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Preparing quotations is a part and parcel of work for any service providing company. As discussed in the previous articles, Excel is the tool for few accounting based works such as invoices, vouchers, income statements etc; Quotations can also be included under the umbrella. Our Excel quotation templates are designed with an attention to detail.
Don’t be too technical while preparing the quote. For example, if you use macros for auto-calc, it will only complicate the process. Samples give you ample knowledge. Please do refer them as many as possible before taking the ground.
Choosing a quotation template is certainly not child’s play; but there are a few tips which can help you out. Before choosing the template, makes sure you know what types of quotation you want. Do you want a price quote? Or maybe you require an estimate quote. Each has a specific format which needs to be adhered to.
You will want to get an attractive quote from several sources. For example, if you cannot create one, then you can hire the services of expert designers. Online applications can provide best templates for you. An ideal template is one that adequately states your deliverables, the time span within which you will achieve them and the amount of reward you will want from the venture.
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