A quote template that is ready to send
Enter the customer and the products, check the live preview and download the quote as a PDF or an editable Excel file, with the WhatsApp follow-up ready to copy.
Preloaded values are editable references. The formula is in plain sight. The result comes from your data, not from promises.
Preview
Company name
Quote
No. 0001
Date: 10/06/2026
To
Customer company
Sample product
10 x $35.00
$350.00
Installation service
1 x $120.00
$120.00
- Subtotal
- $470.00
- Total USD
- $470.00
Valid until 10/21/2026
The preview is free and needs no sign-up. The PDF and the Excel file download with your name, email and company.
WhatsApp follow-up
Three messages to send your customer, with the quote details already filled in.
When you send it
Hi, here is quote No. 0001 for $470.00. If you would like to adjust anything, just let me know here.
A few days later
Hi, did you get a chance to review quote No. 0001? If quantities or timing need to change, I can update it.
Before it expires
Hi, quote No. 0001 is valid until 10/21/2026. Shall we go ahead with the order, or would you like me to update it?
Sending lots of quotes every week?
Sellium sends every quote and follows up on WhatsApp, so nobody has to remember to.
See how it worksHow do we calculate this?
amount = quantity x unit price (per line, to the cent) subtotal = sum of the amounts discount = subtotal x discount % tax = (subtotal - discount) x tax % total = subtotal - discount + tax valid = date + days of validity
With your current data
- Subtotal
- $470.00
- Discount (0.0%)
- $0.00
- Tax (VAT or other) (0.0%)
- $0.00
- Total
- $470.00
The result is an estimated potential based on your data, not a promise of results.
How to use the quote template
A clear quote saves the customer questions: they see what they are buying, what it costs and how long the offer stands.
What goes in each part
The top shows who is quoting and to whom: your company name, the contact person and the customer details. The number and the issue date make the quote easy to find when the customer replies days later.
Each line takes a description, a quantity and a unit price, and the amount is calculated for you. It helps to describe what the customer asked for in their own words, not with the internal catalog code.
The terms close the document: discount, tax, how long the offer is valid, payment and delivery. What to write in each one is covered in the quotation glossary entry.
A PDF to send, an Excel file to reuse
The PDF comes out formatted as a document, ready to send by email or on WhatsApp. The Excel file has the same lines with formulas, so you can adjust quantities or prices and keep it as your own template.
Follow-up, the part that gets forgotten
An unanswered quote often just needs a reminder. The template messages cover three moments: when you send it, a few days later and before it expires.
When there are many every week, that follow-up can run on its own: Sellium follows up on every quote over WhatsApp and lets the sales rep know when the customer replies.
Frequently asked questions
Is the quote template free?
Is the quote template free?
Yes. The preview builds on screen with no sign-up. To download the PDF and the Excel file we ask for your name, email and company once.
Can I edit the quote in Excel?
Can I edit the quote in Excel?
Yes. The Excel file includes the formulas for line amounts, subtotal, discount, tax and total: change a quantity or a price and the totals update on their own.
What should a quote include?
What should a quote include?
The basics are who is quoting and to whom, what is offered with quantities and prices, taxes, validity, and payment and delivery terms. Each part is covered in what a quotation is and what it should include.
When should I follow up?
When should I follow up?
A good practice is to write when you send it, a few days later and before it expires. The template includes a message for each moment, with the quote details already filled in.
What does Vantegrate do with my data?
What does Vantegrate do with my data?
The quote details (customer, products and prices) stay in your browser. Along with your name, email and company we keep only the total and the number of lines, to send you the link to the tool and Vantegrate updates, which you can stop anytime.
Want to see these numbers in your real operation?
A 30-minute demo with your case, no commitment. Or message us on WhatsApp and let's talk it through.
Francisco Morales, co-founder, takes your call. We reply on WhatsApp within 4 business hours, no strings attached.
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Open the toolTotal
$470.00