Free template • Excel or Google Sheet • Quote Faster

Stop Building Quotes in Spreadsheets & PDFs. Start With a Free Quotation Template.

Download a professional quotation template in Excel or Google Sheets, see a sample quotation format, and learn how to generate quotes, invoices, and payments automatically with Quotable AI.

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Built for manufacturers, distributors, suppliers, freight forwarders, contractors, MSPs/VARs, and quotation-heavy B2B teams.
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Quotation

QT-2026-001
From Quotable AI Supplies Inc.
San Francisco, USA
sales@company.com
To ABC Construction Corp.
Los Angeles, USA
procurement@abc.com
Item Qty Unit Price Total
Lenovo ThinkPad E14 Gen 5 5 $300 $1,500
Docking Station 5 $100 $500
Onsite Setup 2 $100 $200
Subtotal$2,200
TAX$154
Total$2,354

What is a quotation template?

A quotation template is a document used to send pricing, quantities, and terms to a buyer before the order is confirmed. It is commonly used by distributors, suppliers, contractors, manufacturers, and procurement teams.

What it includes

  • Quote number and issue date
  • Customer details
  • Item descriptions
  • Quantity and pricing
  • Tax, shipping, and total
  • Terms and validity period

Who uses it

This is ideal for quotation-heavy B2B businesses that still prepare quotes manually in Excel, Word, PDFs, or Google Sheets.

Why it matters

A clean quotation format helps buyers review pricing faster, reduces back-and-forth, and gives your team a consistent commercial record before the quote turns into an order.

Download the free quotation template

Excel Template

Quotation Template Excel

Best for users who want a simple editable quotation file they can download and use immediately.

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Google Sheets

Quotation Template Google Sheets

An editable cloud-based quotation template your team can duplicate, update, and share online.

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Quotable AI

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Skip the manual work and create quotations online, track buyer status, and convert to invoices inside Quotable.

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How businesses usually use quotation templates

Templates are useful, but the workflow usually stays manual from start to finish.

1

Create the quote manually

Someone fills out the same fields again in Excel, Word, or Google Sheets every time pricing is requested.

2

Send it by email or chat

The file gets shared through email, WhatsApp, or messenger with multiple revisions and follow-ups.

3

Track replies manually

Teams keep checking whether the buyer approved, rejected, or asked for changes.

4

Recreate everything later

The same quote data gets copied again into a PO, invoice, delivery receipt, or payment record.

The problem with quotation templates

Manual templates are a good starting point, but growing businesses eventually need a connected system that reduces repetitive admin, errors, and follow-ups.

Manual data entry leads to pricing and quantity mistakes
Different versions get lost in email threads
No clear buyer approval or status tracking
No automatic conversion to invoice or PO
Collections and follow-ups stay manual
Your team keeps doing work software should handle

How Quotable automates this

Instead of downloading a template and starting from scratch each time, Quotable lets you generate quotes online, send them instantly, and move into the next document without repeating the work.

Quote → Approval → PO / Sales Order → Invoice → Payment

Stop using manual templates. Generate Quotes faster with Quotable AI.

Create professional quotations in minutes, send them online, track buyer status, and turn them into invoices and payments without doing the same work twice.

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Best for quotation-heavy B2B teams across manufacturing, logistics, distribution, construction, IT, and global trade.

The Quotable AI Advantage

Sellers using Quotable report up to 50% quote-to-order conversion, significantly above industry averages.

Built for Sellers Who Quote Every Day

From construction to wholesale to global trade, if quoting is core to your business, Quotable AI was built for you.

  • Auto-fill quotes using saved products, pricing, and customer details.
  • Stop rebuilding spreadsheets for every deal.
  • Create and send professional quotes in minutes, not hours.

What Our Customers Are Saying

Don't just take our word for it. Hear from those who have transformed their business with us.

We used to juggle 3,000 suppliers on spreadsheets. It caused errors, delays, and constant follow-ups. Switching to Quotable AI transformed our workflow overnight, everything is structured, fast, and automated. We now grow 25% on average every month without increasing overhead.

Sam B.
Chief Operating Officer

For us, the biggest value of Quotable's dual-stack platform was being able to scale to $1M ARR in under a year with just 1.5 FTEs in operations.

Pierre G.
Co-Founder & Managing Director

The biggest problem in procurement is transparency, and Quotable AI solved it for us. Before, I had no reliable way to know if my team was sourcing from the best suppliers or getting the most competitive quotes. That uncertainty leaves room for bias, favoritism, and even higher-priced awards. With Quotable, everything is transparent, every quote, every supplier, every decision.

