Business template
Quote / Estimate
Line totals, an optional discount, tax and a valid-until date that sets itself.
- ✓Instant download
- ✓Every later version free
- ✓Commercial use
- ✓No signup, no watermark
- 11
- live formulas, each one recalculated and checked
- 4
- columns: Description, Qty, Unit price, Line total
- 8
- figures worked out for you
A tradesperson or small supplier pricing a job · Trades, installers and small manufacturers — usually looking for this when a customer has asked for a price in writing.
Need more than one? All 10 Business templates for $39 — $121 bought separately. All 66 for $99.
Works in Excel 2013 and later, Microsoft 365, Google Sheets and LibreOffice Calc. Set up to print on one page wide. Version 1, updated 25 September 2026.
There are free templates. Why this one?
There are, and some are fine. The difference is what has been checked. This file was built from scratch, then every formula in it was recalculated by a separate checker that compares each result against an independently worked-out answer — 11 of them here. A template that looks right and totals wrong is worse than no template at all, and that is the usual failing of one downloaded from a search result.
It also opens with sample rows already filled in, so you can see every formula working before you touch it, and it is set up to print without fighting the page setup. No email wall, no signup, no watermark, and you can use it commercially.
About this Quote / Estimate template
A clear quote wins work and avoids arguments later. This Excel quote and estimate template prices every line from quantity and unit price, then applies an optional discount and tax at the rates you set to give the total.
It includes a quote number, date and valid-until date, and blank line rows stay empty rather than showing zeros, so the quote looks finished however many lines you use.
Good for
- →Tradespeople and contractors quoting for jobs
- →Service businesses pricing a project
- →Sending an estimate before work is confirmed
What it works out for you
Total
- →Discount
- →Tax
- →Total
What is inside the Quote / Estimate template
The table has 4 columns. Calculated columns fill themselves in; the rest are yours to type over.
- →Description
- →Qty
- →Unit price
- →Line total
Settings in the “Adjustments” box
- →Discount %
- →Tax rate
Settings in the “Quote details” box
- →Quote number
- →Date
- →Valid until
How to use the Quote / Estimate in Excel
Blank line rows stay empty rather than showing zeros, so the quote looks finished whether you use three lines or ten.
The file opens with sample rows so you can see every formula working before you change anything. Type your own figures over them. When you need more rows, insert them inside the existing block rather than underneath it, so the totals keep covering every row.
Shaded, boxed cells below the table are settings the formulas read from. Change those first — every row that depends on them updates at once.
Functions and formulas it uses
Every one of these exists in Excel, Google Sheets and LibreOffice, so the file behaves the same wherever you open it.
IFROUNDSUMTODAYQuestions about the Quote / Estimate
Is a quote the same as an estimate?
Not quite. A quote is usually a fixed price, while an estimate is a best guess that can change. The template works for either, so change the heading to suit.
How do the discount and tax work?
Set a discount percentage and a tax rate in the adjustments box. The discount, tax and total are all worked out from the line totals.
How do I keep track of whether the customer accepted?
The Quote Follow-Up Tracker lists sent quotes, flags those due for chasing and shows which have expired.
What you get with the Quote / Estimate
- ✓11 formulas, every one recalculated and checked
- ✓Opens with sample rows already filled in
- ✓Excel, Google Sheets and LibreOffice Calc
- ✓Set up to print on one page wide
- ✓Commercial use, no attribution needed
- ✓Every later version included free
Get the Quote / Estimate for $12
One payment. The file downloads straight away, and every later version of it is yours at no extra cost.
Buying a few? All 10 Business templates for $39, or all 66 for $99.
More business templates
See all Business →Quote / Estimate
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