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A quote for a trade or service job, such as a plumbing, repair or installation visit. The Quote tab lists labour, materials and fixed charges, adds a markup to parts, and totals each type with tax. The valid-until date is worked out from the quote date. The Quote log tab records each quote and whether it was accepted.
It comes with sample data for a heating engineer's boiler job. Make a copy and replace the sample lines and client details. The totals, valid-until date and log update on their own.
Click Make a copy in Google Sheets, then confirm on the Google page. The copy is saved to your own Google Drive.
Start on the Quote tab: replace the sample rows with your own.
Keep the formula columns as they are; they fill in as you type.
Read the How to use tab for tips. For Excel, download the .xlsx file instead.
Yes. Download the template and use it at no cost to send your own quotes.
Yes. Download the .xlsx file and open it in Excel. The formulas and totals work there too.
It is 30 days after the quote date. Change the 30 in the Valid until formula on the Quote tab to suit your terms.

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