Possible to use Excel for work Quoting?

[kinger8938]

Hey all!

I was just wondering if it's possible to use Excel in an effective way to help speed up quoting jobs etc.

Pretty sure we had a template in the past but these days do it all manually.

I work at a sub contract engineering company. So often we get requests to product parts in certain quantities, say 10, 20 and 50 for example.

We have to outsource material prices to add to this (which also varies by quantity)

So I'd be after a template to put in the quantity, material cost etc and then excel does some magic to calculate different totals based on the quantity types in, add on VAT etc. just to save us time in calculating it all manually, per quantity etc if that makes sense

Is that possible? I'm sure it's very basic tbh but I have NO knowledge of excel.. well, I haven't used it since school half my lifetime ago.

Thanks! There may even be a rough template out there to start with

 

[Double07]

There are lots of basic excel tutorials online or even excel for dummies type books as what you are describing is pretty basic functionality.

Sounds like all you are looking at doing is basic arithmetic operations such as ((cost per unit X no of units) + VAT), and is honestly very simple to pick up with a basic introductory tutorial.

Excel can be intimidating for a new user but the help function is very good and there are SO many websites on solving excel problems, from very basic things like you are looking for to very advanced stuff. Its a very well supported program by the community.

 

[Grrrrr]

Also, if you just open up Excel and click on 'New' there are a whole bunch of templates available. Search for terms like 'Invoice', 'Quote', 'Order Form' or 'Cost Estimate' and you'll probably find something close enough that you can modify.