A business quotation or sales quotation is a formal document sent by a seller to a potential buyer. It states the exact price for specific goods or services, lists the terms of delivery and payment, and provides an expiration date before the buyer commits to a purchase.

Business Quotation Template; Excel Quote with Shipping Terms and Tax

This is a quotation template for orders that ship, and for tax that only applies to some of it. This template is ideal if you are quoting products or quoting a service. The templates provides options to specify quantities and unit prices; how it ships and who carries the cost in transit. It also allows you to mark some products taxable and some as not if you want.

This template handles three things.
- A shipping and terms strip above the items,
- a six column table underneath, and
- a Taxable column that decides which lines the sales tax applies to.

The taxable flag is good feature of this template
Mark a line with T and it is taxed. Leave it blank and it is not. The sales tax figure adds up only the flagged lines and applies your rate to that, rather than to the whole subtotal.
That reflects how a real quote usually looks. Goods are taxable, delivery and installation and training often are not. You can put the products and the labour on the same page and still get the tax right.

Get a working Excel file
Answer the questions and download a real .xlsx with live formulas, or a .pdf if you want. Change a quantity and the line amount, the subtotal, the sales tax and the total all move together.

What is on the quotation template?

A purple stripe down the edge and an oversized QUOTATION wordmark
The date, quotation number, customer ID and valid-until date at the top right
Your details on the left and the customer's under "Quotation for:"
A terms strip: salesperson, P.O. number, ship date, ship via, F.O.B. point and terms
A six column items table with room for twelve lines
A totals block: subtotal, tax rate, sales tax, an "other" line and the total
A contact note beside the totals, and a thank-you band at the foot

How to create your quotation

Open the template and click Generate.
Add the quotation number, date, customer ID and valid-until date.
Enter your details and the customer's.
Fill in the terms strip.
Add one row per line, with quantity, unit price, and T in the taxable column where taxapplies.
Set your tax rate, add anything on the "other" line, then generate and download.

Who is this for

Suppliers, wholesalers, distributors and manufacturers quoting goods to trade customers. Anyone whose quotes mix taxable products with exempt services, and anyone who has been asked "does that price include delivery?" and would rather the quotation had answered it.

Note: This template is provided for convenience and general information only and is not legal, tax or accounting advice. Which goods and services are taxable, at what rate, and whether a quotation binds you once accepted, all depend on where you and your customer are based. Check your local rules or ask your accountant before relying on the taxable flags. A quotation is not an invoice: do not use it to ask for payment.

#quotation with tax templates

Business Sales Quotation Template