11 Best Excel Quotation Template Sites (2024) [FREE]

1. Introduction

In the current business world, pricing transparency is imperative. This is where Excel Quotation Templates come into play. Regulated and systematic in their layout, they are essential in detailing product prices for potential customers.

1.1 Importance of Excel Quotation Template Site

An Excel quotation template site, such as the ones we’ll be comparing in this article, provide businesses with a wide range of templates to choose from. These templates can be tailored to the needs of the company, simplifying the process of creating professional and clearly detailed quotations. The importance of these quotation templates cannot be overstated. They showcase the business’s professionalism, speed up the process of creating quotations, and minimize mistakes that could potentially lead to loss of business. They are a significant part of maintaining customer relationships, dealing with suppliers, and generally managing business operations smoothly.

1.2 Objectives of this Comparison

The goal of this comparison is to provide an analytical and comprehensive overview of the various Excel quotation template sites available online. We aim to evaluate each site’s strengths and weaknesses, briefly introducing them and then dissecting their pros and cons. This information will help you choose the best quotation template site based on your specific business needs.

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2. Vertex42 Quote Template

Vertex42 offers a range of Excel templates, including a quote template that aids in creating detailed and professional-looking quotes for businesses. The template is easy to use, highly customizable, and comes with tutorial assistance for optimal user experience.

Designed specifically for Microsoft Excel, the Vertex42 Quote Template is a comprehensive, yet straightforward tool for producing standout proposals. It offers users the chance to create itemized quotes, thus ensuring accuracy in pricing, and a clear picture for potential buyers or clients.

2.1 Pros

• Free access: The Vertex42 Quote Template is available for free, making it a cost-effective choice for small businesses or startups.
• Easy customization: The template is customizable, allowing for modification according to an organization’s precise needs. Fonts, colors, columns, and more can be adjusted easily.
• Itemized quotes: A crucial feature of Vertex42 is its ability to provide itemized quotes, which ensures that everything is accounted for, and the customer can understand precisely what they’re paying for.
• Instructional pointers: It includes various notes and instructions within the template itself, making it beginner-friendly.

2.2 Cons

• Limited design options: The Vertex42 Quote Template’s design is fairly basic and does not have extensive aesthetic options.
• Microsoft-specific: The templates are designed for Microsoft Excel, meaning they may not be fully compatible with other spreadsheet software.
• No automated features: Unlike some other templates, Vertex42 does not include automated features such as calculations or conversions, which can be a disadvantage for some users.

3. Vyapar Quotation Format in Excel

Vyapar provides a range of practical Excel quotation templates compatible with their own invoicing and accounting software. The templates cater to a plethora of business types, with unique features enhancing quotation delivery and accuracy.

Vyapar’s Quotation Format in Excel is a versatile tool that aids businesses in diverse industries. Varied in design yet always professional, these templates can be easily integrated with the Vyapar App, an accounting software tool. Vyapar’s templates are designed with user experience in mind and match the demands of today’s ever-evolving business world.

3.1 Pros

• Wide array of templates: Vyapar offers a broad selection of templates catering to different types of businesses, increasing the likelihood of finding a suitable match for your specific business needs.
• Integration with Vyapar App: Templates can be directly integrated with Vyapar’s app, streamlining your business’s accounting process.
• Supports various languages: Vyapar’s templates support multiple languages, allowing your business to cater to an international audience.
• Downloadable in different formats: Vyapar provides the option to download templates in different formats including Excel, PDF, and more.

3.2 Cons

• Requires Vyapar App: To fully benefit from the features and ease-of-use of these templates, a Vyapar app subscription is required.
• Limited customization: Unlike some other template providers, Vyapar has limited customization options in their templates.
• Learning curve: Integrating the templates with the Vyapar app might add a learning curve for those not familiar with the application.

4. Invoice Simple Free Quote Templates

The Invoice Simple platform provides a selection of free quote templates suitable for various businesses. This service caters to individuals looking for a swift, reliable and streamlined solution to crafting their quotations.

Invoice Simple’s Free Quote Templates are designed to be user-friendly and efficient. The available templates are built to handle various kinds of business quotations and offer a balance of simplicity and professionalism. Invoice Simple also features a mobile application for generating quotes on the go.

4.1 Pros

• User-friendly: The templates are designed to be easy to use, making the creation of quotations a hassle-free process.
• Free access: Access to the quote templates is free, providing a cost-effective solution for businesses looking to save on expenses.
• Mobile app availability: Invoice Simple provides a mobile app for those who need to generate quotes on the go.
• Minimalistic designs: The templates exhibit clean and professional designs, avoiding unnecessary distractions and focusing solely on the information at hand.

