Free Proposal & Quote Template (Excel)
A ready-to-price quote for teams, agencies and growing businesses — scope of work, line-by-line pricing, optional add-ons, VAT and deposit in one professional document. Type your numbers; the totals build themselves.
- Price line by line — days × day rate becomes a line total; subtotal, VAT and the grand total work themselves out.
- Optional add-ons — flip an extra to “Yes” and it flows straight into the total. Easy upsells, zero re-maths.
- VAT & deposit handled — set your VAT rate and deposit %, and the quote shows exactly what's due on acceptance.
- Looks the part — a clean scope-of-work section, a 30-day validity date and payment terms, ready to send as-is.
| Item | Days / Qty | Rate £ | Line total |
|---|---|---|---|
| Discovery workshop | 1 | £700.00 | £700.00 |
| Design — 5 page templates | 6 | £550.00 | £3,300.00 |
| Build & CMS setup | 8 | £600.00 | £4,800.00 |
| Project management | 3 | £450.00 | £1,350.00 |
| OPTIONAL ADD-ONS — flip Include? to “Yes” to add | |||
| Copywriting — 5 pages | — | £900.00 | Yes |
| SEO setup & redirects | — | £450.00 | Yes |
| Photography — half day | — | £600.00 | No |
| Care plan — first 3 months | — | £250.00 | No |
| ＋ add line… | |||
| Subtotal (incl. add-ons marked Yes) | £11,500.00 | ||
| VAT @ 20% | £2,300.00 | ||
| TOTAL | £13,800.00 | ||
Preview of the actual template — price line by line, flip an add-on to Yes, and the subtotal, VAT and total recalculate.
Everything a winning quote needs, on one tab
Built by people who send quotes for a living — not a bare spreadsheet. Open it, price it, send it.
A scope that sells
Deliverables with a plain-English line on what's included — so the client sees the value before they see the price.
Pricing that does the maths
Days or quantity × rate becomes a line total. Subtotal, VAT and the grand total update the moment you type.
Add-ons that upsell
A separate extras table with a Yes/No column. Anything marked Yes flows into the totals automatically — no re-pricing.
Your rates, remembered
A Settings tab holds your roles, day rates and VAT rate. They feed the rate dropdown on every new quote you write.
From blank page to sent quote in minutes
No setup, no login, no learning curve.
Download & open
Grab the .xlsx and open it in Excel (or Google Sheets / Numbers). Sample pricing shows you exactly how it works.
Scope it & price it
List the deliverables, then price line by line — days, rate, done. Add optional extras and flip the ones they want to Yes.
Send a quote that wins
Validity date, VAT, payment terms and deposit due — all worked out and ready to send. Looks professional, adds up perfectly.
Free proposal & quote template (Excel) — questions
Yes — completely free. Fill in the short form above and the Excel file downloads straight away. No payment, no trial, no card details.
Yes. It's a standard .xlsx file, so it opens in Microsoft Excel, Google Sheets and Numbers. The formulas, dropdowns, colours and totals carry across.
Yes — that's the point. Set your VAT rate once (it defaults to 20% from the Settings tab), give each optional add-on a price and flip it to “Yes” to include it, and set a deposit %. The template works out the VAT, the grand total and exactly what's due on acceptance.
It's a taster from Landing, the all-in-one platform for teams, agencies and growing businesses. A spreadsheet is a great way to send your next quote — and when you want estimates that build themselves, e-signed Statements of Work and invoicing in one place, you'll know where we are.
More free tools
Grab another — all free, no signup to browse.
Meet Landing — from quote to kickoff in one flow
A spreadsheet wins you the deal. Landing runs what comes next: estimates build themselves from your package catalogue, turn into a Statement of Work at the click of a button, and get e-signed — then invoicing, time tracking and delivery pick up from there. One flow from quote to kickoff, instead of five duct-taped tools.
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