When customers want to purchase goods or canvass for the prices of the goods they need, they must ask for the quotation of the items they want to purchase. A quotation includes a list of the items requested by the customer as well as their respective prices and short product description. This is an important document of a business entity since, apart from the description and prices of the items requested, it also contains the branding of the company. Hence, every company must know how to create and design their own quotation. Here is a simple guide on quotation creation:
Knowing how to create and design a quotation is vital, especially when you are running a business, in order to be always ready to respond to client inquiries regarding your prices. In designing your quotation, you must always consider not just the functionality of your document but the aesthetic aspect as well. Below is a short guide on how to create a quotation in MS Excel:
Launch the MS Excel application, and open a new worksheet.
On the header of your document, write the information about your business to certify that you are legally operating a business and to provide details about your company to your recipient as well as your potential customers. The details to be included are as usually as follows: business name, company logo, address or location, and contact information, such as phone number, website, or email address.
On the top of the page, do not forget to include the title or name of your document which can simply be “Quotation” or any appropriate and specific title, such as “CCTV Camera Quotation.”
The style of the quotation varies from one company to another depending on the items they are selling or the nature of the business. However, typically, a quotation consists of the following column headings: item name, short product description, price list, quantity, and net amount.
On the first column, enumerate the items requested by the buyer. Make sure that you did not miss any items and you only include the specific items requested by the buyer. On the product description column, you can include the unit or model number, color, weight, and packaging details.
Input in the price list and quantity columns the respective prices and quantity of the items listed. Finally, in the last column, you can set the formula that computes for the net amount of each item on the list. You can do this by multiplying the cells under the price list column by the cells on the same row under the quantity column. Copy the formula and paste it to the cells under the net amount header.
On the net amount column below the last item, compute for the total amount by simply inputting the formula “=SUM()” then write the range of the cells you want to sum up inside the parentheses. Include the traditional charges, if there are any, or any deductions or discounts.
Lastly, finalize and proofread everything before saving your document on your local computer.
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Since a real estate industry can be a lucrative business to get involved in, those who are real estate agents and alike definitely need this real estate quotation template. You can edit this template to add your own personal branding and touch to the document.
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