Quote Template Essentials 模板
Create price quotes and estimates for prospective clients. List services or products with pricing - easy to convert to an invoice later.
包含内容
- 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
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如何使用这个Quote Template模板
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.
由 Claude AI 构建，经我们精心打磨。
我们使用 Claude AI 在深入研究后起草每个模板。然后由团队接手，优化布局、全面测试每个公式、修复边界情况，并打磨设计，直到达到我们自己愿意使用的标准。AI 完成了 80% 的工作，最后 20% 靠的是人工判断。
常见问题
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.
如何在 Google Sheets 中打开？
将 .xlsx 文件上传到 Google Drive，然后使用 Google Sheets 打开。所有公式和格式都会保留。