Template downloads

Your download, explained.

Everything you need to get a quote out the door in a minute, plus a straight answer to the common questions. Bought a pack and stuck? You are in the right place.

What's in the pack

One spreadsheet, three tabs. It works in Excel, Google Sheets and Apple Numbers.

01

Calculator

Where you work the quote out. Set your rates once, tick the options for the job, and the total adds itself up, including VAT and any custom add-ons.

02

Your Quote

The page you send. Your logo, business details and the totals fill in automatically from the Calculator. Export it to a tidy A4 PDF and email it to the customer.

03

How to use

A short, plain-English guide so you are up and running in a minute. No jargon, no faff.

Up and running in 60 seconds

  1. Add your business details and logo at the top of the Calculator — once.
  2. Set your prices in the shaded cells. Nothing is locked.
  3. For a job, tick the options that apply (or type a quantity).
  4. Set your VAT rate: 20 if registered, 0 if not.
  5. Open Your Quote, add a scope of works, and export to PDF.

Download vs the live Quotify form

Same pricing, different job. The spreadsheet is a manual tool you fill in. The live form is filled in by your customer and captures the lead for you.

Live Quotify form Download (spreadsheet)
Who fills it in Your customer, self-serve You, by hand
The maths Priced by the Quotify engine The exact same pricing, as formulas
Lead capture Captures details, emails you the lead None. It's an offline tool
Questions shown Branches to suit each answer All shown; delete what you do not offer
Inputs Dropdowns, sliders, date pickers Tick / quantity cells
Staying current Change it any time, live A fixed snapshot you own
Prices Your live rates Example rates to change

Questions

  • What do I actually get?
    A spreadsheet quote kit (.xlsx) with three tabs: a Calculator that does the maths, a branded Your Quote page you export to PDF, and a short how-to. Prices come pre-filled as a starting point; swap them for your own.
  • What can I open it with?
    Excel, Google Sheets or Apple Numbers. For Google Sheets, upload the file to your Google Drive and open it there — the formulas stay intact.
  • How do I add my logo and business details?
    On the Calculator tab, fill in your name, address, phone and email at the top once. They flow onto the Your Quote page automatically. Add a logo with Insert → Picture, top-left.
  • How do I turn it into a PDF to send?
    Fill in the Calculator, open the Your Quote tab, add a short "scope of works", then File → Export (or Print) → PDF. It is already set up to fit a tidy A4 page.
  • Does it handle VAT?
    Yes. Set the VAT rate to 20 if you are VAT registered, or leave it at 0 if not. The total updates itself.
  • Can I use it for more than one customer?
    Of course — it is yours to keep. Save a copy per customer, or duplicate the Calculator tab for repeat jobs.
  • How is this different from the live Quotify form?
    The pricing maths are identical. The difference is who does the work: the spreadsheet is a manual tool you fill in, while the live Quotify form is filled in by your customer, captures their details, and sends you the priced lead automatically. See the comparison above.
  • Can I get a refund?
    Because it is an instant digital download, it is non-refundable once downloaded (you agree to that at checkout). But if the file is faulty, will not open, or you were sent the wrong one, email us and we will put it right. Full terms are in our refund policy.
  • I didn't get my download email.
    Check your spam folder first. Still nothing? Head to find my downloads, enter the address you bought with, and we will send the links again straight away.
  • I lost the file. Can I download it again?
    Yes, and there's no charge — it's yours to keep. Go to find my downloads and enter the email you bought with, and we will email your links again.

Tired of filling it in yourself?

The live version of this template lets your customers price themselves, then drops the qualified, priced lead straight into your inbox. Same maths, none of the typing.

Still stuck?

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