See the link below for access to the Free Quote Template. Also from the XLAutomation team is "Quote Generator". This product provides an automated way to create and manage all your Quotes in one central place. It still uses a Quote Template approach but extends it by using Excel Macros to automate and enhance the work needed to create a Quote for your Customers.
The Free Quote Template provides a simple and effective method to generate quotations for your customers. It can be customised to your business including company logo and information. This free template is a sample of what can be acheived using Excel. To access the Free Quote Template click on the link below.
Step Up with - Quote Generator
Quote Generator is the answer to your Quote Administration needs. It provides a simple and effective tool to create, manage and track quotations for your customers. The system allows for the storage of Customer details, Product descriptions and costs. Quick lookup functionality enables you to simply and efficiently select a Customer and add Products to complete the Quote.
Quote Generator is an Excel Quote Template application that allows integration of your Customer and Product information into a single system, from there it is a simple process to create and then track each customer quotation.
Some of the Key Features that Quote Generator provides
Customer details stored in the Quote Generator allow for quick and easy reference and reporting
All your Products can be listed within Quote Generator for specific prices and rates
Customer and Product details can be copied directly into the Quote Generator worksheets from other systems. This reduces the time required to initially setup and maintain the information stored within Quote Generator
Quick lookup functionality enables fast and efficient selection of Customer and Product details for inclusion to a Quote
Save Quotes in Excel or PDF format for future reference and Track the status of those Quotes
Email Quotes directly to Customers from Quote Generator
Reporting on Quote Status and Customers
Customise the standard Quote Template to include your own Company Logo and Tag Line
System Help provides step by step instructions for each of the key features for Quote Generator