Toby C.
CEO

Quotable made our quoting process 10x faster. We now send polished quotes in minutes and receive supplier quotes just as fast. On top of that, we qualified for supply chain financing through their partner lenders, something we couldn’t access before. Quotable has opened bigger deals for us.

Charlie F.
CEO

Our quoting process used to be fully manual and scattered across Viber, email, and Messenger, which wasn’t secure and wasted a lot of time. Supplier payments were manual as well. Quotable AI completely transformed this, everything is now digital, faster, and managed inside one unified system

Rene C.
CEO

The biggest problem in procurement is transparency, and Quotable AI solved it for us. Before, I had no reliable way to know if my team was sourcing from the best suppliers or getting the most competitive quotes. That uncertainty leaves room for bias, favoritism, and even higher-priced awards. With Quotable, everything is transparent, every quote, every supplier, every decision.

Toby C.
CEO

Quotable AI completely changed the game for us. We use to manage everything manually via spreadsheets and our team would make so many mistakes. After implementing Quotable AI, our margins are up 10% and my team is spending 60% less time on manual work.

Enrique H.
Marketing Director

We used to juggle 3,000 suppliers on spreadsheets. It caused errors, delays, and constant follow-ups. Switching to Quotable AI transformed our workflow overnight, everything is structured, fast, and automated. We now grow 25% on average every month without increasing overhead.

Sam B.
Chief Operating Officer

We used to juggle 3,000 suppliers on spreadsheets. It caused errors, delays, and constant follow-ups. Switching to Quotable AI transformed our workflow overnight, everything is structured, fast, and automated. We now grow 25% on average every month without increasing overhead.

Sam B.
Chief Operating Officer

We used to juggle 3,000 suppliers on spreadsheets. It caused errors, delays, and constant follow-ups. Switching to Quotable AI transformed our workflow overnight, everything is structured, fast, and automated. We now grow 25% on average every month without increasing overhead.

Sam B.
Chief Operating Officer

Our quoting process used to be fully manual and scattered across Viber, email, and Messenger, which wasn’t secure and wasted a lot of time. Supplier payments were manual as well. Quotable AI completely transformed this, everything is now digital, faster, and managed inside one unified system.

Rene C.
CEO

Quotable AI completely changed the game for us. We use to manage everything manually via spreadsheets and our team would make so many mistakes. After implementing Quotable AI, our margins are up 10% and my team is spending 60% less time on manual work.

Enrique H.
Marketing Director

We used to juggle 3,000 suppliers on spreadsheets. It caused errors, delays, and constant follow-ups. Switching to Quotable AI transformed our workflow overnight, everything is structured, fast, and automated. We now grow 25% on average every month without increasing overhead.

Sam B.
Chief Operating Officer

For us, the biggest value of Quotable's dual-stack platform was being able to scale to $1M ARR in under a year with just 1.5 FTEs in operations.

Pierre G.
Co-Founder & Managing Director

Our procurement used to be slow and fully manual. Vendor delays held projects back. Quotable AI centralized everything into one system and cut supplier response time by 60%.

Eumir S.
CEO

Quotable AI completely changed the game for us. We use to manage everything manually via spreadsheets and our team would make so many mistakes. After implementing Quotable AI, our margins are up 10% and my team is spending 60% less time on manual work.

Enrique H.
Marketing Director

We used to juggle 3,000 suppliers on spreadsheets. It caused errors, delays, and constant follow-ups. Switching to Quotable AI transformed our workflow overnight, everything is structured, fast, and automated. We now grow 25% on average every month without increasing overhead.

Sam B.
Chief Operating Officer

Quotable made our quoting process 10x faster. We now send polished quotes in minutes and receive supplier quotes just as fast. On top of that, we qualified for supply chain financing through their partner lenders, something we couldn’t access before. Quotable has opened bigger deals for us.

Charlie F.
CEO

Our procurement used to be slow and fully manual. Vendor delays held projects back. Quotable AI centralized everything into one system and cut supplier response time by 60%.

Eumir S.
CEO

The biggest problem in procurement is transparency, and Quotable AI solved it for us. Before, I had no reliable way to know if my team was sourcing from the best suppliers or getting the most competitive quotes. That uncertainty leaves room for bias, favoritism, and even higher-priced awards. With Quotable, everything is transparent, every quote, every supplier, every decision.

