Quote template
Design Quote Template
Copy our Design Quote Template, automate your quotes process, and create professional quotes using customizable templates.
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Design Quote Template
You can create design quotes automatically from Google Sheets in a few easy steps. It is simple to use Portant as a free Google Sheets quotes template which contains all kinds of different elements including your logo, unique quote numbers, payment terms and contact information. After you've opened Portant Workflow, select your Google Sheet, then connect a Google Docs quote template, customise your blank quote template with column tags, attach it to an email and finally click 'Start automation', and voila!, you’ve automated your design quotes from Google Sheets!
We know how painful and monotonous it can be to copy and paste data into quote templates, double check all the information is correct, save it as a pdf and then send the quote to your customers. That’s why we’ve come to the rescue.
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With Portant, you can connect a Google Sheet to a quote template, click a few buttons and quotes will be magically generated and sent whenever you need to. You can also customise the email and who it's sent from (e.g accounts@portant.co). It's easy to place your design quotes on autopilot.
How to automate your Design Quote
Step 1
Open Sheet
Select the Google Sheet you want to use as the data source for your quotes. Portant connects directly to your spreadsheet to pull in the data it needs.
Step 2
Connect Template
Connect your Google Docs, Slides, or Sheets quote template. Portant will link it to your spreadsheet data source so it knows which fields to merge.
Step 3
Customize
Customize your quote with merge tags like {{Contact Name}}, {{Line Items}}, and {{Total}}. Format it with your branding, colours, and layout.
Step 4
Create
Create quotes automatically when new rows are added to your sheet, or generate them manually in batches. Send via email or save to Google Drive.
How to automate your design quote with a template
Step 1
Step 1: Open a Google Sheet
Open a Google Sheet that contains the data for your quotes. This could include customer details, product names, quantities, pricing, and discount information. Create a new sheet if you don't have one yet.
Step 2
Step 2: Connect your quote template
Open the Portant add-on and connect your Google Docs or Slides quote template. Portant will scan for merge tags and match them to your sheet columns automatically.
Step 3
Step 3: Customize your output
Choose how your quotes are delivered. Send them directly to customers via email, save as PDFs to Google Drive, or both. Add merge tags to the email subject and body for a personal touch.
Step 4
Step 4: Automate your quotes
Turn on auto-create to generate quotes every time a new row is added. Run the workflow manually for batch processing, or schedule it to run at specific intervals.
Eliminate unnecessary manual work
Stop spending hours copying and pasting data from spreadsheets into documents. Portant automates the entire process, pulling data directly from your source and generating completed documents in seconds. Focus on the work that matters, not repetitive formatting tasks.
Make your documents more accurate
Manual document creation leads to errors, from wrong names to outdated figures. Portant maps data fields directly to your template, eliminating typos and ensuring every document is accurate and consistent. Your team sends fewer corrections and your clients get the right information every time.
Built into Google Workspace
Portant works natively with Google Docs, Sheets, Slides, and Gmail. There is no new interface to learn, no data to export, and no switching between tools. Your team stays in the apps they already use while Portant handles the document generation in the background.
What teams say about Portant
“Portant has been a game-changer for Clipboard! It's saved our sales team countless hours every week by generating order forms, proposals and contracts with info from HubSpot automatically filled in.”
“This product is a gamechanger for all of those painful manual document merges. Love what you and the team have built!”
“This software brilliantly takes over the tedious process of creating and sending invoices. This not only saves time but massively reduces errors of data entry.”
“Love this product. Have been using it for over a year and the integration to Google Workspace is awesome. Lots of credit for listening to your users!”
“Truly a gamechanger! Portant streamlines these tasks and allows me to focus on the things that require my attention and problem-solving!”
“Portant has been a game-changer for Clipboard! It's saved our sales team countless hours every week by generating order forms, proposals and contracts with info from HubSpot automatically filled in.”
“This product is a gamechanger for all of those painful manual document merges. Love what you and the team have built!”
“This software brilliantly takes over the tedious process of creating and sending invoices. This not only saves time but massively reduces errors of data entry.”
“Love this product. Have been using it for over a year and the integration to Google Workspace is awesome. Lots of credit for listening to your users!”
“Truly a gamechanger! Portant streamlines these tasks and allows me to focus on the things that require my attention and problem-solving!”
Frequently asked questions
Utilizing a design quote template saves time and ensures consistency across all your client proposals. It helps to clearly communicate the scope of work, pricing, and terms to clients, reducing the chances of misunderstandings and making your business appear more professional and organized.
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A comprehensive design quote template should include sections for client information, project overview, detailed pricing, timelines, deliverables, terms and conditions, and payment details. Some templates also feature spaces for your company branding, such as logos and colors, to ensure the document aligns with your brand identity.
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Yes, many modern design quote templates can be integrated with digital payment systems like PayPal, Stripe, or GoCardless. This integration allows clients to approve quotes and make payments directly from the document, streamlining the process and reducing the time between sending the quote and receiving payment.
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To make your design quote template stand out, focus on strong visual elements such as an attractive cover page, your company’s branding, and clear, easy-to-read formatting. Including a personalized introduction and outlining your unique selling points can also help differentiate your quote from those of competitors.
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Some design quote templates do include a section for terms and conditions, which can act as a basic contract when signed by both parties. However, for larger projects, it might be wise to create a separate, more detailed contract that accompanies the quote, covering all legal aspects of the agreement in greater detail.
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To make your design quote template client-friendly, use clear and simple language, avoid jargon, and ensure that all sections are easy to navigate. Additionally, providing a summary or key points at the beginning of the quote can help clients quickly grasp the essential details before delving into the specifics.
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If a client requests changes to the design quote, review the requested modifications and adjust the template accordingly. Ensure that any changes in scope, pricing, or timelines are clearly documented in the updated quote. Communicate these changes back to the client for approval before proceeding with the project to maintain a clear and mutual understanding.
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To ensure your design quote template reflects your brand, customize it with your logo, brand colors, fonts, and any other visual elements that are consistent with your company’s branding. The tone of the language used in the template should also align with your brand voice, whether that’s formal, casual, or creative.
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