4.2 Cons

• Limited customization: Compared to some competitors, the customization options for Invoice Simple templates can be somewhat limited.
• Lacks advanced features: While easy to use, the templates might not offer some advanced features, such as automated calculations, found in more sophisticated quotation templates.
• May require upgrades for more features: Some additional and premium features might require upgrading to a paid plan.

5. Spreadsheet123 Price Quote Template

Spreadsheet123 offers a wide selection of Excel-based templates, including a quote template that embodies functionality and professionalism.

The Spreadsheet123 Price Quote Template is based on Microsoft Excel, offering a platform that is easy to use, customizable, and efficient. It provides an excellent framework for creating reliable and accurate price quotes, using Excel’s extensive capabilities to facilitate a seamless quote calculation and presentation process.

5.1 Pros

• Easy to use: The Spreadsheet123 quote template is straightforward and user-friendly, making quote creation a breeze even for those new to Excel.
• Customizable: The template allows users to change various aspects, such as colors, fonts, and logos, for a more personalized touch.
• Formula-based calculations: Spreadsheet123 takes full advantage of Excel’s calculation capabilities, reducing the chance of error and speeding up the quote process.
• Wide range of template types: Spreadsheet123 provides a wide variety of other templates, which might be useful for businesses in need of more than just quote templates.

5.2 Cons

• May require understanding of Excel: Though easy to use, users with no fundamental knowledge of Excel might find themselves at a slight disadvantage.
• Minimalist design: The design of the template is relatively simple. Those seeking more aesthetically pleasing or intricate designs might be disappointed.
• Does not support non-Excel platforms: As the templates are created specifically for Excel, they might not function properly on other spreadsheet software.

6. Wise Quote Template In Excel

Wise (formerly TransferWise) offers an Excel quotation template that is both sleek and functional. Its templates are designed with international business transactions in mind, making them ideal for companies that operate globally.

The Wise Quote Template In Excel is built to cater to businesses that deal with international customers or suppliers. It offers a very simplistic approach to creating quotations, allowing users to focus more on the content than the process. The Wise Quote Template facilitates efficient international transactions, making it ideal for global businesses.

6.1 Pros

• Simple yet effective: The Wise Quote Template takes a minimalistic approach, making it intuitive and easy to use.
• Designed for international transactions: The template is designed with international business in mind, integrating effortlessly with Wise’s currency exchange services.
• Free to use: The template is free, providing a cost-effective solution for businesses looking to streamline their quotation procedures.

6.2 Cons

• Basic design: Those seeking a more elaborate or professional-looking template may find the design too simplistic.
• Dependent on Wise platform: To fully utilize its potential, businesses need to use Wise’s platform, which may be a disadvantage for those not already using their services.
• Limited customization: The template offers limited customization, which may restrict users looking for more personalized design alternatives.

7. Refrens Quotation Templates Excel

Refrens provides a selection of Excel quotation templates that cater to various business needs. Its templates are designed to be straightforward, flexible, and suitable for a variety of business models.

The Refrens Quotation Templates for Excel are designed with simplicity and adaptability in mind. These templates offer a balanced blend of professional design and editable fields, making each template versatile for different business requirements. They are built to assist businesses in producing organized, clear, and concise quotes.

7.1 Pros

• Wide range of options: Refrens offers a wide range of template designs to choose from, catering to the diverse needs of various types of businesses.
• Free and user-friendly: Easy to download and use, these templates are free, providing a cost-effective solution for businesses on a budget.
• Professionally designed: Despite being free, the templates are designed in a professional manner, contributing to the overall perception of the business.
• Flexible and adaptable: The templates are customizable, allowing businesses the flexibility to tailor them according to their specific needs.

7.2 Cons

• Limited automation: Like many free templates, Refrens’ lack some automation features that could enhance productivity and reduce the time spent on generating quotes.
• Missing advanced features: Businesses may find that these templates lack certain advanced features found in premium or paid-for quotation templates.
• Somewhat generic designs: While the templates are professionally designed, their designs might be considered generic, offering limited differentiation for businesses.

8. QuotationTemplates Quote Templates For Excel

QuotationTemplates.net provides a variety of Excel quotation templates designed for businesses of all sizes and types. Their focus is on providing high-quality templates that are both functional and user-friendly.

The QuotationTemplates.net Quote Templates for Excel are built with utility and convenience in mind. They provide seamless, editable templates for organizations in need of a fast and efficient quotation procedure. With these templates, businesses can concentrate more on their details rather than formatting and construction of their quotes.

