XL Services Quotes

Services quotes
Roll over image to zoom in
Click to open expanded view

$ 199

Channel: ExcelApps

In stock

Create fast, polished service quotes with built-in tiers, pricing rules, and PDF/email — all in Excel.

Wishlist
Compare
  Ask a Question
Categories: , , , , , , ,

XL Services Quotes Description

XL Services Quotes equips service businesses with a fast, reliable way to build quotes without manual formatting or complex formulas.

Key features of XL Services Quotes 

  • Multi-Tier Pricing Automation: term-based tiers; line totals & subtotals calculate instantly.

  • Product & Service Library: centralized list with cost, markup, notes for quick quote building.

  • Tiered Pricing Rules: smart brackets by contract duration or volume to protect margins.

  • Real-Time Calculation: totals update when quantities, terms, or discounts change.

  • Quick Actions Panel: new quote, backup, update currency/tax from the dashboard.

  • PDF Export & Send: generate branded PDFs and email via built-in Outlook integration.

Use cases

  • Equipment Leasing: quote hardware + recurring service fees with term-based tiers.

  • Managed Services: scalable pricing across durations with built-in discounts.

  • IT Solutions: bundle hardware, software, and support in one tiered quote. 

How it works

  1. Set up your product/service catalog with pricing, descriptions, markup rules.

  2. Define multi-tier rules for terms, volume discounts, or packages.

  3. Click New Quote in Quick Actions to launch the clean template.

  4. Enter quantities, durations, discounts — totals & margins update instantly.

  5. Preview, export to PDF, or send by email in one click.

Requirements & limitations

  • Uses VBA macros for automation — enable macros to access full functionality.

  • Compatible with Microsoft Excel desktop (2016 or later).

  • Not supported on Excel Online or mobile.
    For enabling macros/unblocking files, see the Macros & Security Guide. 

Only logged in customers who have purchased this product may leave a review.

Reviews

There are no reviews yet.

Shipping Policy

All our products are delivered digitally.

Once your payment is confirmed, you’ll immediately receive a secure download link to access your Excel application.

No physical shipping or packaging is required.

If you experience any issue with your download, please contact us.

Refund Policy

Because our products are digital and instantly delivered, refunds are not possible after a file has been downloaded.

However, customer satisfaction is very important to us.
If you encounter a technical problem or the file does not work as described, please contact us within 7 days of purchase at apps@customexcelapps.com — we’ll review your case and offer a suitable solution, which may include a replacement file or partial refund.

We always aim for fairness and transparency.

Cancellation / Return / Exchange Policy

As all ExcelApps products are digital files, there is no return or exchange once a download has been completed.
Orders can be cancelled only before payment confirmation.

In the rare event of a duplicated order, please contact us immediately at apps@customexcelapps.com and we’ll assist you promptly.

General Inquiries

There are no inquiries yet.

Related products

Main Menu