Sales Quotation preview
Quotation form sheet with company header, customer details, currency selection, payment terms, and line-item table for products and services. 1/3

About this professional sales quotation spreadsheet template

This professional sales quotation spreadsheet template gives sales teams a ready-to-use system for creating quotes, tracking opportunities, and managing the sales workflow. The Quotation sheet includes a branded header, customer and quote details, currency selection, payment terms, delivery information, and a structured line-item table with SKU, description, quantity, unit price, discount, and line total columns.

The Quote Records sheet serves as a centralized register to monitor every quote by date, customer, sales rep, value, status, probability, weighted value, decision date, and outcome. The Lists & Workflow sheet provides reference data for quote lifecycle stages, approval steps, currency codes, and win/loss analysis reasons, making it easy to standardize your sales operations.

Every cell, label, and table is fully editable in WPS Office, Microsoft Excel, Google Sheets, and Apple Numbers. Replace the sample company name, customer details, currency, and line items with your own data to start issuing professional quotations immediately.

3 structured sheets

Quotation form, quote records register, and reference lists for a complete sales workflow.

Fully editable

Replace sample data, currencies, line items, and workflow steps with your own business content.

Professional style

Clean, print-ready layout designed for client-facing sales documents and internal tracking.

Standard XLSX

Works with WPS Office, Microsoft Excel, Google Sheets, and Apple Numbers.

Frequently asked questions
The Sales Quotation template is designed for creating professional sales quotes, tracking quote pipelines, and managing sales workflows. Customize the sample text, layout, and other editable elements in WPS Office for your own project.
Use the native XLSX in WPS Office, Microsoft Excel, or Google Sheets. For Notion workflows, reuse the text and structure in a Notion database; for branded visual documents, adapt the content in Adobe Express.
Download the template, open it in WPS Office, and replace the placeholder text, company details, line items, currencies, and other editable elements with your own content.
Yes. Select Download to get the editable XLSX file and open it in WPS Office or another compatible spreadsheet application.
Yes. Adapt it for sales proposals, client quotations, pipeline tracking, and revenue forecasting. It is available for personal and commercial projects, subject to the applicable template license.