8.1 Pros

• Highly customizable: These quote templates are fully editable, allowing businesses to personalize their quotations according to their branding and client’s needs.
• Professional appearance: The templates have a professional layout, enhancing the overall presentation of the quotation.
• User-friendly: The templates are easy to understand and work with, reducing the learning curve and simplifying the quotation process.
• Free download: These templates are available for free download, making them a cost-effective solution for businesses.

8.2 Cons

• Less variety: Compared to other websites, QuotationTemplates.net may have fewer options available, potentially limiting the choices for businesses.
• Lack advanced features: The templates may not include advanced automation or calculation features that other premium templates might offer.
• Relatively basic designs: While functional, the designs of the templates may be too basic for businesses seeking more aesthetically pleasing quotation templates.

9. Microsoft Quotation Template

Coming directly from the makers of the Excel software, Microsoft offers a variety of quotation templates that utilize the full functionalities of their popular spreadsheet platform.

Microsoft’s own Quotation Templates for Excel are designed to fully leverage the power of Excel. They provide robust, polished, and professional options for businesses to create and present quotations. As they come directly from Microsoft, they are designed with optimal compatibility and performance in mind.

9.1 Pros

• Reliable templates: Being created by Microsoft ensures the reliability and optimization of these templates for use in Excel.
• Comprehensive utilization of Excel features: These templates leverage all of Excel’s functions, from simple operations to complex algorithms, making quotation preparation efficient and accurate.
• Wide range of template styles: Microsoft offers a large collection of templates, catering to a wide range of business needs.
• Developed for compatibility: As these templates are developed by the same company that created Excel, they ensure maximal compatibility and seamless functionality.

9.2 Cons

• Complex for new users: Because the templates utilize Microsoft Excel’s more complex functionalities, they may be challenging for inexperienced users.
• May require updated Excel versions: Some templates might require more recent versions of Excel to work properly, potentially excluding those with older versions.
• Limited design appeal: Some users might find Microsoft’s templates lacking in aesthetic appeal as they primarily focus on functionality.

10. Smartsheet Price Quote Templates

Smartsheet offers an array of price quote templates that merge the simplicity of spreadsheets with robust project management functionalities. They cater to businesses looking for more than just a traditional quotation template.

The Smartsheet Price Quote Templates are a blend of traditional excel sheets and modern project management tools. They are designed to facilitate detailed, customizable and efficient construction of a price quotation. The templates stand out with their unique ability to track the progress of a quote and collaborate with team members.

10.1 Pros

• Collaboration features: Smartsheet templates come with collaboration capabilities which allows team members to simultaneously work on a quote, enhancing operational efficiency.
• Trackable quote progress: With Smartsheet, businesses can monitor the progress of a quote, from draft to approval, making it easy to manage multiple quotations.
• Diverse categories: Smartsheet templates are subject specific, offering a myriad of themes and categories for different industries.
• Integration capabilities: These templates integrate well with popular business software, improving ease of use and optimizing workflow.

10.2 Cons

• Requires Smartsheet subscription: To fully utilize the features of these templates, a Smartsheet subscription is necessary, which can be a constraint for some businesses.
• Complex for beginners: Given the blend of project management and spreadsheet features, it has a steeper learning curve for beginners compared to conventional Excel templates.
• May be excessive for simple requirements: For businesses with simple needs, the advanced features offered by Smartsheet may be unnecessary, thus complicating the quotation process.

11. myBillBook Quotation Format In Excel

myBillBook provides Excel-based quotation templates that are tailored to the specific needs of small and mid-sized businesses, offering a blend of simplicity and functionality.

myBillBook Quotation Format in Excel is a platform that offers a variety of simple, yet effective quotation templates. These templates cater to businesses in need of a straightforward and efficient layout for their quotes, without compromising on professionalism or clarity.

11.1 Pros

• Simple and effective: myBillBook templates are designed with simplicity in mind, making them easy to use while maintaining a professional look.
• Inclusive of all necessary fields: All the important elements required in a quotation are incorporated into the template, ensuring that nothing vital is missed out.
• Free download: The templates offered by myBillBook are free to download and use, providing a cost-effective solution for businesses.
• Suited for small and mid-sized businesses: The templates are designed to meet the specific needs of small and mid-sized businesses, offering an ideal balance between simplicity and functionality.

11.2 Cons

• Basic features: The templates are fairly simple, so they may not have advanced features or automation capabilities that can make the quotation process smoother and more efficient.
• Limited customization: The design of the templates is fairly static, offering limited options for customization.
• Generic design: The design of templates is quite generic and may not cater to businesses in need of more unique or visually striking quotation formats.

