Quotation Template (Excel)

Quotation template — how to use

1. On the Quote sheet, replace the company details, the customer block and the quote number. Light yellow cells are inputs; blue cells calculate.
2. Enter one line per item or service: description, quantity, unit, unit price, line discount (%), and Y/N for taxable.
3. Set your sales tax rate and shipping. Subtotal, tax, total, deposit and balance are formulas; do not type over them.
4. Valid until = quote date + days valid. Change the days, not the date.
5. The check under the lines says OK when every line has a quantity and a price.
6. Send the quote as a link instead of an attachment: the customer opens it without an account. On the paid plan you also see when it was opened.
The Cover email sheet has a short message to send with the link.

Made with Layers — layers.md

QUOTATION

Bluebird Print & Signage LLC					Quote #	Q-2026-0417
2140 Larkin Avenue, Columbus, OH 43215					Quote date	20 Oct 2026
(614) 555-0128 · quotes@bluebirdprint.example					Valid for (days)	30
					Valid until	19 Nov 2026
Prepared for					Prepared by	Sam Whitaker
Oakridge Dental Group — Maria Lopez, Office Manager					Lead time	3–4 weeks after proof approval
880 Westfield Road, Suite 200, Dublin, OH 43017
maria.lopez@oakridgedental.example
Project: signage for the new Dublin clinic


#	Description	Qty	Unit	Unit price	Disc. %	Taxable	Amount, USD
1	Exterior illuminated channel-letter sign, 12 ft, LED, with raceway	1	ea	6,850.00	0%	Y	6,850.00
2	Window vinyl graphics: logo and opening hours	4	ea	185.00	0%	Y	740.00
3	Interior acrylic wall logo, 48 in, with standoffs	1	ea	1,240.00	0%	Y	1,240.00
4	ADA room signs with tactile text and braille	14	ea	68.00	10%	Y	856.80
5	Design and proofs (two revision rounds)	1	job	450.00	0%	N	450.00
6	Installation, two-person crew with lift	6	hr	125.00	0%	N	750.00
7	City sign permit filing (pass-through fee)	1	ea	175.00	0%	N	175.00
8
9
10
11
12

	Discount included in line amounts:			Subtotal			11,061.80
	95.20			Taxable subtotal			9,686.80
				Sales tax rate			8.00%
	Check: every line has quantity and price			Sales tax			774.94
	IF(SUMPRODUCT((B15:B26<>"")(((C15:C26="")+(E15:E26=""))>0))=0,"OK",SUMPRODUCT((B15:B26<>"")(((C15:C26="")+(E15:E26=""))>0))&" line(s) missing quantity or price")			Shipping			0.00
				TOTAL			11,836.74
				Deposit on acceptance			50%
				Deposit due			5,918.37
				Balance due after installation			5,918.37

Payment terms		50% deposit on acceptance; balance due 15 days after installation. Card or ACH.
Includes		Fabrication, delivery, installation, permit filing. Electrical connection to a junction box within 6 ft of the sign is by the customer's electrician.
Not included		Landlord approval, after-hours installation, repair of the wall surface after removal of old signs.
Price changes		Prices are valid until the date above. After that, ask for an updated quote.

Acceptance
To accept, sign below or click Accept on the quote link. Work starts after the signed quote and the deposit are received.

Accepted by (name and title): ____________________________________

Signature: ____________________________ Date: ________________

Cover email

Subject: Quote Q-2026-0417 — signage for your Dublin clinic

Hi Maria,

Thanks for walking me through the new space on Thursday. Here is our quote for the exterior sign, window graphics, wall logo and ADA room signs:
[link to the quote]

The total is $11,836.74 including sales tax, and the quote is valid until 19 November. Lead time is 3–4 weeks after you approve the proofs, so approving by 6 November keeps the opening date of 7 December safe.

You can accept the quote from the link. If you'd like to change anything — fewer room signs, or no illumination on the exterior sign — reply here and I'll send a revised version the same day.

Best regards,
Sam Whitaker
Bluebird Print & Signage · (614) 555-0128