Cost Estimate and Quote Template

This Excel template simplifies the creation of bespoke quotes for each client. By leveraging VLOOKUP and macro-enabled dependent data validation pick lists, it automatically retrieves product information from an easily updatable product list.

VLOOKUP used to retrieve the appropriate promotional discount from the Price List.

VLOOKUP used to retrieve the appropriate promotional discount from the Price List.

Pricing automatically populates after product selection. The markup % can be customised at any time on the Price List sheet, which also includes margin calculations for each product.

Pricing automatically populates after product selection. The markup % can be customised at any time on the Price List sheet, which also includes margin calculations for each product.

The template automatically generates pick lists based on the products in the Price List.

The template automatically generates pick lists based on the products in the Price List.

A macro ensures that only relevant data appears by resetting pick lists to blank when changes are made, maintaining accurate and dependent selections.

A macro ensures that only relevant data appears by resetting pick lists to blank when changes are made, maintaining accurate and dependent selections.