12. Invoice Maker Quote Template Excel

Invoice Maker provides Excel quotation templates that merge easy-to-use features with a clean and professional layout. The templates are adaptable and designed to cater to businesses with varied needs and operations.

The Invoice Maker Quote Template for Excel offers a simple and streamlined method for generating quotes. The template is designed with practicality and efficiency in mind, while still maintaining an aura of professionalism suitable for a variety of industries. With this template, businesses can easily input, edit and present their quotations to clients.

12.1 Pros

• Easy-to-use: The quote template is user-friendly, making it effortless even for non-tech savvy individuals to generate quotes.
• Adaptable: The template is versatile and can be adjusted to cater to different business needs and operations.
• Professional layout: Despite its simplicity, the template has a professional design, making it suitable for almost any type of business.
• Free download: Businesses can access these templates for free, making it a cost-effective option.

12.2 Cons

• Limited design customizations: Invoice Maker’s templates offer limited design customization options, which may not be appealing to businesses looking for more personalization in their quotes.
• No advanced features: Unlike some other templates, the Invoice Maker template does not come with advanced features such as automatic calculations or integrations with other platforms.
• Generic design: The overall design of the templates may be perceived as too generic for businesses seeking a unique or standout quotation design.

13. Summary

This comparison designed to provide a comprehensive overview of different Excel quotation template sites has culminated in key insights that can guide businesses in their choice for the most appropriate tool.

13.1 Overall Comparison Table

Site	Features	Price	Customer Support
Vertex42 Quote Template	Itemized quotes, customizations	Free	Email support
Vyapar Quotation Format in Excel	Integration with Vyapar App, multiple languages	Requires Vyapar App subscription	FAQs, email support
Invoice Simple Free Quote Templates	Mobile app, minimalistic design	Free, with paid upgrades for more features	Email, online chat support
Spreadsheet123 Price Quote Template	Easy customization, formula-based calculations	Free	Community forum
Wise Quote Template In Excel	Simple, intended for international transactions	Free	Email, FAQ section
Refrens Quotation Templates Excel	Free, user-friendly	Free	Email, live chat support
QuotationTemplates Quote Templates For Excel	Highly customizable	Free	Online form, email support
Microsoft Quotation Template	Comprehensive utilization of Excel features	Free	Microsoft Support
Smartsheet Price Quote Templates	Collaboration features, trackable quote progress	Requires Smartsheet subscription	FAQ, community forum, email, phone support
myBillBook Quotation Format In Excel	Simple, effective, includes necessary fields	Free	Email support
Invoice Maker Quote Template Excel	Easy-to-use, adaptable	Free	Email support

13.2 Recommended Template Site Based on Various Needs

For Small Businesses: Invoice Simple Free Quote Templates provide an effective solution with free access and a mobile application for on-the-go quote creation.

For International Businesses: Wise Quote Template In Excel, developed with international transaction needs in mind, is an ideal choice.

For Businesses Seeking Collaboration: Smartsheet Price Quote Templates offer advanced collaboration features and progress tracking capabilities, optimizing team productivity.

For Microsoft Excel Users: Microsoft Quotation Template, being designed by Microsoft itself, ensures optimal performance and compatibility for Excel users.

14. Conclusion

Choosing the right Excel quotation template site is a vital part of streamlining your business processes and ensuring seamless communication with potential customers and stakeholders. Our comprehensive comparison of multiple sites aims to provide insights into their offerings and guide businesses to make an informed decision.

14.1 Final Thoughts and Takeaways for Choosing an Excel Quotation Template Site

Ultimately, the best site for you depends on your specific business needs and requirements. If you’re a small business or a startup, free quotation template sites with user-friendly interfaces – such as Invoice Simple Free Quote Templates or myBillBook Quotation Format In Excel – may be the best choice. For businesses that perform international operations, a specialized site like Wise Quote Template in Excel could provide the best solution.

If your organization heavily relies on team collaboration, choosing a site such as Smartsheet that offers advanced collaboration features may optimize your quotation process. And for those already heavily using Excel, the Microsoft Quotation Template ensures the most compatibility and seamless functionality.

In conclusion, the crucial aspect is to understand and evaluate your business needs, processes, and goals before settling for any tool. Use this guide as a reference point, and make an informed decision that would add value to your business practices and facilitate growth and efficiency.

Author Introduction:

Vera Chen is a data recovery expert in DataNumen, which provides a wide range of products, including a powerful utility to repair DWG files.