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Microsoft Excel · .xlsx

Quotation Format in Excel: Free Templates with Formulas

Excel quotation templates that do the math: line amounts, subtotal, discount, tax and deposit calculate as you type. They also work in Google Sheets.

4.8/5 on G2 · Our quotation generator is used by 50,000+ people · Updated September 2026

What is a quotation format in Excel?

A quotation format in Excel is a spreadsheet quote with the layout and formulas built in, so line totals, discount, tax and the grand total calculate automatically.

Excel is the best choice for quotes with long price lists, quantity-based pricing or tax to split. You type in the yellow cells and the formulas do the rest. The construction template totals each cost category, the service template works out the deposit, and the GST formats switch between CGST + SGST and IGST.

  • Formulas calculate line amounts, discount, tax and totals
  • Yellow cells are inputs; grey cells calculate on their own
  • Works in Excel, Google Sheets, Numbers and LibreOffice
  • Includes GST formats for India
  • Free for commercial use, no email required

Download a Quotation Format in Excel

Every template below is an .xlsx file with working formulas. Prefer free-form wording? Get the same designs as a quotation format in Word.

Blank standard quotation template with business details, client details, itemized price table, subtotal, discount, tax, total and acceptance line

Standard Quotation Template

Any business quoting products or services. The simple quotation format most clients expect.

  • Quotation number, date and validity
  • Itemized table with qty and unit price
  • Discount, tax and total
  • Acceptance and signature line
Construction job quote template with category, description, quantity, unit cost and amount columns and totals for labor, materials, equipment and permits

Construction Quotation Template

Contractors and trades quoting a job: renovation, plumbing, electrical, landscaping.

  • Site address, start date and duration
  • Labor, materials, equipment and permits
  • Automatic subtotal per category (Excel)
  • Change order and price validity terms
GST quotation format for India with GSTIN, HSN/SAC code, taxable value, GST rate, CGST, SGST, IGST and grand total in INR

GST Quotation Format (India)

GST-registered businesses in India quoting to other businesses or consumers.

  • Your GSTIN, state and state code
  • HSN/SAC code per line item
  • CGST + SGST or IGST, switched automatically (Excel)
  • Amount in words and bank details

How to Make a Quotation in Excel

1

Open and save a copy

Download the .xlsx and save a copy named after the quote.

2

Fill in the yellow cells

Your details, the client, quotation number, date, validity and currency.

3

Add line items

Description, quantity and unit price on each row; the amount appears automatically.

4

Set discount and tax

Type the percentages; tax is calculated after the discount.

5

Add terms

Payment, validity and delivery terms in the notes rows. Copy ready-made terms.

6

Export to PDF and send

Save as PDF and email it with a quotation email.

The Formulas Inside the Excel Quotation Formats

CellWhat it doesExample formula
Line amountQuantity x unit price, blank if empty=IF(OR(C14="",E14=""),"",C14*E14)
SubtotalAdds every line amount=SUM(F14:F28)
TaxTax % applied after the discount=(F30-F32)*F33
Deposit (service)Total x deposit %=F33*F34
Category total (construction)Adds lines in one category=SUMIF($A$15:$A$34,"Labor",$F$15:$F$34)
IGST (GST India)Full GST rate when inter-state=IF($J$5="Inter-state",F14*G14,0)

Tips for Quotations in Excel

  • Protect the formula cells with Review > Protect Sheet after unlocking the yellow inputs.
  • Keep a quote log sheet with number, client, amount, validity and status (sent, accepted, expired).
  • Use the GST formats for India; they handle HSN/SAC and the tax split.
  • Google Sheets users: upload the .xlsx and Open with > Google Sheets.
  • Want a share link, WhatsApp sending and one-click conversion to invoice? Try the free quotation generator.

Quotation Format in Excel FAQs

How do I make a quotation in Excel?

Download an Excel quotation format, fill in the yellow cells, add your line items and tax, then export it as a PDF to send.

Is there a GST quotation format in Excel?

Yes. Two GST formats are included, one with an HSN summary. See the GST quotation format page for details.

Does the Excel quotation calculate tax automatically?

Yes. Enter the tax rate and it is applied after any discount.

Can I use these Excel quotation formats in Google Sheets?

Yes. Upload the .xlsx to Google Drive and open it with Google Sheets; the formulas keep working.

Are these Excel quotation formats free?

Yes. Free for business use, no signup and no watermark.