Quotation Format in Excel & Word (Free Business Quotation Templates)

A quotation format is an essential business document used to present a detailed cost estimate to clients before confirming a sale or service. Whether you’re a freelancer, small business owner, or large enterprise, using a professional business quotation helps communicate pricing clearly and builds client confidence.

Looking for a ready-made quotation format in Excel or Word? We’ve got you covered! Scroll down to download free, customizable templates suited for a variety of industries and use cases.

Download Free Business Quotation Format in Excel & Word

Excel Word PDF

Create Your First Customize Quotation Format Template With CaptainBiz

Why You Need a Business Quotation Format

A standardized quotation format ensures clarity and efficiency in client communication. Here’s why it’s important:

- - Clarity: Breaks down services, products, prices, and quantities in detail
  - Professionalism: Presents your business in a polished, reliable manner
  - Time-saving: Easy to reuse and adapt for multiple clients
  - Customization: Works well for any industry using Excel quotation format or Word

Templates from CaptainBiz make creating and sending professional business quotations easy and hassle-free.

What to Include in Your Quotation Format (Excel or Word)

To create a comprehensive and professional quotation sample for business, include the following:

1. Company and Client Details

Add business names, contact details, and addresses of both sender and recipient.

2. Quotation Number & Date

Each Excel quotation format should include a unique quotation ID and the issue date for reference.

3. Detailed Product or Service Breakdown

Mention:

- - Product/Service Description
  - Quantity
  - Unit Price
  - Total Price

This section is easy to manage in Excel using built-in formulas.

4. Cost Summary

Include:

- - Subtotal
  - Taxes (GST/VAT)
  - Grand Total

Let clients see a clear cost breakdown.

5. Terms of Payment & Validity

Define:

- - Validity period (e.g., 15–30 days)
  - Payment schedule (advance, milestone-based, COD)
  - Delivery timeline

6. Additional Notes or Offers

Mention any:

- - Bulk discounts
  - Delivery charges
  - Conditions or warranty terms

Quotation Format in Word – Why It’s Useful

Creating your quotation format in Word ensures:

- - Easy edits and personalization
  - Compatibility across devices
  - Print and email-friendly formatting
  - Reusability with simple updates

💡 Pro Tip: Save your Word quotation as a PDF before sharing to avoid accidental changes.

Why Use a Quotation Format in Excel?

A quotation format in Excel offers several practical benefits:

- - Built-in formulas for tax & total cost calculations
  - Easy duplication for new quotations
  - Editable columns for product/service changes
  - Compatibility with most accounting software

💡 Tip: Save your Excel file as PDF before sending it to prevent edits and ensure professional delivery.

Download Free Excel & Word Quotation Templates

Need a reliable quotation sample for business? CaptainBiz offers pre-designed templates in both Word and Excel quotation formats — perfect for sales teams, service providers, freelancers, and small businesses.

Download a Free Quotation Format in Excel & Word Today

Choose from editable templates offered by CaptainBiz and simplify your quotation, billing, and documentation processes — all while staying professional.