Free template

Free Excel quote template

Download an editable template to build clear client quotes, calculate totals, and send a professional proposal without starting from scratch.

Free to start. No card required to create your first quote.

Editable in ExcelIncludes taxes and totalsReady for clients

Preview

A simple template for professional client quotes

Includes client details, line items, quantities, unit prices, discounts, taxes, final total, notes, and commercial terms.

Add your company, client, quote number, issue date, and expiration date. This removes ambiguity when the client reviews the quote.

Each line should explain what is delivered, how many units are included, and the price. If the project has phases, separate them clearly.

Check subtotal, discounts, taxes, currency, validity, and terms before sending. A clear quote reduces back-and-forth.

The client should know whether prices are in USD, EUR, MXN, or another currency. Do not rely on the symbol alone.

Ambiguous line items are harder to compare, approve, or revise. Keep item, detail, quantity, and price separate.

A validity date protects your pricing and gives the client a clear decision window.

Is the Excel quote template free?

Yes. You can download it for free and edit it in Excel, Google Sheets, LibreOffice, or any compatible tool.

Can I use it for services and products?

Yes. The structure works for services, products, packages, phased projects, and quotes with multiple line items.

Does the template calculate taxes automatically?

The spreadsheet version includes fields for subtotal, discount, tax, and total. Review the formulas before sending it to a client.

When should I move from Excel to Quotive?

When you need to send a professional link, know whether the client viewed the quote, collect comments, and close with a simple e-signature.