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4. Microsoft Excel Quotation Template Download Free Apps Downloads

GetApp has a large list of Quoting software that integrates with Microsoft Excel. Read reviews, buyer's guides, and product information to find the best fit. A quotation is marked as 'Converted' automatically whenever you click the 'Convert to Invoice' button. However it does not reflect whether you save the invoice. Here are our templates closely related to Free Excel Quote Template. C4126 Image and Picture on Invoice, Quote and Purchase Order 1; c2035 General Quote Template for Excel 2.

There are a few ways to get stock quotes into Excel. For example, there are commercial add-ins that can download historical stock quotes into Excel and provide tools for analyzing the information, creating charts, and providing oodles of technical analysis functions. As of this latest article update (5/8/2020), the simplest method I know of is to use the new Stock data type, and I've created a free template to get you started.

Stock Quotes and Portfolio Template

License: Personal Use (not for distribution or resale)

If you want refreshable Stock quotes directly within Excel, upgrading to Office 365 may be worth it. The new Stock data type makes it a piece of cake to get stock data into Excel. To see if your version of Excel works with this new feature, download the above template. If the table of stock quotes works, and can be refreshed via Data > Refresh All, you are good to go!

This template also contains a very basic stock portfolio worksheet that uses VLOOKUP to get the current price based on the stock symbol. Note the disclaimer (not for professional or stock trading purposes or advice).

Stock Quotes in Excel via Google Sheets

The GOOGLEFINANCE function in Google Sheets allows you to get delayed quotes for stocks and mutual funds. After creating a table for the symbols that you want, you can publish the sheet as a web page (via File > Publish to the Web). You can then import the data into Excel via a web query that uses the Google Sheet as the data source. To do this, follow the steps below:

Step 1: Start with a Google Sheets Template

We've created a Google Sheets template that uses the GOOGLEFINANCE function to display stock quotes. You can make a copy of that template and update it with your own list of stocks and mutual funds.

Step 2: Add Stocks and Mutual Funds

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To add a new stock symbol to the Google Sheet, type the symbol in column A, then copy the formulas from previous rows.

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Step 3: Publish as a Web Page

To connect your Google Sheet document with Excel, first publish your Google Sheet document to the web. In Google Sheets, go to File > Publish to the Web.

From the dropdown box, select the StockQuotes worksheet. Then click the 'Publish' button and copy the URL that is shown highlighted, like in the screenshot below.

This will make the worksheet viewable to anybody who ends up with the link to it. For security, you should only use the Google Sheet to list the stock quotes. Don't add other personal financial data to the published sheet.

Step 4: Import into Excel via a Web Query

Now you can use the URL of the published Google Sheet to import the data into Excel. Create a new Excel worksheet, then go to Data > Get External Data > From Web.

Paste the URL you copied from Google Sheets into the Address bar, then finish the wizard.

This will put your Google Sheet data directly into Excel:

To update the web query, go to Data > Refresh All.

With the data now in Excel, you can use VLOOKUP or INDEX/MATCH functions to reference the data in the web query. For example use a formula like =INDEX(D:D,MATCH('MSFT',B:B,0)) to get the Price for MSFT.

MSN Money Stock Quote Add-in

The old way to work with stock quotes in Excel was the free MSN Money Stock Quote Add-in for Excel versions 2002 and 2003 (and 2007). But, that add-in no longer works. The old MSN data source is no longer accessible (https://www.msn.com/en-us/money/quoteslookup). Instead, Excel uses the new Stock data types, like those included in my template above.

Historical Stock Quotes via Yahoo Finance

It is possible to create a web query to access historical stock quotes from Yahoo! Finance or some other site, but I have found this approach to be somewhat cumbersome. Perhaps a better way to do this is to download historical stock quote data into Excel from Yahoo Finance:

After you enter the symbol and click the Go button, choose the Time Period you want and then press the 'Download ' link at the top of the table. This will download the data within the entire date range as a .csv file rather than just the stock quote data shown on the page.

More Options

• Import data from external data sources at support.office.com
• Excel data types: Stocks and Geography at support.office.com.
• Stock Quotes in a Google Spreadsheet - at support.google.com - Google got it right. You can use the =GOOGLEFINANCE function to get stock quote data into your Google Spreadsheet directly from Google Finance. View an example template by Google here.
• Get Stock Quotes using Excel Macros - at chandoo.org - Describes a way to use VBA to get stock quote data from Yahoo Finance

A price quote describes the cost of products or work to be performed. Unlike a job estimate, which only estimates costs, a quote can be legally binding once a customer accepts it, at which point clients receive an invoice for the goods or services in the quote. Freelancers, construction contractors, and many others use quote forms. Download free quote templates for Microsoft Excel and Word, PDF, and Google Sheets for an efficient quotation process.

Generic Pricing Quote Templates

Sales Quote Template

This sales quote template allows you to clearly list products, item quantities, unit prices, and total costs. At the top of the template, you can add a quote number and customer ID for record keeping, as well as the date by which a customer has to accept it. Add your data, and the template will calculate costs including tax, shipping, and customer discounts. You can save this Excel quote template as a PDF and send it to clients via email.