Toby C.
CEO

Our quoting process used to be fully manual and scattered across Viber, email, and Messenger, which wasn’t secure and wasted a lot of time. Supplier payments were manual as well. Quotable AI completely transformed this, everything is now digital, faster, and managed inside one unified system

Rene C.
CEO

Quotable made our quoting process 10x faster. We now send polished quotes in minutes and receive supplier quotes just as fast. On top of that, we qualified for supply chain financing through their partner lenders, something we couldn’t access before. Quotable has opened bigger deals for us.

Charlie F.
CEO

For us, the biggest value of Quotable's dual-stack platform was being able to scale to $1M ARR in under a year with just 1.5 FTEs in operations.

Pierre G.
Co-Founder & Managing Director

Frequently Asked Questions

All your questions answered below.

How can I quickly generate and send a quote with Quotable?
With Quotable, you can create a branded, professional quote in minutes. Add products or services from your catalog, apply your terms, and share instantly with buyers via a secure no-login link. No spreadsheets, no manual formatting.
Is Quotable a Marketplace?
Quotable AI is not a marketplace , it’s an AI-powered supply chain operating system that helps SMEs quote, procure, invoice, ship, and get paid faster in one system. Think of it as your own software + infrastructure layer for your supply chain. It digitizes documents (quotes, POs, invoices, delivery receipts), automates workflows with AI parsing, and embeds payments and financing.
How does AI improve accuracy in quoting and workflows?
Quotable’s AI parser extracts data from PDFs, emails, and spreadsheets with over 99% accuracy. This means no retyping, fewer errors, and quotes that are always up-to-date with your catalog, pricing, and terms.
Does Quotable integrate with my existing CRM tools?
Yes. Quotable syncs with popular CRMs and ERPs so your quotes, invoices, and POs stay aligned with your existing workflow.
Is it only for physical products?
No. Quotable works for products, services, or both. Whether you’re quoting IT equipment, construction labor, or distribution orders, Quotable adapts to your workflow.
Do my buyers or suppliers need to create an account?
No. With Quotable’s no-login workflows, your buyers and suppliers can receive, approve, or pay documents directly from a secure link. This makes adoption frictionless and builds trust.
Can I get paid directly through Quotable?
Yes. Quotable supports credit cards, bank transfers, BNPL, and wallets across 190+ countries. You can reconcile payments automatically against quotes, invoices, and orders.
How long does it take to get started?
Most SMEs are up and running the same day. Upload your products or services once, and you’ll be ready to send your first quote or PO in minutes. Don’t want to add products first? No problem, you can add products on the fly within the quotation itself.
Is Quotable secure and compliant?
Yes. Quotable is built with enterprise-grade security, full audit trails, and role-based access. Every document, approval, and payment is logged for compliance.
What industries use Quotable?
Quotable powers SMEs in Import/Export, construction, IT reselling, distribution, logistics, manufacturing, and business services, any business that quotes, procures, or invoices frequently.
What makes Quotable different from other quoting or procurement tools?
Unlike rigid systems, Quotable adapts to your workflow. Quote-first, invoice-first, or straight to purchase, the platform flexes around how your business already works. Plus, with no-login sharing and AI-powered parsing, it’s the fastest way for SMEs to digitize their supply chain.
Do you charge any set up fees?
No, we do not charge any set up fees.
Are there any payment fees if I accept digital payments from my buyers using Quotable AI?
Yes, there are payment fees for accepting digital payments, which vary depending on your subscription plan and payment type. In select countries, we've enabled surcharging, in this case the buyer will pay the credit card fee.
Are there third-party transaction fees if I bring my own payment provider?
Yes, third-party transaction fees apply if you bring your own third-party payment provider.
What makes Quotable AI different from other B2B platforms?
Most B2B platforms are built for big companies. Quotable AI is built for SMEs that need speed and flexibility. We automate the workflows you already use, quotes, POs, invoices, deliveries, and payments. Buyers don’t need accounts, AI handles the admin, and everything moves 10x faster with fewer mistakes. Powerful for finance, simple for sales, and priced for SMEs.
What if I only need quoting right now, not invoicing or full procurement features?
No problem. Quotable AI is modular. Start with quoting, then add procurement, invoicing, inventory management, or other features as you grow. You're never forced to use features you don't need, and you only pay for what you use. The platform grows with your business.
Can I invite my buyers to use the Quotable AI platform?
Yes! Your buyers get free access to their own branded portal where they can view quotes, track orders, approve invoices, and manage their account. It creates a better experience for everyone and reduces back-and-forth communication, making transactions faster and smoother.
What results do businesses typically see after switching to Quotable AI?
