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Free Quote Template for Excel

A ready-to-use .xlsx price quote with real formulas: change a quantity or a price and the line amount, subtotal, tax and quote total update by themselves. Download it blank, or fill it in online first.

Fill it in online first

Free. No sign-up, no email, no watermark.

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Northline Studio
214 Market St, Austin, TX 78701
(512) 555-0142 · hello@northline.co
QUOTE
No. QUO-001
ISSUE DATEOct 5, 2026
VALID UNTILNov 4, 2026
TERMS30 days
TOTAL$1,353.13
PREPARED FORDana WhitfieldWhitfield Coffee Co.88 Lamar Blvd, Austin, TX 78704dana@whitfieldcoffee.com
PROJECTSpring menu launchCopywriting and social posts for the new seasonal menu.
DESCRIPTIONQTYRATEAMOUNT
Menu copywriting12 drinks, 6 pastries
1650.00650.00
Social media posts8 posts with captions
845.00360.00
Product photo editingColor and crop, 20 images
2012.00240.00
PAYMENT DETAILSBank: First Texas BankAccount name: Northline Studio LLCAccount: 004812337Reference: QUO-001
Subtotal$1,250.00
Tax (8.25%)$103.13
Quote total$1,353.13
TERMSThis quote is a fixed price for the work described above and is valid until the date shown. Any extra work will be quoted separately before it starts.
Thank you for your business.Payment is due within 14 days. A 1.5% monthly fee applies to late payments.
Accepted by: ____________________ Date: ________

Preview with example details. The download is blank, ready for yours.

What's in the Excel file

  • Line amounts are formulas: quantity × rate, rounded to the cent.
  • Subtotal, tax and the quote total are formulas too. Change the tax rate cell and the tax updates.
  • Quote number, quote date and a valid-until date at the top.
  • Your business and your customer's details, plus space for your terms.
  • Money cells are formatted as currency, so totals always show two decimals.

How to use it in Microsoft Excel

  1. 1

    Download and open it

    Open the .xlsx in Excel. If Excel shows a yellow Protected View bar, click Enable Editing.

  2. 2

    Fill in your details

    Add your business details, your customer's details, a quote number and how long the price is valid.

  3. 3

    Add your line items

    Type a description, quantity and rate on each line. The amount, subtotal and total fill in by themselves.

  4. 4

    Set the tax rate

    Type your sales tax rate in the tax rate cell, or leave it at 0% if you don't charge tax.

  5. 5

    Save it as a PDF and send

    Choose File > Save As > PDF (or File > Export on a Mac) and email the PDF. Keep the .xlsx to reuse.

Last updated · By Yasir Arfat

Excel template or the online builder?

The Excel template

  • Works offline in Microsoft Excel
  • Totals calculate with formulas
  • You number each quote and save the PDF yourself

The free online builder

  • Totals, tax and numbering done for you
  • Remembers your business details and logo
  • Download as PDF, Word and Excel in one click
Fill it in online free

Questions about the Excel quote template

Is it really free?

Yes. The download is free, with no sign-up, no email and no watermark. The online builder is free too.

What's the difference between a quote and an estimate?

A quote is a fixed price the customer can accept. An estimate is your best guess and can change if the job changes. Use a quote when you know the full scope of the work.

Does it open in Google Sheets or Apple Numbers?

Yes. Upload the .xlsx to Google Drive and open it with Google Sheets, or open it in Numbers. The totals keep working.

How do I add more lines?

Insert a row inside the item table (right-click a row number > Insert) and copy the formula from the amount cell above. Or use the online builder, which adds lines for you.

Can I turn the quote into an invoice?

In the online builder, yes: one click turns an accepted quote into an invoice with the same lines. In Excel, copy the file and change the title, number and dates.

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