Word Quote Template
Connect your Word to a customizable quote template and streamline your quote process effortlessly.
Connect your Word to a customizable quote template and streamline your quote process effortlessly.
You can create Word 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 Word 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.
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 Word quotes on autopilot.
Select the Sheet you want to create invoices from.
Connect a Google Doc invoice template
Click 'insert' to place tags in your invoice template
Then generate a invoices from your Google 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:
When you connect your Google Sheet, you can replace our invoice 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 an invoice 😀)
Open the document block and add tags into your invoice 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 invoice (e.g. if your line items are split on separate rows in your Google Sheet)
Open the email block and customise how you'd like to share your invoice. You can also edit the email invoices are sent from (e.g. accounts@portant.co) Then click 'Start automation' and test your workflow. Your Invoices will be stored in a folder made in your Google Drive, which can be edited in the 'Outputs' tab.💥Snap💥 You've done it!
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.
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.
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.
Yes, you can easily convert your Word quote template to a PDF. After filling out the template, simply go to "File" > "Save As," and select PDF from the file type options. This format is ideal for sharing with clients, as it preserves the document's formatting and is universally accessible.
A comprehensive Word quote template should include the following elements: your company’s name and contact information, the client’s details, a unique quote number, a description of goods or services, itemized pricing, terms and conditions, the total cost, and the validity period of the quote.
Regular updates to your Word quote template are essential, especially if your pricing, terms, or branding changes. Review your template periodically to ensure all information is current and relevant. This helps maintain accuracy and prevents potential disputes with clients.
Yes, Word quote templates are versatile and can be adapted for various types of services or products. Whether you’re quoting for a single service or a complex project with multiple deliverables, the template can be customized to suit your specific needs.
Yes, you can include a digital signature in your Word quote template. Microsoft Word allows you to insert a signature line or use a digital signature tool. This adds a layer of security and authenticity to your quotes, ensuring they are legally binding when accepted by a client.
If your Word quote template is too large to email, consider compressing the file or saving it as a PDF, which often reduces the file size. Alternatively, you can use a file-sharing service like Dropbox or Google Drive to send a link to the document.
To add terms and conditions to your Word quote template, create a dedicated section at the bottom of the document or on a separate page. Include all relevant legal terms, payment conditions, and service agreements. Ensure this section is clear and concise to avoid any misunderstandings.
To add a reference number to your Word quote template, insert a text field at the top of the document labeled "Quote Number" or "Reference Number." You can manually enter a unique identifier for each quote or use a numbering system to keep track of all issued quotes.
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