Customers see 50–90% faster quoting, fewer errors, quicker approvals and payments, a smoother buyer experience with no-login links, and more time spent selling instead of doing admin work.
Can you help us migrate from our current quoting system?
Yes! Our team can assist with data migration, workflow mapping, and system setup. We'll work with you to ensure a smooth transition with minimal disruption to your business. We understand switching systems is a big decision, so we're here to make it as easy as possible.
What kind of customer support do you offer to sellers?
We provide email support, live chat, video tutorials, and a comprehensive Help Center at help.getquotable.ai. For enterprise customers, we offer dedicated account managers and priority support. Our team is here to help you succeed, from day one and beyond.
Who owns the data I upload to Quotable AI?
You do. Your data is yours, always. You can export select data anytime, and you maintain full control over who has access within your organization.
Is my business data safe and secure with Quotable AI?
Yes. We use bank-level encryption, secure cloud infrastructure, and strict access controls to protect your data. Your information is stored securely and backed up regularly. We're also compliant with global data protection standards. Security isn't an afterthought, it's built into everything we do.
Can I customize quotes and invoices to match my brand?
Absolutely. You can add your logo, include your terms and conditions, and tailor document layouts to reflect your brand identity. Every quote and invoice you send looks professional and uniquely yours, strengthening your brand with every transaction.
What is Quotable AI and how does it work?
Quotable AI is a modern, AI-powered B2B platform that simplifies quoting, procurement, payments, and sales across your entire supply chain. Replace manual workflows, spreadsheets, PDFs, and emails, with a smart, AI-powered operating system built for the way you buy and sell.
Who can benefit from using Quotable AI?
Quotable AI serves businesses across all industries, from SMEs to enterprise teams, who need a reliable system for B2B transactions. If you manage high-volume quoting, handle complex product catalogs, or spend significant time on procurement and price comparisons, Quotable AI will transform how you work.
Is Quotable a Marketplace?
Quotable AI is not a marketplace, there’s ZERO commissions. It’s an AI supply chain operating system that helps SMEs quote, procure, invoice, ship, and get paid faster in one system. Think of it as your own software + infrastructure layer for your supply chain.
Why should I switch from my current system to Quotable AI?
Most B2B transactions still run on manual: Word files, spreadsheets, WhatsApp, emails, and phone calls. This creates manual errors, missed orders, delayed payments, and frustrated teams. Quotable AI solves this with flexible workflows that adapt to your business, not the other way around. We provide clarity over complexity, speed with control, and modular design that fits your existing processes.
How much does Quotable AI cost for sellers?
We offer flexible pricing plans designed for growing businesses. You can start with a free account to explore the platform, then upgrade as your needs grow. Our paid plans include transparent, scalable pricing that grows with you, no hidden fees, no surprises. Visit our pricing page or contact our sales team for a customized quote based on your business size and needs.
Is there a free trial? Can I test Quotable AI before committing?
Yes! You can create a free account right now and explore core features like quote creation, product catalogs, and buyer portals. When you're ready to scale, our team will help you choose the right plan that fits your business.
What happens if I need to cancel or downgrade my plan?
You're in control. You can adjust your plan anytime, upgrade, downgrade, or cancel without penalties. We believe in earning your business every month, not locking you in. Your data remains accessible, and you can export it anytime.
Does Quotable AI integrate with my accounting software or ERP?
Yes. Quotable AI connects seamlessly with popular systems like QuickBooks, Xero, MYOB, SAP, and more. Our platform is designed to fit into your existing tech stack, not replace it. During onboarding, we'll help you configure integrations so data flows automatically between systems, eliminating double entry and reducing errors.
How long does implementation take for my business?
Most teams are up and running within 1–2 weeks. You can start using Quotable AI the same day via our self onboarding features. Our self-onboarding process includes optional setup support, team training upon request. You don't need technical expertise, we handle the heavy lifting so you can focus on selling.
What if my team isn't tech-savvy? Is Quotable AI easy to use?
Quotable AI is built for all ages, intuitive, visual, and easy to learn. If your team can send an email or use a spreadsheet, they can use Quotable. Plus, we provide step-by-step training, video tutorials, and live support during onboarding. Our platform is designed for real people, not just technical experts.
Does Quotable AI work for my specific industry?
Yes. We're designed to be industry-agnostic, with customers in import/export, construction, manufacturing, wholesale distribution, IT resellers, professional services, and more. Our flexible workflows adapt to your specific needs, whether you sell physical goods, services, or both. The platform works the way your business works.
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