Price Sheet Quotation Template
Generate professional quotes with linked price lists and customer database using VLOOKUP formulas.
This template streamlines quotation creation by connecting a price list, customer database, and quotation sheet. Sales teams can quickly build accurate quotes by referencing standardized pricing and auto-populating customer details, eliminating manual entry errors and ensuring consistency.
Perfect for service providers, manufacturers, and B2B sellers who need to deliver professional estimates fast. The VLOOKUP formulas automatically pull unit prices and recipient information, reducing preparation time and maintaining pricing accuracy across all quotes.
What's inside
- Linked price list with unit costs
- Customer database with auto-lookup
- VLOOKUP formulas for automatic data population
- Professional quotation format
- Multi-recipient support
- Pricing consistency across quotes
Download this template
.xlsx · 3 sheets
$9/monthDownload up to 10 templates a month from a library of thousands. Cancel anytime.
- 10 downloads every month
- Cancel anytime
- 14-day refund
More in Invoicing & Billing
Invoicing & BillingAccount Payable V12
Track purchase orders, supplier payments, and aging analysis with automated reconciliation.
- PO log with issue dates and supplier tracking
- Payment terms configuration with flexible day calculations
- AP aging chart showing not-due vs. overdue amounts
Invoicing & BillingAccount Receivable V12
Track invoices, customers, and payment aging to manage outstanding receivables efficiently.
- Invoice log with date and amount tracking
- Payment terms configuration by customer
- Automatic AR aging calculation by due date
Invoicing & BillingAccount Statement Template
Professional account statement with configurable company details and conditional formatting for billing.
- Centralized settings sheet for company details
- Conditional display of company information
- Pre-formatted statement layout
Invoicing & BillingAccount Statement with Customer Details
A comprehensive account statement template that displays customer information and financial transactions with dynamic lookup capabilities.
- Dynamic customer lookup using XLOOKUP
- Customer details tracking (ID, contact, email, address)
- Professional header formatting