Salesforce Quote Template

Preparing quotes in Salesforce doesn't have to feel like creating from scratch every time. Our customizable quote template will help you quickly create clean, professional quotes. Whether you're adding product bundles, discounts, or custom fields, the template is flexible enough to fit your workflow. It's easy to customize to your process and available in Excel or Google Sheets to get you up and running quickly.

Excel

Google Sheets

Salesforce Quote Template showing a clean table with products, prices, discounts, taxes, and the final total for the client

Similar templates

Screenshot of a professional commercial invoice template in Excel, featuring fields for invoice number, date, sender and recipient details, itemized product list, and totals

Commercial Invoice Template

Invoice Tracker Template

Invoice template for Excel and Google Sheets

Invoice Template

Pay stub template showing employee payment details, deductions, and time-off balances in a structured table format.

Free Pay Stub Template for Excel and Google Sheets

Vehicle maintenance log template with mileage, service details, cost, hours, and invoice tracking for a single fleet vehicle.

Vehicle Maintenance Log Template

Screenshot of an income and expense template, organized in a spreadsheet layout, showing sections for tracking monthly income sources and various expense categories for budgeting purposes

Business Income and Expense Template

Monthly Budget Template for Excel and Google Sheets

Monthly Budget Template

Food inventory template with columns for item name, location, quantity, expiration dates, and purchase notes.

Food Inventory Template

Loan amortization schedule excel template showing loan parameters, payment summary, optimization, and detailed repayment table

Free Loan Amortization Schedule Template

Break-Even Analysis Template with simple input fields to calculate revenue, costs, break-even point, ROI, and profitability tips

Free Break-Even Analysis Template

Balance Sheet Template comparing current and previous period assets, liabilities, equity, and key financial ratios

Balance Sheet Template

Purchase Order Template with supplier and buyer information, item descriptions, unit prices, and calculated totals.

Free Purchase Order Template

Sales Forecast Template showing monthly revenue by category with charts for units sold, revenue, costs, and gross profit

Sales Forecast Template

Reimbursement form template for tracking employee expenses with date, category, payment method, amount, and signature fields.

Free Reimbursement Form Template

Total loss inventory list template showing item details, loss date, cost, payout, and insurance info for claim documentation.

Total Loss Inventory List Template

Sales Rep Commission Template showing sales, base salary, commission percentage, and net salary for 10 reps.

Free Sales Rep Commission Template

Free BOM template showing categorized parts list with quantities, suppliers, unit costs, and a total cost summary.

Bill of Materials Template

Screenshot of a cash flow forecast template displaying projected income and expenses over time, organized in a spreadsheet format for financial planning

Twelve-Week Cash Flow Forecast Spreadsheet

Free checkbook register template with columns for date, payee, payment, deposit, balance, and reconciliation tracking.

Free Checkbook Register Template

Sales KPI Templates showing deals, sales, profit, discount rate, and rep performance with clear status and recommendations

Sales KPI Template