Quote Templates

Service Quote Template

Copy our Service Quote Template to streamline your quoting process and automate invoices with ease. Customize your quotes and save time.

Automate Workflow

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Service Quote Template

You can create service quotes automatically from Google Sheets in a few easy steps. Using Portant Workflow as a free Google Sheets quote generator is an excellent solution for building customized service quote templates. The process includes essential elements such as your business logo, unique quote numbers, payment terms, and contact information.

To get started with Portant, first open Portant Workflow and select your Google Sheet. Then, link it to a Google Docs quote template. You can customize the blank quote template by adding relevant details like column tags (for client name, services, costs, etc.). Once set up, attach it to an email and click "Start automation." That's it! You’ve automated your service quotes directly from Google Sheets!

We understand how tedious it is to manually copy and paste data into quote templates, check for errors, save it as a PDF, and then send it to clients. With Portant, the entire process is streamlined. You can connect a Google Sheet to an invoice template, customize your email, and set it to be sent from your preferred account (e.g., accounts@portant.co). It’s a seamless way to automate your sales quotes and invoices, saving you time and effort.

By automating your service quotes, you can avoid mistakes, improve efficiency, and ensure that your quotes are consistent every time. It’s never been easier to put your business quotes on autopilot!

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How to automate your service quotes

Open Sheet

Select the Sheet you want to create quotes from.

Connect Template

Connect a Google Doc quote template

Customize

Click 'insert' to place tags in your quote template

Create

Then generate a quote from your Google Sheet

How to Automate Your Service Quotes with a Customizable Template

How It Works

Step 1 - Select your Sheet

To select your Google Sheet - first log in via your Google account and then authorise Portant to view your Sheets. You can get started by copying this template:

Step 2 - Select your quote template

When you connect your Google Sheet, you can replace our quote template with your own if you have one prepared already or edit our one. Also, you can connect multiple documents (e.g. if you need to send a contract with a quote😀)

Step 3 - Customise the quote

Open the document block and add tags into your quote template. You can format the tags and the data from your Google Sheet will be inserted using the same format (bold, italic, colour etc)You can use data grouping to insert multiple rows from your Google Sheet into the same quote(e.g. if your line items are split on separate rows in your Google Sheet)

Step 4 - Customise the email

Open the email block and customise how you'd like to share your quote. You can also edit the email quotes are sent from (e.g. accounts@portant.co) Then click 'Start automation' and test your workflow. Your quotes will be stored in a folder made in your Google Drive, which can be edited in the 'Outputs' tab.💥Snap💥 You've done it!

Benefits

Eliminate unnecessary manual work

Automatically creating invoices from Google Sheets removes manual data entry from your life, saving you the time and effort of copy/pasting or retyping. Automatically creating invoices enables you to get back to the more important stuff.

Make your documents more accurate

Typos should be a thing of the past. With our free Google Sheets invoice template, all data is sourced from the original Spreadsheet. Plus, your invoices will be saved with a consistent naming structure in your Google Drive.

Built into Google Workspace

Create invoices from templates with the tools you already use - Google Docs, Sheets, Slides and Forms. Automating invoices from this template workflow will help you hit all your goals.

What they say about Portant

This product is a gamechanger for all of those painful manual document merges, love what you and the team have built!

Matthew B.

Founder & Leadership at Upflowy

Love this product, have been using it for over a year and the integration to Google Workspace is awesome. I've provided feedback in the past and these features are now in the product so lots of credit for listening to your users!

Duncan I.

Web, Google & WordPress

Portant takes the boring repetition out of my invoicing, plus I’m now creating personalised slideshows for each of my clients, all automatically. Wish I’d had this sooner!

Alec B.

Lead UX Architect

Portant is incredible! With Portant's AI feature, I generated a marketing plan tactic in seconds and totally automated from a Google Form. I can't wait to launch my lead generation campaign using this tool.

Luján D.

Marketer

Portant helps us automate workflows related to many document types - proposals, invoices, contracts, and pitch decks. It saves us time generating the documents and has eSign built in. Portant's customer support are very responsive to any questions or feature suggestions too.

Collis M.

Technology, Software

From a single master database I can create mail merged .pdfs, emails envelopes and multiple forms. Tech support has been absolutely incredible, responsive and personal.

Greg P

Large Nonprofit

This software brilliantly takes over the tedious process of creating and sending invoices, a task that used to consume a considerable chunk of my time. With just a few clicks, I can now generate invoices, dispatch them to clients, and maintain a systematic record in Google Sheets. This not only saves time but massively reduces errors of data entry.

Lukas G.

E-commerce Business Owner

Truly a gamechanger! There are a number of things that I want to do but doing manually would waste a ton of time. Portant streamlines these tasks and allows me to focus on the things that require my attention and problem-solving!