2. We first create a new excel form and open it. The first line as the title needs to be widened, and your company's LOGO should be put in to show the formality of the quotation.
Then we need to leave a blank line under the title and write down the product quotation. We must clearly write down the name of this document and center it. Then leave a blank line at the bottom, write the quotation number on the left and the quotation date on the right. These are all necessary.
4. Then go down, fill in the customer information on the left, put the customer in front to show respect for the customer, and fill in your company information on the right. Company information generally includes name, contact person, telephone number, fax, email, etc. Edit by yourself according to the difference of each company.
5. Then let's start making a word list. What needs to be mentioned here is that before making the table, we need to mark the paragraphs in the previous picture. Sure, you can edit it again. This will make customers more clear.
6, and then enter the table name details of the layout. Then enter the name, model, quantity, price and so on you want to quote. What I want to mention here is, don't adjust the font in a hurry, first arrange the overall situation. Finally, make adjustments.
7. Then we add a border to the table content and see what needs to be adjusted in other positions, such as quoting the title. We haven't put it in the center yet. There are also customer information and quotation company information that have not been further adjusted. We all merge the corresponding cells and then adjust the left and right distances.
8. We can have a preview first. The upper part is basically completed, and I feel something is missing below. We also need to explain some quotations under the table. For example, the terms of payment and the validity period of the quotation. And it is necessary to add some clauses.
9. At the bottom, we also need to add the customer's confirmation, stamp or signature for confirmation. This is also necessary and important, so that the specifications can be displayed.
10, and finally, after we preview it again, the whole is more harmonious, which can be said to be preliminary. Next, we will adjust the font size from all aspects.
1 1. finally completed a complete quotation.