How to create a quote for your clients

Get the template: youexec.com/spreadsheet-templ...
Table of Contents:
00:00 - Intro
01:28 - How to use the template
02:50 - How to input company details
03:46 - How to manage client details
04:13 - How to catalog services
04:37 - How to register products
05:26 - How to create a quote
06:40 - How to customize the quote
07:13 - How to customize font size and color
07:45 - How to customize your logo
08:18 - How to export the quote as a PDF
08:55 - Conclusion
Whether you’re a contractor or a full-time employee, we’ve all been in the situation where an invoice or quote needs to be sent out. If you've ever had to calculate a quote yourself, you know how time-consuming it can be. Hopefully, you’re able to calculate all of the prices, fees and discounts correctly…but what if you miss something?
Wouldn’t it be easier if you had a system that could easily calculate everything for you? 1) You’d save time, 2) you’d be less susceptible to error, and 3) there’d be no “what ifs?”. That’s why we've created a Quote Template spreadsheet model. The template automates the creation of up to five different quote layouts based on your offered products and services. With just a few clicks, you can create a print-ready or electronically shareable PDF, preserving the defined layout, structure, and visual quality.
Once you enter your company and client details, along with the products or services you need to charge for, all you have to do is select the quote layout that best fits your needs. With the ability to customize each quote to match your brand’s visual identity, you can easily select which quote you need and send it to your clients. Now, let me walk you through how to complete this template, so you can start using it. Watch until the end to learn more!