Quotation Format in Excel
Create stunning, professional quotes effortlessly with Vyapar’s Quotation Format in Excel. Impress clients instantly and increase your chances of closing deals effectively. Try it now!
- ⚡️ Create professional quotations with Vyapar in 30 seconds
- ⚡ Share quotations automatically on WhatsApp and SMS
- ⚡️ Connect with your parties through reminders, greetings, business cards and more
Excel Quotation Format Vs Vyapar App
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Format
200+ Professional Formats
Convert Quotes to Invoices
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Accounting Integration
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Download professional free excel quotation templates, and make customization according to your requirements at zero cost.
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Create Quotes in 50+ Premium Themes.
What is Quotation Format in Excel?
A quotation format in Excel is a structured template that helps businesses create professional pricing proposals for clients. It allows you to present detailed cost information in a clear and organized way.
A typical Excel quotation format includes:
✅ Business Information: Company name, logo, and contact details
✅ Client Information: Customer name and contact details
✅ Product/Service List: Descriptions, quantities, unit prices
✅ Automated Totals: Subtotals, taxes, discounts, and final amount
✅ Terms & Conditions: Payment terms, quote validity, notes Excel’s flexibility makes it easy to customize these templates with your own branding. Built-in formulas ensure accurate pricing and eliminate manual calculation errors.
You can download free Excel quotation templates from Vyapar to get started instantly — no design or technical skills required.
Steps to Create Quotation Format in Excel By Vyapar
You can easily create professional quotations using the best computer quotation format in Excel provided by the Vyapar app. These customizable quotation formats in Excel come with predefined sections, allowing you to include all necessary details within minutes—no need to build from scratch.
Vyapar offers free and pre-built Excel quotation formats designed to simplify your workflow and ensure your quotes are accurate, clear, and client-ready.
Follow these steps to create a quotation format in Excel by Vyapar:
- Choose and download the pre-built Excel quotation format by Vyapar
- Edit the company details like name, logo, address, and GST number
- Fill in client details such as name, contact information, and assign a unique quote number
- List all services or items with clear descriptions
- Mention the quantity along with the appropriate units
- Review and modify the pre-built formulas to ensure accurate calculations of totals, taxes, and discounts
- Specify payment details like due date, payment mode, and any applicable terms and conditions
- Save and share the completed quotation online with your clients
This structured approach helps you generate clear, professional, and well-formatted quotations that improve communication and increase your chances of closing deals.
Why Do Business Owners Prefer Quotation Format In Excel -Club
Creating quotations using Excel format offers a perfect balance of flexibility, ease of use, and professionalism. Whether you’re a freelancer, contractor, or small business owner, Vyapar’s Excel quotation templates are designed to meet a variety of business needs.
Why Business Owners Prefer Quotation Format in Excel:
User-Friendly Interface
The Vyapar quotation maker app offers a neat and intuitive interface. No advanced skills are needed — even beginners can easily create professional-looking quotations.
Easily Accessible
Excel is widely used and available on almost every device. With Vyapar’s free quotation generator app, you can create, edit, and share quotations anywhere, anytime.
Easy to Edit and Customize
Modify your quotation format freely — change colors, logos, layouts, and fonts to match your branding. You can adjust every detail of the quotation to meet client-specific requirements without any design expertise.
Automated Calculations
Built-in Excel formulas simplify calculations for totals, taxes, and discounts. This minimizes manual errors and speeds up the quotation process significantly.
Saves Time and Effort
With quotation format Excel free download, you eliminate the need to build quotes from scratch. Vyapar’s pre-designed templates accelerate your workflow, freeing up your time for core business tasks.
Competitive Edge
A well-designed Excel quotation gives you a professional appearance and helps communicate your brand’s value clearly. This can make a strong impression and give you an edge over competitors.
Vyapar’s business-tailored Excel quotation formats provide everything you need to generate high-quality, accurate, and branded quotations quickly — helping you close deals faster and operate more efficiently.
Types Of Excel Quotation Formats
Quotation templates in Excel are available in multiple styles, each tailored to meet the specific needs of different industries and business workflows. Choosing the right format can simplify your quotation process, improve professionalism, and enhance client communication.
Basic Quotation Template
A simple ready-to-use layout is perfect for businesses requiring quick and straightforward corporate quotation formats.. It generally includes fields for item descriptions, quantities, unit prices, and totals.
Detailed Quotation Format
Designed for companies that require comprehensive documentation. This format includes additional fields such as terms and conditions, client contact details, and space for notes or project-specific requirements.
Customizable Quotation Templates
These templates, available through quotation template Excel free download, allow full personalization with your business logo, brand colors, and layout preferences. They’re perfect for aligning your quotations with your corporate identity.
Automated Quotation Systems
Template Quotation Excel are powered by built-in macros or formulas that automatically calculate totals, taxes, and discounts. They reduce manual effort, save time, and help ensure pricing accuracy.
Industry-Specific Quotation Formats
Tailored to specific sectors like construction, retail, consulting, and more. These templates include industry-relevant fields, terminology, and legal disclaimers to meet niche business requirements.
