Quote Tracker Template for Excel & Google Sheets Keep your quotes, estimates, clients, follow-ups and important project dates organized in one easy-to-use business spreadsheet. This Quote Tracker Template gives you one place to record the quotes and estimates you create for your customers and clients. Track quote numbers, dates, services, descriptions, amounts, status, follow-up dates, accepted dates, project dates and notes. Whether you call them quotes, estimates, bids or proposals, this spreadsheet makes it easy to keep everything organized and see where each quote stands. TRACK YOUR QUOTES & ESTIMATES Track Quote Numbers & Dates Record Services, Descriptions & Quote Details Track Quote & Estimate Amounts Track the Status of Each Quote Record When Quotes Are Sent & Accepted Schedule Follow-Up Dates Track Project Start & End Dates Add Notes & Important Details View Your Quotes & Their Status at a Glance Keep Your Quote Information Organized in One Place GREAT FOR MANY TYPES OF BUSINESSES This quote and estimate tracker can be used by contractors, construction businesses, home service businesses, freelancers, consultants, designers, agencies and other service-based businesses that regularly send quotes, estimates or bids to customers. Use it as a: Quote Tracker • Estimate Tracker • Bid Tracker • Sales Quote Tracker • Proposal Tracker • Client Tracker • Customer Tracker • Job Tracker If you're looking for a simple way to organize your business quotes and keep track of estimates, follow-ups and accepted jobs, this spreadsheet gives you an easy place to manage it all. ★ PLEASE NOTE THIS IS A DOWNLOADABLE FILE AND NO PHYSICAL ITEMS ARE INCLUDED. You will receive 2 Sheets with this listing:- Google Sheets- Excel Spreadsheet (Please note: This printable is for personal use only and cannot be resold or given away as a freebie) Why should I order your spreadsheets? ~ Instant Download~ Easy to Use~ Includes Video Instructions~ They are Pretty!~ You can edit, customize, and use your sheet to make it your own! _______________________________________________________________ Remember - this is an instant download. Nothing will be mailed to you. Please note that you'll be receiving just downloads to use on your computer. _______________________________________________________________ Refunds and Exchanges Hey there - so I understand sometimes we buy things and they don't look the way we planned. I don't like to do refunds, cause hey - how do I know you didn't already use it? But listen - I'm an easygoing chick, so if you have a serious concern about your order, holler at me in the messages and we can work something out. Please understand these items are for personal use only. You can print and use, but please don't resell, reproduce, or anything else uncool. This template is provided for informational and organizational purposes only. It is not intended to serve as medical, legal, or professional advice. Users are responsible for verifying the accuracy and appropriateness of the information recorded and for consulting with qualified professionals regarding any health or legal matters. The creator of this template makes no guarantees regarding the accuracy, completeness, or suitability of this tool for any specific situation and disclaims any liability for damages or losses that may arise from its use. By using this template, you acknowledge and agree to these terms. _______________________________________________________________ Enough about the serious stuff…. Let me know how your journey is going! I'd love to hear about your success! Good luck to you! One little step at a time!
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