Create Your Perfect Quotation Template in Google Sheets

Creating a Quotation Template in Google Sheets

To create a quotation template in Google Sheets, start by opening a new spreadsheet. Set up the first row with headers that include key information such as item description, quantity, unit price, and total price. This structure allows for easy data entry and calculation. Use formulas to automatically calculate totals based on the quantity and unit price, ensuring accuracy in your quotations.

Customizing Your Quotation Template

Customization is vital for making your quotation template align with your business branding. You can add your company logo at the top, adjust font styles, and choose colors that reflect your brand identity. Consider including fields for customer information, terms and conditions, and payment details to provide comprehensive quotations. This personalized touch enhances professionalism and clarity.

Using Formulas for Automatic Calculations

Incorporating formulas in your quotation template streamlines the calculation process. For example, use the formula =B2*C2 to calculate the total price for each item, where B2 is the quantity and C2 is the unit price. Additionally, sum up all total prices using =SUM(D2:D10) to get the overall quotation amount. This reduces the chance of errors and saves time.

Sharing Your Quotation Template Securely

Once your quotation template is ready, sharing it securely is essential. Google Sheets allows you to share your document with specific individuals or teams while controlling their access levels. You can choose to allow others to view, comment, or edit the document, ensuring that sensitive information remains protected. This feature facilitates collaboration while maintaining document integrity.

Exporting Your Quotation for eSigning

After finalizing the quotation, exporting it for eSigning is a straightforward process. You can download your Google Sheets document as a PDF, which is a widely accepted format for signatures. This ensures that your quotation maintains its formatting and is easy to review. Once exported, you can use airSlate SignNow to send the document for eSignature, enhancing the efficiency of your workflow.

Maintaining Version Control

Keeping track of changes made to your quotation template is crucial for maintaining accuracy and accountability. Google Sheets automatically saves versions of your document, allowing you to review and revert to previous versions if necessary. This feature is particularly useful for tracking updates or corrections made over time, ensuring that you always have access to the most current information.