Mobile-Friendly Quotation Formats
Optimized for smartphones and tablets, these templates allow on-the-go quotation creation. They’re ideal for field sales teams or service professionals who need to generate and share quotes from mobile devices.
Integrated Quotation and Invoicing Systems
Some Excel quotation templates are designed to integrate with invoicing and payment tracking systems. This integrated invoicing helps streamline the full sales process—from quotation to payment—without switching tools.
Why Vyapar App is a Better Alternative to Excel Quotation Formats?
While Excel templates are great for basic quoting, Vyapar offers a smarter, faster, and more powerful way to manage quotations and business operations — all in one app.
Here’s why business owners prefer Vyapar over Excel formats:
Faster Quotation Creation
Generate professional quotes in seconds using customizable quotation template Excel formats. With auto-calculations for totals, taxes, and discounts, there’s no need to build from scratch or manually update values.
Instant Sharing & Printing
Easily share quotations via WhatsApp, SMS, or email. Need a hard copy? Print instantly using thermal or standard printers — no extra steps needed.
Convert Quotes to Invoices Seamlessly
Turn approved quotations into invoices with a single click. This saves time and keeps your workflow efficient.
Data Security & Backup
Your data is securely stored on your device and can be backed up to Google Drive or local storage. With built-in encryption, you stay protected from data loss or unauthorized access.
Integrated Business Management
Go beyond quotations by tracking sales, expenses, and dues, recording every transaction, and easily importing or exporting inventory and party data.
Inventory & Finance Tracking
Monitor stock levels, set expiry alerts, and plan promotions. View cash flow, income reports, and business performance — all in one place.
Multi-User Access
Collaborate with your team by enabling multi-user access. Manage permissions and let different users handle sales, inventory, or billing — securely.
Easy Customization
Tailor every part of the app to match your brand. From quotation formats to invoices and reports, Vyapar makes customization effortless.
Insightful Reporting
Access detailed business reports and analytics to make data-driven decisions that support growth and profitability.
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Frequently Asked Questions (FAQs’)
Vyapar quotation creator tools are the best pick for creating quotations in Excel format. It is an easy-to-use and simple tool to develop quotes effortlessly. Once approved, you can easily use the app to convert the same document into an invoice.
Yes, you can use Vyapar on Android devices and Windows systems. The app isn’t available for iOs users currently.
There are no charges for the basic mobile version of the Vyapar app on Android devices as it comes with a lifetime free validity. The basic features work fine for small businesses, helping them grow their business. For more advanced & customised tools, you can get the premium desktop version. However, you can also access the free 7-day trial of the premium one. If it suits you, you can pay for the yearly subscription.
You can create quotations using the best quotation format in excel by the Vyapar app. Using customisable quotation formats in Excel can help ensure that you can cover everything you need in the quote within minutes without creating the quotation from scratch.
Most businesses rely on Excel quotations to provide detailed quotations to customers as it helps display the details of each item in a simple, easy-to-understand format. Using Excel formats designed by Vyapar, you can add professionalism to your Excel quotation.
A general quotation format excel free download comes with all the required details of a transaction. Primarily, it includes the listed elements.
1. Contact details of customer/buyer
2. Name and address of seller
3. Detailed Description of goods and services
4. Quotation validity date and terms of sale
5. Project deadline/delivery due date
6. Available payment methods
7. Discounts offered and taxes involved
You can create a general quotation format in Excel free download from scratch or opt for a professional Excel quotation format by Vyapar. Using the best Excel quote format will make creating and managing all quotations for your business easier.
Excel offers a variety of quote formats for every type of businesses. Including basic templates for itemized pricing and more detailed layouts with customer-specific details and automatic calculations.
In Excel, you can quote data by selecting the cells containing the information you want to include in your quote, then formatting them to display as text using quotation marks (”). This ensures the data appears exactly as entered without any formatting changes.
In Excel, quotes are used in formulas to indicate text values or specific references. They are essential for:
1. Text Values: Enclosing text within quotes (”) ensures Excel interprets it as literal text rather than a formula or function.
2. Static References: Quotes are used to denote fixed cell references or named ranges, ensuring formulas refer to specific cells consistently.
3. Criteria in Functions: Quotes define criteria in functions like SUMIF or COUNTIF, helping Excel distinguish between text criteria and cell references. Overall, quotes ensure accuracy and clarity in Excel formulas by specifying text values and static references clearly.
Yes, Vyapar provides customizable templates for Excel quotations that can be tailored with your company logo, terms, and specific details to match your brand identity.
Vyapar’s Excel templates include built-in formulas for automatic tax calculations based on configured tax rates, simplifying the process of including taxes in quotations.
Yes, Vyapar offers mobile apps (Android and iOS) that enable users to create, edit, and manage Excel quotations on the go, providing flexibility for field sales and service teams.
Vyapar App allows you to export quotations created within your platform directly to Excel quotation format, ensuring seamless integration and flexibility in managing quotations.
