What you can do with it
Itemised quote lines
Labour hours x your rate, materials at cost with your markup, and other costs (hire, skips, callouts); cost, price, margin % and markup % per line and per quote.
Margin guard rails
Your target and floor margin: BELOW FLOOR and Below target flags, plus the target price and the amount to add to reach it.
Printable customer quote
Business, client, quote number, valid-until date, up to 25 lines, discount, tax, deposit and your terms — prices only, never your costs.
Discount, tax and deposit
Discount %, tax at your own rate (default or per quote, 0% allowed) and a deposit % with the balance due.
Quote register & win rate
Draft, sent, accepted, declined, expired; follow-ups for sent quotes near or past their valid-until date; win rate by count and value; value accepted by month.
Break-even
Fixed monthly costs / average margin per accepted job = jobs needed per month, with break-even sales and your surplus or shortfall so far.
See it before you buy
What's in the download
| QuoteBook-Example.xlsx | Example workbook filled with sample data, to explore first |
| QuoteBook-Blank.xlsx | Blank workbook, ready for your own data |
| README.txt | Setup and how-to guide |
| CHANGELOG.txt | Version history |
| LICENSE.txt | Licence terms |
Version 1.0.0. One ZIP file, no installer, nothing sent anywhere.
Why buy it instead of building it
Checked against an independent calculation
Before release, every formula is compared with a separate model, including edited data and deliberately bad entries.
Starts with a worked example
Open the Example workbook to see it filled in, then type your own numbers into the Blank one.
A person answers support email
Write to altaitoondev@gmail.com and get a reply within 2 business days. If it doesn't work as described, you get a refund within 30 days.
What you need
- Microsoft Excel 2010 or later
- Tested in Microsoft Excel for Windows (Microsoft 365)
- No macros or add-ins
- Google Sheets, LibreOffice and Numbers not tested
What it doesn't do
- Quotes only: no invoices, time tracking or payments (see FreelanceBook for invoicing).
- Tax is the rate you enter, one rate per quote; QuoteBook gives no tax advice. The break-even is a simple estimate, not a forecast.
- One currency per file; the quote prints up to 25 lines and has no logo slot; 500 quotes and 5,000 quote lines.
How buying works
- Pay onceCheckout by Polar. Card details never touch this site.
- Download straight awayThe download link appears after payment and arrives by email with your receipt.
- Open and use itOpen the Example workbook, then enter your own data in the Blank one.
Questions
What is the difference between margin and markup?
Margin is profit as a share of the price; markup is profit as a share of the cost. A 25% markup gives a 20% margin. QuoteBook shows both for every line and quote.
Will my customer see my costs?
No. The Quote Sheet shows descriptions, quantities, unit prices and amounts, the totals and your terms - never your costs, profit or margin.
Does it work out tax for me?
It adds tax at the rate you enter (a default in Settings, or per quote; 0% for none). It does not know your tax rules and gives no tax advice.
Can I turn an accepted quote into an invoice?
QuoteBook is for quoting only. Mark the quote Accepted and invoice in your own tool, for example FreelanceBook.
What if it doesn't work for me?
Email altaitoondev@gmail.com within 30 days of purchase. We'll try to fix the problem first; if we can't, you get a full refund through the store you bought from.
