Price Quote Generator Excel Template
One quote workbook with a form, a product list, and a customer list. Add your own lines and send the quote.
$19.95 single user · $39.90 multi user
This is one macro-enabled Excel workbook for a price quote. The tabs are Dashboard, Form, ProductDB, CustomerDB, Tracking, and Calc. The form includes a proforma layout. Invoices and Sales & Marketing both link to this page. There is not a second quote file.
What is in the file
- Quote form
- Product and customer lists
- Macro-enabled workbook
Compatibility
Excel 365, Excel 2021, Windows & Mac. One-time purchase. Download the file, add your data, and start working.
How it works
- Download the free version on this page if you want to confirm the file opens and the layout is what you expect.
- After purchase, download the Pro workbook. Open it in Excel 365 or Excel 2021 on Windows or Mac and add your own data.
- Duplicate the file for the next cycle instead of rebuilding it.
Who it is for
People who send a quote or a proforma and want the form, the product list, and the customer list in one Excel file.
Use cases
- A quote filled from the product list and the customer list already in the file.
- The same workbook for the next quote, instead of rebuilding the form.
Sheets in the file
The free workbook and the Pro workbook use these tabs.
- Dashboard
- Form
- ProductDB
- CustomerDB
- Tracking
- Calc
This is one macro-enabled workbook (.xlsm). Excel asks before macros run. The form includes a proforma layout. Invoices and Sales & Marketing both link here. There is not a second quote file.
Licensing
Single user is $19.95. Multi user is $39.90. Both are a one-time purchase for this file. The $99 per month membership is a separate plan for the whole catalog. It is not included in this price.
FAQ
Is the sales quote a different file?
No. Both categories link to this workbook. The Pro file is the same.
Will Excel ask about macros?
Yes. The file is .xlsm.
Can I request a refund?
Because these are digital products, purchases are not refundable for change of mind after the file has been downloaded. A full refund may be requested within 30 days if the file is corrupted or materially different from the product description. Details are in the refund policy. Use the free version first to check that the file opens.