How to Create a Quotation Template in Google Sheets: An Easy-to-Follow Guide

Hey there! Creating a quotation template in Google Sheets is super easy, and I’m here to guide you through the process step-by-step. Let’s dive right in!

Step 1: Open Google Sheets and Start a New Spreadsheet

First, open Google Sheets and create a new blank spreadsheet. This will be your workspace for the quotation template.

Step 2: Set Up Your Header

Your quotation needs a professional-looking header. Here’s what to include:

• Company Name: At the top, in a large, bold font.

• Contact Information: Add your address, phone number, email, and website beneath your company name.

• Quotation Title: Something like “Quotation” or “Quote” in bold, perhaps in a slightly larger font than your contact details.

Step 3: Add Client Information Section

Next, you’ll need a section for client details:

• Client Name: Leave a blank space or a field where you can easily type in the client’s name.

• Client Address: Same as above, with a few lines for the address.

• Date: Include a date field for when the quote is issued.

Step 4: Create a Table for Quotation Details

This is the heart of your quotation:

• Column Headers: Create headers like Item, Description, Quantity, Unit Price, and Total. Make these bold to stand out.

• Rows for Items: Add a few rows beneath these headers where you’ll list the items or services being quoted.

Step 5: Add Formulas for Calculations

To make your life easier, let’s add some formulas:

• Total Column: In the Total column, you’ll want to multiply Quantity by Unit Price. Click on the first cell under Total, type =C2*D2 (assuming Quantity is in column C and Unit Price in column D), and press Enter. Drag the fill handle down to apply this formula to other rows.

• Subtotal: Below your items, add a row for Subtotal. Use the SUM function to add up all the totals: =SUM(E2:E10) (adjust the range as needed).

• Tax: If you charge tax, add a row for it. You can calculate it by multiplying the Subtotal by your tax rate, e.g., =E11*0.1 for a 10% tax.

• Grand Total: Finally, add a row for the Grand Total. This will be the Subtotal plus Tax: =E11+E12.

Step 6: Formatting Your Template

Make your template look professional:

• Borders and Shading: Add borders to your table for clarity. Use shading to highlight headers and totals. You can do this by selecting the cells, then using the border and fill color tools from the toolbar.

• Fonts and Alignment: Choose a clean, readable font. Align your text to make everything look neat and organized.

Step 7: Save Your Template

Once you’re happy with your design, save it as a template:

• Go to File > Make a copy.

• Name your template and save it in a place where you can easily find it.

Step 8: Test Your Template

Try filling in the fields to make sure everything works as expected. Check that the formulas calculate correctly and that the layout remains tidy.

And there you have it! You’ve created a professional quotation template in Google Sheets. This template will save you tons of time and ensure your quotes are consistent and accurate every time. Happy quoting!