Quote Template Plantilla Essentials
Create price quotes and estimates for prospective clients. List services or products with pricing - easy to convert to an invoice later.
Qué incluye
- 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
Vista previa
Mira qué contiene esta plantilla
Cómo usar esta plantilla de Quote 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.
Creadas por Claude AI. Perfeccionadas por nosotros.
Usamos Claude AI para crear el borrador de cada plantilla, después de una investigación profunda. Luego nuestro equipo interviene. Refinamos el diseño, probamos cada fórmula a fondo, corregimos casos especiales y pulimos el diseño hasta que se siente como algo que realmente usaríamos nosotros mismos. La IA nos lleva al 80%. El último 20% es criterio humano.
Preguntas frecuentes
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.
¿Cómo abro esto en Google Sheets?
Sube el archivo .xlsx a Google Drive y luego ábrelo con Google Sheets. Todas las fórmulas y el formato se conservarán.
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