itemized quote template

Itemized Quote Template

Enhance your quoting process with Coefficient's Itemized Quote Template for Excel and Google Sheets.

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Are inaccuracies in your quotes leading to lost time and clients? Coefficient’s Itemized Quote Template enhances precision and professionalism within your business, simplifying the quoting process with ease.

Advantages of Using the Itemized Quote Template

  • Streamlined Quoting Process: Automate and simplify the creation of detailed quotes, reducing the time from hours to minutes.
  • Enhanced Accuracy: Minimize errors with automatic calculations for totals, taxes, and discounts, ensuring accurate quotes every time.
  • Improved Tracking: Easily track the status of multiple quotes, enhancing follow-ups and conversions.

Main Features of the Itemized Quote Template

  • Customizable Fields: Tailor the template with your business logo, contact details, and specific project descriptions for a personalized touch.
  • Automatic Calculations: Save time with features that automatically calculate subtotals, taxes, and total costs, reducing manual input errors.
  • Easy Sharing: Convert your quotes to PDFs for easy emailing or print them out for in-person presentations, accommodating various client preferences.

Tutorial: Using the Itemized Quote Template 

  • Start with Company Details: Fill in your business name, contact information, quote number, and date.
  • Add Client Information: Include the client’s name and address for a personalized touch.
  • List Services or Products: Provide an itemized breakdown of services or products, quantities, and unit prices.
  • Include Additional Costs: Add any applicable taxes, shipping fees, or discounts to ensure the quote is comprehensive.
  • Finalize and Share: Review the quote for accuracy, convert it to a PDF for a professional look, and share it with your client via email or print.

Elevate your business’s quoting process today. Download Coefficient’s Itemized Quote Template and experience the difference in speed, precision, and professionalism.