SALES QUOTATION BUILDER V1

ENTER BUSINESS INFORMATION

Business Name
INDZARA
Shipping Address
123 ABC Street,
Peace City, Earth. To enter address in more than
one line, press Alt+Enter.
Billing Address
456 XYZ Street,
Happiness City, World.
Tag Line
Peace for Everyone
E-mail
support@indzara.com
Phone
123-456-7890
Website
indzara.com

FEATURES
1. Create quotations for your small business
2. Customize it to your need
3. Automatically calculate totals and subtotals
4. Handles tax rates at order level
5. Accommodates products that are not taxable
6. Handles discounts at product and order levels
7. Save time by storing customer and product data
 SUPPORT
Visit template page for video demo and tutorial
Password to unprotect: indzara

For free and premium Excel

templates, visit indzara.com

CREATING QUOTE
1. Make a copy of Quote sheet
2. Rename it with Quote #.
3. Follow instructions in Quote sheet

LIMIT
Accommodates 20 lines per quote.

INITIAL SETUP
1. Enter Business Information in Settings sheet
2. Enter Products in Products sheet
3. Enter Customers in Customers sheet
4. Change Logo in Quote sheet
5. Customize fields in Quote sheet
6. Enter Tax Rate % in Quote sheet (cell I48)
7. Apply Currency format in Quote sheet.
PRODUCTS START ENTERING DATA FROM ROW 4

Product ID Product Name Product Description Sales Price

ID NAME DESCRIPTION PRICE
1
 Choose NO if not taxable. Rename & Use this field to store any
Unit of measurement Leave Blank if taxable information you would need
UNIT TAXABLE PR CUST FLD
Add a new column by typing in cell H3
CUSTOMERS START ENTERING DATA FROM ROW 4

Unique customer
Customer ID name Billing Address Email Address
ID NAME BILLING ADDRESS EMAIL

Iris Watson
P.O. Box 283 8562 Fusce Rd.
1 Adams Frederick Nebraska 20620 adams@gmail.com
 Rename & Use this field to store any
Phone Number Contact person information you would need about Customer. Add a new column by typing in cell I3
PHONE CONTACT PA CUST FLD

(248) 675-4007 Quinn

column by typing in cell I3
INDZARA QUOTE
123 ABC Street,
Peace City, Earth.

Peace for Everyone

CUSTOMER QUOTE #

BILLING ADDRESS DATE

VALID UNTIL

PHONE

ID DESCRIPTION UNIT QUANTITY DISCOUNT PRICE TAXABLE AMOUNT BEFORE TAX

SUBTOTAL BEFORE TAX $0.00

NOTES TAX @ RATE 10.00% $0.00
Please pay within 30 Days. Please contact if there are any questions.
SUBTOTAL + TAX $0.00
DISCOUNT AMT $0.00
OTHER CHARGES
ORDER TOTAL $0.00

THANK YOU
PHONE EMAIL
123-456-7890 indzara.com support@indzara.com