Quotation format: free downloads in Word and Excel
A quotation format with every field that matters — GST, images, terms — free in Word and Excel, sample and blank included. No forms, just the files.
The files, first
Every download on this page is free and ungated — no email, no sign-up.
Each file holds two versions: a filled sample showing a realistic trade quotation, and a clean blank ready for your letterhead.
Take them; the rest of the page explains what makes a quotation format work, for whoever wants the reasoning.
What a quotation format must contain
A letterhead area — your name, address, GST number, contact- A quotation number and date — because "the quote I sent you" is not a reference
- The customer block — name, site or delivery address, contact
- The line items — description in plain words, an image column where the trade sells by looks, quantity, unit, rate, amount
- The totals — subtotal, GST shown separately at the correct rate, grand total in figures and words
- The terms — validity date, payment terms, delivery expectation, and what the rate excludes
- The signature area — which turns a price list into an offer
The two fields most formats miss are the image column and the validity date — the first sells, the second protects.
Quotation format in Word
The Word version suits letter-style quotations and jobs where the document travels as a page: the layout holds, the letterhead prints true, and the totals are typed.
Best for shorter quotations where presentation outranks arithmetic.
Quotation format in Excel
The Excel version calculates: quantities multiply rates, GST computes at the rate you set, and totals stand correct through every revision.
Best for line-heavy quotations and anyone quoting more than occasionally.
A designed version in Canva
For showrooms that want the quotation to look as considered as the products, the Canva version carries the same fields in a designed layout you can brand in minutes.
Quotation template or quotation format — the same file
Some search for a quotation template, some for a quote format; the files above answer both.
A template is a format with the thinking already done — and both words mean the same download here.
A format for your trade, built free
The trade versions — interior, electrical, furniture, tile and more — have their own pages with fields adjusted to each trade. Need one we have not built?
Tell us your trade and it comes to your email and WhatsApp, free.
Where the format runs out
A format makes one good quotation.
It does not make forty a week — not with images without an hour of work each, not with revisions that keep their history, and never with a record of who was sent what and who went quiet.
That limit is not a flaw in the file; it is the edge of what files do. The other side of that edge:
Take the files above either way — and see the automatic version at a demo.
Ask for a demo