Free quotation format

Quotation Format

Quotation Format in Excel for Indian business teams

Use this quotation format when you need a clear Excel quotation register with customer details, line values, GST/tax notes, validity and conversion status before sending a final quote.

Download free XLSXBrowse formats

No login required. XLSX download includes a WorkbookWise About sheet.

Workbook screenshot

Quotation Format

12 columns in the XLSX download.

Free XLSX
Quotation NoQuotation DateCustomerItem / ServiceQtyRateTax Rate
QT-10101/10/2026Aarav TradersAnnual maintenance service21250018%
QT-10203/10/2026City FoodsKitchen equipment repair11850018%
QT-10305/10/2026Metro StoresPOS setup and training13200018%
Screenshot-style preview of sample rows. 5 more columns are listed below.

Best for

  • Quote registers before sending final documents
  • Service providers tracking customer quotes
  • Teams reviewing quote validity and conversion status

India notes

  • Use Indian date, amount and party naming consistently so the workbook can be reviewed by owners, accountants or staff without guessing.
  • Keep GST, TDS, salary, fee, rent or compliance assumptions in separate columns when they apply instead of burying them in remarks.
  • Remove sample rows and check sensitive customer, employee, student, tenant or patient information before sharing the workbook.

Workbook columns

A clean structure before formulas or workflow.

These fields are visible in the free download and in the page HTML so users, Google and answer engines can inspect what the format contains.

Quotation NoQT-101
Quotation Date01/10/2026
CustomerAarav Traders
Item / ServiceAnnual maintenance service
Qty2
Rate12500
Tax Rate18%
Quote Total29500
Valid Until15/10/2026
StatusSent
ConvertedNo
Terms / Remarks50% advance

Ready to use this workbook structure?

Download the XLSX now, then return to the notes below only if you need review guidance.

Download free XLSX

What the quotation format in Excel is for

This quotation format is for service providers, traders and agencies that prepare quotes in Excel before sharing a final PDF or email. It is a quotation register and calculation worksheet, not a finished branded quotation document. Use it to track quote numbers, customers, items, rates, tax, validity dates and whether a quote converted to an order. The page is meant for users who search for a usable format, not a generic article. That is why the preview, columns, sample rows and download button are visible before the longer guidance. The downloaded workbook is intentionally simple: it gives a clean structure that can be opened, inspected and adapted in Excel before moving into custom generation, forms, apps or document output.

  • Quote registers before sending final documents
  • Service providers tracking customer quotes
  • Teams reviewing quote validity and conversion status

Columns included in the free workbook

The free XLSX includes these practical columns: Quotation No, Quotation Date, Customer, Item / Service, Qty, Rate, Tax Rate, Quote Total, Valid Until, Status, Converted, Terms / Remarks. The columns are separated so users can filter, sort, add formulas and review the workbook with an accountant, owner or operations lead. Avoid putting multiple business facts into one notes column; clear columns make the file easier to import into WorkbookWise later if the team wants Use My Data, Apps, Forms or Rows to Documents.

  • Quotation No: example value QT-101
  • Quotation Date: example value 01/10/2026
  • Customer: example value Aarav Traders
  • Item / Service: example value Annual maintenance service
  • Qty: example value 2
  • Rate: example value 12500

India-specific notes before using the format

Use Indian date, amount and party naming consistently so the workbook can be reviewed by owners, accountants or staff without guessing. Keep GST, TDS, salary, fee, rent or compliance assumptions in separate columns when they apply instead of burying them in remarks. Remove sample rows and check sensitive customer, employee, student, tenant or patient information before sharing the workbook. WorkbookWise keeps these notes on the landing page because Indian business Excel files often become operating records, not just rough drafts. A free format is useful when it makes the daily workflow cleaner, but tax, payroll, rent, school, stock and customer records may still need human review before they are treated as final business evidence.

  • Use Indian date, amount and party naming consistently so the workbook can be reviewed by owners, accountants or staff without guessing.
  • Keep GST, TDS, salary, fee, rent or compliance assumptions in separate columns when they apply instead of burying them in remarks.
  • Remove sample rows and check sensitive customer, employee, student, tenant or patient information before sharing the workbook.

How to use the download

Keep quotation header details and line values separate. Use quotation number, quotation date, customer, item description, quantity, rate, tax and validity columns so each quote can be filtered, followed up and converted later. Download the workbook, keep the sample rows until the structure is clear, then replace them with real rows. Add only the extra columns your team will actually maintain. If an old Excel or CSV file already exists, clean the headers first and then copy rows into this format so formulas, filters and future imports have predictable column names.

  • Open the XLSX in Excel and inspect the sample rows.
  • Replace sample rows with real business data after checking column meaning.
  • Keep one business record per row so filters and summaries work.
  • Use WorkbookWise paid workflows later only when the free format is no longer enough.

Review before sharing or filing

Confirm GST/tax treatment, payment terms, validity wording and customer details before sending a final quotation document. If you need a printable branded quotation, use this workbook as the source rows and prepare the final document separately. The workbook includes WorkbookWise source details and a UTM-marked page link in the About sheet so teams can trace where the file came from. Before sharing, remove sample rows, check personal or customer information, confirm formulas you add yourself, and keep a dated copy of the final version if it supports payroll, GST, stock, rent or collection decisions.

  • Remove sample rows before sending to staff, clients or accountants.
  • Check sensitive personal, salary, tenant, student or customer data.
  • Confirm any formulas or compliance assumptions added after download.

FAQ

Questions before downloading.

Is this quotation format in Excel free?

Yes. The XLSX file can be downloaded without login and includes a WorkbookWise About sheet with the source page link.

Who should use this quotation format in Excel?

It is designed for service providers, traders and agencies that need a practical Excel structure for quotation numbers, customer details, line values and validity tracking.

Can I open the file in Google Sheets?

The download is an Excel XLSX file. Basic rows and columns usually open in Google Sheets, but Excel remains the primary supported format.

Does this replace accountant or compliance review?

No. It is an editable workbook starting point. Review tax, payroll, legal, medical, school, rent or business assumptions with the right person before final use.

Can WorkbookWise turn this into an app or document flow later?

Yes. Once the columns are useful, the same row structure can support custom workbooks, Apps, Forms, Share Data or Rows to Documents workflows.

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Download the free Excel format.

Start with the XLSX file, then use WorkbookWise custom workflows only when this simple format is no longer enough.

Download free XLSX