How to Create a Quote Form in Excel for Your Business 

Thanks so much for the kind words! I’ve slowed down production temporarily, but should be putting out plenty more in the months ahead!

Hey Danny thanks so much for the feedback! This was somewhat of a trial video, but I plan to begin releasing more videos that are higher-quality hopefully in the next month or two, so I'll keep this in mind as one we could take further. If you ever need help taking a spreadsheet further than you know how to, also feel free to email me at colton@customexcelspreadsheets.com.

You’re welcome! Glad it was helpful. It’s neat to hear it’s impacting someone around the world!

Hey, Adam! Thanks for watching our video. If you want to be able to add standard language/verbiage at the bottom of a quote and/or in a column beside each line item on the quote, this would probably need to be done using vba code- especially if you wanted to be able to tweak the notes. So for example, the sheet could be set up so that you have a list of standard notes and you check only the ones you want for that quote, click a button and it would automatically insert those on the quote form so that you could manually tweak them afterwards. Or, if having certain line items in a quote always mean that there are corresponding notes that need to be included as well, this could be done by vba programming as well. If you'd like to discuss this more, feel free to email me at colton@customexcelspreadsheets.com.

Hey Josh, there is not currently a video available on how to do the formatting, but if you hit subscribe and click the notification icon, you will be notified when one comes out! We are about to begin producing lots of free content like this (only much better) on RU-vid. In the meantime, if you need assistance with something don't hesitate to email me at colton@customexcelspreadsheets.com. Thanks!

Umesh, thanks for the positive feedback! I am glad to hear you liked it. Do you use Excel a lot?

@@coltoncauthen853 yes sir, for doing quotations for my father's bussiness

@@coltoncauthen853 sir plz my one request to u that tell me how to make different sized columns in a single large column???

@@230.umeshhugar7 That's great! It's such an awesome tool. If you don't mind me asking, what type of business? Also, if you ever get stuck and can't figure out how to make Excel do something you need it to, feel free to email me any time: colton@customexcelspreadsheets.com

@@230.umeshhugar7 Technically, Excel won't allow columns 'within' other columns. However, you can get this same effect another way. Let's say at the top of your sheet you want 1 column, then under that column you want 4 columns. What you would do is "Merge Cells" on the row(s) at the top where you want the 1 column. So you are taking 4 columns and merging them into one at the top, while leaving them as 4 individual columns underneath. Does that make sense?

Elsie, thank you! This was a video I sort of threw together on a whim based on my experience helping businesses with these types of projects. Due to the interest we have seen in it, we are hoping to put out quite a few more videos like this later this year. If you haven't yet, feel free to hit subscribe if you want to come back and check us out more later.

Pierre, This is definitely something we can help you with! If you’d like to get a free quote on what it would take to build the quote tool for you, just head over to our website using the link below. There you can book a call or submit a web form request. customexcelspreadsheets.com/contact-us/

Hey Joe! Good for you teaching yourself Excel via RU-vid- there are some great resources on here. I’m on the east coast USA (EST). In case you don’t have it, my email is colton@customexcelspreadsheets.com. Would be glad to take a look at what you’ve got.

Zaeem, great question! In Excel, just go to the "View" tab/ribbon at the top of the screen. Then uncheck the box for "gridlines". You can also play around by unchecking "headings". Let me know if you need anything else!

@@coltoncauthen853 thank you so much Sir!

Hey Angie! Can you tell me the timestamp in the video where you see this to make sure I am helping you with the right thing? Once I hear back I'll let you know! Thanks, Colton.

Hey Ankita, can you tell me a little more about what you are trying to do? Is this a quote sheet to calculate fitness gym membership? Or something else? Also, if it's easier, feel free to email me at colton@customexcelspreadsheets.com

@@CustomExcelSpreadsheets hello sir,I got a gym contract for particular society residency and they want our quotation ..

@@CustomExcelSpreadsheets I don't know how to make quote for this .. please help

Hey Andy, thanks for the question. Is it possible with your setup to select the row of data you want to delete and then just press delete on your keyboard to clear the information from those cells rather than deleting the actual row they are on? If not, for example if you are deleting a line item and don't want a blank space to be left on the quote before the next line item, there are a couple of options potentially. One would be if you can set it up so that you have a formatted table on every page of the quote and can clear out the data for the line you no longer need, then sort the table so that blank rows get pushed to the bottom. A second option would be to have a 'consolidate' or 'update quote' button on the sheet that initiates a custom script. There are a couple of ways to set this up, but basically you would just click a button and it would fix everything automatically. If you do not know vba programming or don't have time to implement it, feel free to email me at colton@customexcelspreadsheets.com and we can take a look at the project and see what it would cost to implement a solution.

@@coltoncauthen853 Thanks for the reply. Appreciate the tips

Hey! Great question. The short answer is yes. If having this available on a web-based platform is something you are interested in, feel free to email me at colton@customexcelspreadsheets.com and I can give you a couple of suggestions.

Customer ID would be any unique identifiers you use for your customers. If you don’t use a customer ID, it could be their name or email address as long as you don’t have 2 customers with the same info.

bluekron77 hey! We are going to be coming out with more videos later this year. What would you like to see different? Thanks for the feedback!