possible to add product images in the price quote

    • Someka

      Hi Hussain,

      Thanks a lot for your interest!

      Yes, you can add images inside the template from the “Insert” tab on the ribbon.

      Hope that helps!

  3. Jason5

    I have just downloaded the price quote generator and tracker,but I would like to ask can we also import our current price list which is in excel format right now?

    • Someka

      Hi Jason,
      Of course, you can use your own existing price list in our Price Quote Generator Template.
      But, please input your data in the same order on the database section of the template. So, you have to enter your existing data into the product/service database sheet.
      If you do so, the template will work properly. Besides that, we have created a customer database section to enter your customer information as well.
      Hope that helps!

  4. Andan

    I am unable to create pdf. Can you help me about the steps I need to do?

    • Someka

      Hi Andan,

      First of all, thanks a lot for your interest!

      Can we kindly ask are you using Mac? If yes, sometimes this might be the reason for getting the error messages while creating a pdf. Please try to run the “Create PDF” macro from the Developer Tab manually. We attached a picture below to show you.

      PQ comment pic1

      If you can not figure it out, please let us know. In that way, we can show how you can do it.

      Kindly regards,

  5. G. John

    Hello,
    I am having troubled trying to add new colour scheme.
    It keeps saying page is locked and yet you have unlocked this version!
    any ideas what is wrong with my request, am I doing sth wrong?

    • Someka

      Hi G.,

      First of all, thanks a lot for your interest!

      Did you unlock both the worksheet and workbook? When you do that, you should be able to change all of the colors according to your needs.

      If you can send the warning message you are getting to us, we will be happy to help you to solve it. Best wishes,

    • G. John

      Hi,

      Your support team contacted me regarding the issue I have. I was getting this error message because of the merged cell. I didn’t know what that meant. But, thanks so much to your support team we solved the issue.

  6. John P

    I have been following your website for a while, which is really excellent and very interesting. I am interested to buy the multi-user license for the Price Quote Generator and Tracker template, but kindly I would like to know if that would allow me to be able to customize the data like the automatic quote number (to continue with my current one), etc. and insert an additional fixed page with terms and conditions.

    • Someka

      Hi John, thanks so much for your kind words!
      We are happy that you like our templates. Yes, you can use the current quote number sequence in our template as well. Please before start to using our Price Quote Template, click the Reset Table button. After that, you can start assigning a quote number by entering the last available one inside the Auto Generate Quote ID button. From now on, the template will generate quote ids by following the same sequence that you entered. Hope our explanation helps you!

  7. Roman

    Hello Support Team,

    We are located in Canada and we have different tax rates for different provinces. Since we ship products across the country, will it be possible to set up multiple tax rates in this quote generator?

    Thanks,

    • Someka

      Hi Roman,

      Thanks a lot for the review!

      On the “Quote Generator” page, each time you can enter different VAT/TAX amounts. You can input it manually. So, yes it is possible to enter different tax rates for each quotation.

      We attached the picture below to show you that you will be able to input VAT/TAX by yourself.

      price quote comment pic2

      Hope our explanation helps!

      Best regards,

    • Roman

      Thank you for your reply but I still need to clarify:

      Each province has a different names of their taxes…for example HST, PST, QST and etc. depending on province.

      I understood that I’ll be able manually change a percentage but will I be able to put these Tax names instead of VAT?

      Nobody knows here what is VAT…

      Thank you,

      Roman

    • Someka

      Hi Roman,

      You can also enter the other tax names: HST, PST, QST, instead of VAT, again by changing it manually. Once you change the VAT with another tax name, there is noting will change regarding the calculation. The template will understand and reflect the percentage of the tax rate to the total calculation.

      To just remind you, please do not forget to enter the tax name manually when you change the province each time and make sure that you enter it correctly. We also attached a picture below to show that you can change the VAT to HST, to be able to make sure that you can do it before you purchase the template.

      price quote comment pic3

      Hope that helps!

      If you have further questions please do not hesitate to contact us anytime.

      Kindly regards,

    • Roman

      Thanks a lot, Someka!

  8. malcolm

    – customer database works great
    – not customizable at all (unless you paid for it)
    – support is superb!

  9. N.William

    overall it’s good. knocked a star off because of the lack of customization

    • Someka

      Hello William! Thanks for your feedback! For further modifications like removing branding, setting different color to the template, you need to pay for the password and modification rights. But overall, you will able to use the main functions without needing a modifiable version.

  10. rodrigo

    I think that this product is amazing I think that this product is amazing I think that this product is amazingI think that this product is amazing

  11. Brad Nelson

    Good support and knowledge but template could be more flexible, can’t add more line!!

  12. wynkhat3

    So tired of giving price quotes for everything and invoice it myself. I like the way this template ease my work and keeps me organized.

  13. Jagodish m.

    I always send off a price quote for a gig and actually I hate dealing with paperwork and invoices and stuff. Your reusable template is a big favour for me. Thanks.

  14. itscarlisle

    I have been using it for a while now and love it. But I had to make my own modifications to suit my own needs. Would recommend.

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