Services Quote Template

Provide clients with a quote for services with this hourly price quote template. Sections are included to add a brief project overview or description of the work to be completed, as well as an itemized list of tasks. Enter the hours needed for completing each task, hourly rates, and any applicable taxes or other charges. Customize the template with a business logo and instructions or terms and conditions that the client needs to know.

Job Quote Template

Use this generic quote template for a range of jobs, listing hourly services, required materials, product sales, or other job-related costs. Include a project description so that clients have a summary of the work to be performed along with line items for specific expenses. The deadline for acceptance is clearly printed at the top, and customers can accept the quote by signing on the signature line. This is a Google Sheets template that you can share with clients via your Google Drive account or send via email.

Download Job Quote Template

Excel | Google Sheets

Price Quote Templates by Job

Construction Quote Template

Free Excel App Download

Designed for construction jobs, this Excel template includes sections for itemizing labor costs, materials, and other charges. Provide customers with a detailed quote that includes terms and conditions, work starting and ending dates, payment instructions, and more. Contractors can use this quote template for any type of residential or business construction project.

Landscape Quote Template

Landscaping companies can provide customers with a quote for services with this comprehensive form. The template includes sections for client information, work description, terms of service, and costs for labor and materials. Identify whether the quote is for a one-time landscaping job or repeat service, include work dates, and provide a total cost quotation for clients to accept.

Download Landscape Quote Template

Excel | Word | PDF

Painting Quote Template

Create a quote for a painting job that shows costs for work completed on exterior and interior spaces. This quote form shows itemized and total costs for painting labor and materials, the job location, billing address, deadline for quote acceptance, and contact information for the painting business. A signature line and room for comments, instructions, or terms are also included on the template.

Download Painting Quote Template

Excel | Word | PDF

Roofing Quote Template

This roofing quote template allows you to add details about the job to be completed, the type of roofing materials used, hourly rates for work, and unit costs for supplies. Providing customers with a thorough quote can help them understand the scope of a roofing project and inform their decision when comparing bids. Customize this quote form to include general terms and conditions along with whatever information is relevant for a particular job.

Download Roofing Quote Template

Excel | Word

Electrical Quote Template

Provide customers with a detailed quote that shows all elements of an electrical job, from materials (like wiring and light fixtures) to the labor required for installation and other services. Add a description of the job, hourly rates, payment terms, and additional costs. If more detail is required, expand the template to include separate rooms, buildings, or other spaces that are part of a larger electrical job.

Download Electrical Quote Template

Excel | Word

Cleaning Quote Template

Whether you’re providing residential or commercial cleaning services, create a professional quote template to help expand your business. This template offers a simple layout that’s easy to use, which saves you time and enables clients to get the information they need quickly. Include an itemized list of cleaning services and costs, details about the job location, terms and conditions, and the total price.

Download Cleaning Quote Template

Excel | Word | PDF

The Value of a Price Quote

There are a few benefits to providing customers with a sales quote for goods or a service quote for hourly work. Here are some of the ways that businesses can benefit from offering quotes:

• Legal Documentation: If a misunderstanding occurs while working with a client, especially one that could lead to a legal dispute, the price quote serves as proof of an agreement.
• Professional Image: Presentation matters when businesses are competing against each other for a bid. A professional quote is one element of helping customers feel confident about working with you.
• Standardized Process: Having a standard quote template that you can adjust slightly for specific clients helps save time and boost efficiency.
• Accurate Records: Having easy access to information about previous sales orders or projects can help you provide better customer service to ongoing clients. Keeping records is important not only for handling potential disputes, but also for building client relationships.

Price quotes provide clear communication to customers about pricing and the terms and conditions of an agreement.

What to Include on a Quote

If you’re creating quotes for potential clients or responding to a request for quote (RFQ), here are some important details to consider including:

• Expiration Date: Quotes are only valid for a limited period of time. Include an expiration date so that customers know the deadline for deciding whether to accept the quote and enter into a sales agreement.
• Quote and Customer ID Numbers: Use tracking numbers to keep records organized and easily accessible.
• Preparer: Including the name of the person who prepared the quote lets clients know who to contact if they have questions about information in the quote or how to complete the sale.
• Contact Information: A quote form typically includes contact info for both the customer and supplier.
• Shipping Details: If items will be shipped, you can choose to include the shipping method, delivery date, costs, and other details.
• List of Goods or Services: Provide a detailed list of goods or services along with prices for each item. For service quotes, this may include descriptions of each task to be completed, the number of hours needed, and the total cost based on an hourly rate.
• Net Price: Clearly list the net price including taxes, shipping fees, and other charges. Clients shouldn’t find out about any hidden costs later. The quote is designed to establish a final sale — as opposed to a job estimate, which may change. If you are offering incentives such as discounts to new clients, be sure to also subtract that amount from the total expenses.
• Terms and Conditions: In some cases you may only need to add payment terms. If you need to spell out other terms and conditions, include a section for those details.
• Customer Signature: Quotes often include a signature line for clients to formally acknowledge their acceptance.

Once a quote is accepted, you can turn it into an invoice by simply removing the expiration date, changing the quote number to an invoice number, switching the preparer to salesperson, and adjusting any other details so that the form can serve as a bill rather than a quote.

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Microsoft Excel Quotation Template Download Free Apps Downloads

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