Create an Excel Quote Template with Formulas

This page targets the quote template excel search—follow the steps below to build a clean excel quote template with automatic subtotals and totals.

Suggested Columns

• • A: Item
• • B: Description
• • C: Qty
• • D: Unit Price
• • E: Line Total

Formulas

• • E2 formula: =C2*D2 then fill down
• • Subtotal (E column): =SUM(E2:E100)
• • Tax cell: =ROUND(SubtotalCell*TaxRateCell,2)
• • Total cell: =SubtotalCell+TaxCell

Tips

• • Use Data Validation for tax rate and currency formatting
• • Freeze header row and use alternating row colors for readability
• • Protect formula cells to avoid accidental edits

Related Formats

Prefer Google Sheets? Try the Google Sheets quote template. Need a printable? Visit the PDF quote template.