Proposal & Quote Calculator — Excel Template
Stop manually building quotes from scratch every time.
Most service businesses waste hours creating custom quotes for every client — copying rates, calculating totals, adjusting taxes. This done-for-you Excel Quote Calculator eliminates that completely. Just enter your service rates once, then build client quotes in under 60 seconds.
What's Inside:
✅ Business Setup Sheet — Enter your business info, tax rate, and payment terms once. Auto-populates every quote.
📋 Service Rate Card — 12 pre-loaded services with rates. Add, edit, or customize as needed.
🧮 Quote Builder — Client name, service selection, quantities, auto-calculated totals, tax, discount, and grand total.
💰 Automatic Calculations — Subtotal, tax, discount amount, deposit due, and balance due all calculated instantly.
🖨️ Professional Print View — One-page client-ready quote. Screenshot it or export to PDF and send directly.
📘 Step-by-Step Instructions — Clear guide for first-time users.
Who Is This For:
→ Freelancers (designers, writers, developers, consultants)
→ Creative and digital agencies sending multiple quotes weekly
→ Service-based businesses scaling their operations
→ Anyone tired of manually calculating quote totals
How It Works:
- Download the Excel file
- Fill in your business details in the Setup sheet (one-time)
- Review or customize your Service Rate Card
- Enter client info and select services in Quote Builder
- All totals calculate automatically
- Open Print View, screenshot or PDF, and send to client
What You Get:
→ 1 fully built Excel file (.xlsx)
→ Works on Microsoft Excel (Windows & Mac)
→ Compatible with Excel 2016, 2019, 2021, and Microsoft 365
→ One-time purchase — yours forever
→ Instant download after payment
Built by a data and dashboard specialist with real experience creating financial and business management tools.
Questions? Contact: [email protected]