Quote Template: List Your Items and Let AI Build the Table
When this happens
A customer asked your small workshop for a bulk order of engraved mugs, and you need to send a quote today. Hunting for a template and lining up the cells eats up time. Tell the AI the items, quantities and unit prices, pick the columns and total rows you want, and it will build a quote table you can paste into Excel.
Watch the video
Ask like this
Make a price quote as an Excel table. Items: Engraved mug x20 at $8, Gift box x20 at $1.50, Shipping x1 at $4. Columns: Item, Qty, Unit price, Amount. Add Subtotal, Tax (10%) and Total rows.
The answer we got
=B2*C2and fill it down so the amounts update when you change a quantity or price. Tax is 10% of the subtotal as you asked. Sales tax rules depend on where you are and what you sell, so check your local rate before sending.| 1 | A Item | B Qty | C Unit price | D Amount |
|---|---|---|---|---|
| 2 | Engraved mug | 20 | $8 | $160 |
| 3 | Gift box | 20 | $1.50 | $30 |
| 4 | Shipping | 1 | $4 | $4 |
| 5 | Subtotal | $194 | ||
| 6 | Tax (10%) | $19.40 | ||
| 7 | Total | $213.40 |
โ Put =B2*C2 in D2 and fill it down: subtotal $194, tax $19.40, total $213.40.
Tips for better results
- Use formulas for the total rows too
Put a SUM of the line amounts in Subtotal, =D5*10% in Tax and the sum of those two in Total. Then everything recalculates when you edit an item.
=SUM(D2:D4) - Add a header block
A quote looks more professional with the customer's name, quote date, valid-until date and your contact details. Ask for them once you have the table.
Add rows at the top for customer name, quote date, valid until and my contact details. - Get the cover message too
In the same chat, ask for a short, polite message to send along with the quote. The AI remembers the quote details and writes to match.
Write a short, polite message to send with this quote.
Today's checklist
- โ List every item, quantity and price
- โกSay whether to add tax
- โขAsk for the total rows too
FAQ
Is the tax calculation right?
This example simply uses 10% of the subtotal. Real sales tax or VAT depends on your location and what you sell, so check your local rate or ask your accountant.
What should a quote include?
There's no single format. The customer's name, date, items with quantities, unit prices and amounts, the total, how long the quote is valid and your contact details make it easy to read.
Does this work in Google Sheets?
Yes. Multiplication (=B2*C2) and SUM work the same way. If the pasted text lands in one cell, use Data > Split text to columns.
More in this category
AI answers can vary by service and version. Double-check anything important before you use it.
Works in ChatGPT, Claude or Gemini.