Template · Sales
Quote / estimate template for Excel & Google Sheets
Send professional quotes with validity date, discounts, tax and a signature line.
Get all 30 templates — $19See all 30 templates
One-time payment · 14-day money-back guarantee · Local taxes added at checkout
Why you will like it
- Ready to use: formulas, formatting and example data are already in place.
- Instructions inside: a “Start here” tab explains every tab in one minute.
- Made to adapt: replace the example data with yours and everything updates.
What is inside the file
These are the real tabs of the file you download:
- Start hereHow to use the file in one minute.
- QuoteThe printable quote.
- AI prompts5 ready-to-copy prompts to adapt and analyse this template.
Look inside
How it works in 3 steps
- Put your company details and the client.
- Add the lines and set validity days.
- Save as PDF and send. When accepted, copy the lines to the invoice template.
Works where you work
- Excel 2016 or newer, Microsoft 365 and Excel for the web
- Google Sheets: upload the .xlsx to Drive and open it with Sheets
- No macros, no add-ins, nothing to install
AI prompt included
Paste your data into ChatGPT, Claude or Gemini with this prompt:
I am sending a quote of [amount] to [client type] for [service]. Write a 5-line cover email that highlights value over price, offers 2 options (basic / complete) and ends with a clear next step. Also suggest 2 lines I could add to the quote to justify the price.
Questions
Does the Quote / estimate template work in Google Sheets?
Yes. Upload the .xlsx file to Google Drive and open it with Google Sheets, or use File → Import. It uses classic functions, so it works the same.
Can I use my own data?
Yes. Replace the example data with yours and the formulas, charts and summaries update on their own. The “Start here” tab tells you where to type.
Is Quote / estimate sold on its own?
It comes in the Formulyo pack: 30 templates for a one-time $19, with the AI prompts and lifetime updates. 14-day money-back guarantee.
In which languages do the files come?
Every template comes in English, Spanish, Portuguese and German.
Do I need macros or add-ins?
No. They are plain .xlsx files with formulas only.
