If you run a business that provides services, you know how important it is to give your clients a clear and professional quote. Having a customized quote template can save you time and keep your business looking polished. Google Sheets is a fantastic tool for this. It’s free, and easy to use, and you can access it from anywhere.
Why Service Quotes Matter
A service quote is your chance to communicate what you’re offering and what it will cost. It sets clear expectations by breaking down tasks, fees, and timelines.
A well-structured quote helps build trust and transparency with your clients, avoiding misunderstandings down the line.
And when your quote looks professional, it says a lot about your business’s reliability and attention to detail, helping you strengthen relationships and grow your reputation.
Step 1: Open a New Google Sheets Document
To get started, log into your Google account and open Google Sheets. Click the “Blank” option to create a new spreadsheet. This will be your canvas. You may give your spreadsheet a title like “Service Quote Template.”
Step 2: Plan Your Layout
Think about the information your service quote should include. Typical sections might be:
- Your business name and contact details
- Client information
- A list of services
- Pricing (per service and total cost)
- Terms and conditions
- Signature or approval section
Jot this list down on paper or a notepad before jumping into Google Sheets.
Step 3: Add Headers
Use the first row of your spreadsheet to create headers for each column. For example:
- Service Description
- Quantity
- Unit Price
- Total Price
To make it visually appealing, highlight the row, click the paint bucket icon, and choose a background color. Then, make the text bold using the toolbar.
Step 4: Format Cells for Easy Calculation
Adjust the format of your columns. Select the cells under “Quantity” and format them as numbers. Select the “Unit Price” and “Total Price” columns and format them as currency by clicking the “123” format option in the toolbar.
Step 5: Add Automatic Calculations
Google Sheets can calculate totals for you. Click on cell F21 (Total Price for the first row of services). Enter this formula: =D21*E21.
This multiplies the quantity by the unit price. Copy the formula down the column by dragging the small blue square at the bottom-right corner of the cell.
You may also add Sub-Total, Discount, and Grand Total field at the bottom part of your table.
To get the Subtotal, use the =SUM function:
To get the Grand Total, you may use the DIFFERENCE function where you will subtract the discount and subtotal fields:
When your template is ready to use. Share it directly with clients by clicking Share and entering their email address.
Get the Free Service Quote Template
Get a copy of the free Service Quote Template. I’ve populated some cells as examples, but you can customize them as needed.
Final Thoughts
A well-organized service quote template can make a big difference for your business. With Google Sheets, you’ll have a professional and customizable tool to impress your clients and streamline your process. Plus, once it’s set up, you can use it again and again with minimal effort.
Frequently Asked Questions
Can I prevent users from accidentally editing formulas in the template?
Yes, you can protect formulas by highlighting the formula cells. Right-clicking and selecting Protect range and setting editing permissions so only authorized users can make changes.
How do I calculate the subtotal of all service items?
To calculate the subtotal, use the SUM formula. Click on the cell where you want the subtotal and enter =SUM(E2:E9), assuming your service totals are in cells E2 to E9. Adjust the cell range as needed.
How do I add and calculate tax in the quote template?
To add tax, decide on your tax rate. In the cell where you want the tax amount, use the formula =E10*0.10 if your subtotal is in E10. Adjust the tax rate accordingly by changing the 0.10 value.
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