How to create a Quotation System using an Excel spreadsheet - [create your own Template]

Does your business need to send out Quotations?
Does this seem to take ages to do?
If that’s the case, then why not create your own Quotation System template using an Excel spreadsheet so that you can automate the entire process.
Hello and welcome to another Mr. SpreadSheet video:
In this short presentation we will create a QUOTATION SYSTEM using an Excel spreadsheet that includes a Customer and a Products or Services database.
The completed template is easy to use and can be either printed or saved as a pdf for you to email to your potential customers.
The finished template uses many Excel functions commands and techniques.
we will Insert Graphics and Text Boxes,
we NAME Ranges,
we create a NESTED formula combining the CONCATENATE and XLOOKUP functions
and we FORMAT the final template for Printing and email.
All of these techniques are explained in in the presentation.
If you would like to get a copy of the completed template, then all we ask is that you subscribe to our channel and give this video a big thumbs up.
I hope you enjoy watching.
Here are the links to the various Mr.SpreadSheet resources available to you.
Please help support our channel by subscribing.
Many thanks
Free Quotation Spreadsheet Template - www.MrSpreadsheet.com/product...
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#MrSpreadSheet #Excel #spreadsheet #exceltutorial #msexcel #Accounting

[@jodianthompson8010]

This video was very, very helpful. this is the only one I watched that made any sense. Thanks a million I really appriciate it ♥

[@MrSpreadSheet]

Hi Jodian, many thanks, so glad you found it helpful :)

[@elisehill992]

This video was very helpful, it helped me to improve my layout and organisation of the quotation document. Much Appreciated, my Quote Doc now looks really sharp!

[@MrSpreadSheet]

Hi Elise, Glad it helped,

[@miltonswl9349]

Thank you so much MrSpreadsheet

[@MrSpreadSheet]

Thanks Milton :-)

[@lakshmimarajh625]

Very detailed loved it. It helped me so much🙌

[@MrSpreadSheet]

Glad it helped! :-)

[@vkg0212]

Very good video and beautifully explained... Subscribed

[@MrSpreadSheet]

Thanks and welcome :-)

[@phoebeteng3523]

thank you. well explained.

[@MrSpreadSheet]

Glad it was helpful! 😊

[@OswaldoLechuga]

Great video! Thanks you very much

[@MrSpreadSheet]

Glad you liked it!

[@asimsiddiq475]

thank you for my good work.

[@MrSpreadSheet]

Hi Asim, Very pleased you liked it ... :-)

[@suzyvallerand1849]

very useful - thank you !

[@MrSpreadSheet]

Glad it was helpful!

[@janelimbaga563]

Wow very informative.

[@MrSpreadSheet]

Hi Jane, so glad you enjoyed it! :)

[@weshealy6394]

Subscribed and liked

[@MrSpreadSheet]

Thanks Wes :-)

[@danielholland5414]

Waw Thankyou

[@MrSpreadSheet]

Welcome 😊

[@TFabling]

Very helpful, thank you - I have subscribed and liked (very big like) ... how can I get a copy of the template download please?

[@MrSpreadSheet]

Hi Tony, you can get a download at www.MrSpreadSheet.com :-)

[@sujeethraii4229]

Amazing tutorial , i have a question - when I add D12 to the formula, it takes the value of D12 from the product sheet ... how to correct it? please help

[@MrSpreadSheet]

Hi, You can download a copy of the completed template and check your work against that. Visit www.MrSpreadSheet.com :-)

[@hoseatabane7317]

Thank you, i subscribed and liked the video. how do i get a template

[@MrSpreadSheet]

Hi Hosea, The file you have requested can be obtained by following the guide in this video czcams.com/video/m7Zf8_UWPGQ/video.html 😊

[@nicholaswagar509]

Hey i was trying to get the copy of the template like the others. The link says private. Thank you

[@MrSpreadSheet]

Hi Nicholas, there should be no issues with this as we have multiple downloads daily 😊

[@tillybrooke6069]

Subscribed - how do I get the copy of the template please?

[@MrSpreadSheet]

Hi Tilly, The file you have requested can be obtained by following the guide in this video czcams.com/video/m7Zf8_UWPGQ/video.html 😊

[@sacredcow5732]

I am always getting the #name? Error when i tried it Im following every step but I cannot seem to make it auto populate

[@MrSpreadSheet]

Hi Sacred Cow, you can download the original and then check your work, www.MrSpreadSheet.com 😊

[@danielholland5414]

is it possible to create an invoice from this Quote?

[@MrSpreadSheet]

Hi Daniel, Yes, just change the headings around. 😊

[@jasonaliengena9371]

Can this template auto generate the next quote number

[@MrSpreadSheet]

Hi, Yes, this is possible, I will incorporate the routine in a future video. :-)

[@David_Flournoy]

when I run the sheet as describes it returns #NAME? What did I do wrong?

[@MrSpreadSheet]

Hi, You can check your work against the original. See the download guide video czcams.com/video/m7Zf8_UWPGQ/video.html 😊

[@diannemai216]

Same here

[@lisslor]

Same please help

[@simonkaines5239]

this happens if you are using Excel 2013,2016, 2020 versions as XLookup only available on 365

[@suzyvallerand1849]

subscribe and would love a copy of the template

[@MrSpreadSheet]

Hi, downloads are available at www.MrSpreadSheet.com :-)

[@Aroundaboutjack]

your lookup has stopped working

[@MrSpreadSheet]

Hi, Why not download a copy of the original and then you can check your work against that. Hi, Downloads are available at www.MrSpreadSheet.com :-)