Quotation & Estimate Templates for Small Business
$9.99
A quotation template for small business in Excel and Word, with a project estimate (low to high ranges), price list and rate card, quote acceptance form with follow-up emails, and a quote tracker with win rate. Every file in English, Arabic, French and Spanish.
- Secure payment via PayPal
- Instant digital delivery
- Clear licensing
- Support available
Overview
Quotation & Estimate Templates for Small Business is a ready-to-use quotation template for small business, in Excel and Word, plus the files you need around it to price work, send it and win it. Price your standard items in the price list, give an early budget range with the estimate, send a firm quote, get it signed with the acceptance form and record every quote in the tracker.
What is in the ZIP (per language)
- 01-Price-Quotation.xlsx (Excel): up to 15 lines with quantity × unit price, discount % and tax % per line; up to 4 optional items you add with Yes/No; delivery charge with its own tax rate; net total, tax, total, deposit % and balance. Valid until = quote date + validity days, with a Valid / Expired status. Terms and an acceptance box.
- 02-Project-Estimate.xlsx (Excel): up to 15 work packages with low, likely and high hours and low / high materials; the rate is looked up by role. Contingency and tax give the low, most likely and high totals (three-point estimate). Rates sheet and an Assumptions sheet (assumptions, exclusions, risks).
- 03-Quotation.docx (Word): a two-page quotation with letterhead, scope of work, items, optional items, totals, six terms and signature lines.
- 04-Price-List-Rate-Card.xlsx (Excel): price list with 30 lines, codes and categories, and a planned price change with automatic rounding; rate card with hourly, day, overtime and weekend rates, minimum charge and standard fees.
- 05-Quote-Acceptance-Form.docx (Word): one-page acceptance form (quote reference, client details, options ticked, amount, deposit, payment method, signatures) and four emails: send the quote, follow up, remind before expiry, confirm.
- 06-Quote-Tracker.xlsx (Excel): 150 ready rows with expiry date, stage (Draft, Sent, Won, Lost, Expired by formula), days to decision, follow-up date and lost reason; a Summary sheet with win rate by count and value, open pipeline, average won quote, tables by stage, reason and month, and two native charts.
Four languages
English/, Arabic/, French/ and Spanish/ folders hold the same six files, each written for its readers (TVA in French, IVA in Spanish). The Arabic files use right-to-left sheets and documents with mirrored layouts and Western digits.
Built to be used
- Real formulas; input cells are shaded and formula cells are locked with sheet protection without a password.
- Every workbook has a How to use sheet. Print areas are set for A4, with Letter instructions in the README.
- Arial only, so nothing needs installing. One accent colour, easy to change. A "YOUR LOGO" placeholder in every document.
- Plain .xlsx and .docx, no macros.
Also included
- One preview PDF per language with every page of every file.
- README in English and Arabic (editing, logo and colours, formulas, printing, compatibility notes), licence and changelog.
All company names, people, addresses and amounts are fictional samples to replace with your own. The templates are not tax or legal advice.
What's included
- Complete product files (ZIP)
Languages
The product files and designs come in these languages.
Features
- 6 editable files per language: 4 Excel workbooks and 2 Word documents
- Four languages: English, Arabic (right-to-left), French and Spanish
- Excel quotation with automatic line amounts, discounts, tax, total, deposit and balance
- Discount % and tax % on every line, so exempt items calculate correctly
- Optional items you add to the total with a Yes/No choice
- Valid-until date from the quote date, with a Valid / Expired status
- The same quotation as a two-page Word document with terms and signatures
- Project estimate with low, likely and high hours and materials per work package
- Three-point expected cost, contingency and tax, shown as a low to high range
- Rates looked up by role, plus a sheet for assumptions, exclusions and risks
- Price list with codes, categories and a planned price change with rounding
- Rate card with hourly, day, overtime and weekend rates and standard fees
- Quote acceptance form with options, deposit, payment method and signatures
- Four ready emails: send, follow up, remind before expiry, confirm
- Quote tracker with 150 rows; quotes past their expiry date turn to Expired
- Follow-up dates, days to decision and lost reasons
- Win rate by count and by value, open pipeline and average won quote
- Monthly table for any year and two native charts
- Input cells shaded, formulas locked with protection without a password
- How to use sheet in every workbook; A4 print areas with US Letter instructions
- Arial only, one accent colour, YOUR LOGO placeholder
- One preview PDF per language; no macros: plain .xlsx and .docx files
Requirements
Microsoft Excel and Word 2016 or later, Microsoft 365 (Windows or Mac), or LibreOffice 7 or later. The files can also be uploaded to Google Drive and opened with Google Sheets and Google Docs (see the compatibility notes). A PDF viewer for the preview files. No software is included in the package.
Compatibility
Excel workbooks (.xlsx, no macros) and Word documents (.docx): Microsoft Excel and Word 2016 or later and Microsoft 365, LibreOffice 7 or later, Google Sheets and Google Docs after upload (charts and page layout may look slightly different there). Font: Arial. Page size: A4, switchable to US Letter.
Installation
- Download
quotation-estimate-pack-1.0.0.zipand unzip it. - Open the folder for your language:
English/,Arabic/,French/orSpanish/. - Open a file in Excel or Word (or LibreOffice) and save a copy under your own name before editing.
- Look at
Preview/to see every page before you start. - Read
README.mdfor editing, logo, colour and printing tips.
User guide
- Fill in: type over the shaded cells; everything else is calculated.
- Change the layout: Review > Unprotect Sheet (no password), then protect again.
- Logo: replace the YOUR LOGO box with your own image (Insert > Pictures).
- Colour: the single rose accent (#BE123C) is used for titles, table headers and totals; in Word change the Heading styles and the TC Table style.
- Quote or estimate: use the estimate while the scope is open, then send a firm quotation.
- Word quotation: totals are typed; price the quote in the Excel file and copy the figures.
- Tracker: set the status (Draft, Sent, Won, Lost); stage, expiry and follow-up dates are calculated.
- Print / PDF: print areas are set for A4; for Letter use Page Layout > Size > Letter.
License
| Commercial$9.99 | |
|---|---|
| Projects | 5 |
| Users or sites | 1 |
| Commercial use | Allowed |
| Modification | Allowed |
| Resale | Not allowed |
| Redistribution | Not allowed |
| Updates | 12 months |
| Support period | 12 months |
Pay with PayPal or a debit or credit card. We send your product once the payment is confirmed.
Support & Updates
Support is provided at hello@towercaty.com. Please mention the product name and version (Quotation & Estimate Pack 1.0.0), the file and the app you are using, and a short description or screenshot of the issue.
Changelog
1.0.0
- Version 1.0.0: first release in the store.
Last Updated
- Last update
- Oct 8, 2026
- Version
- 1.0.0
