Software Engineering

Benefits of making a quotation with Excel

orgzit
orgzit
3 min read

The biggest advantage of an Excel quotation is that you can make it for free in Excel or in a similar program (think of Google Spreadsheets, for example). But there are even more advantages:

It's easy

​A quotation Excel can be downloaded quickly and the most important quotation rules are already in it

It's expanded

An Excel quotation can be set up entirely to your own taste. Especially when you have more knowledge of quotation Excel, you can use the extensive options

Disadvantages of a quotation Excel

Making quotations in Excel also has disadvantages compared to a quotation program . Excel is not specifically made for making quotations. This means that you can quickly run into limitations:

It's time consuming 

Making a quote does not necessarily take a lot of time. But when things are going well, you will still have to make a lot of offers. That will take a lot of time with Excel. Precious time, because a competitor can beat you to it with its quote and steal the assignment right in front of you

It's complicated

You need a lot of knowledge of quotation Excel formulas as soon as you go off the beaten track. So if you are not satisfied with the quotation Excel template and want to adjust it, you will also have to change formulas 

It is error prone 

Making quotations in Excel remains human work. So a mistake was made. When you are in a fierce competition to win that assignment, an error on your quotation can cost you the assignment.​

Get more - quote management software

What are the advantages of quotation software?

In contrast to Excel, quotation programs are completely focused on making good and personal quotations. 

Professional appearance

With quotation software you can set up your quotation entirely to your own taste. You can choose the font and color. Of course you can also easily add your own logo. So you can distinguish yourself from your competitors by making a unique quote

Fast

Because you only have to set up your quotation example once, you can make quotations very quickly. And although fast and good do not often go well together, this does go with quotation software. 

Quote anytime, anywhere

Because the quotation software is in the cloud, you can always and everywhere create, send and view a quotation

Always a backup

Another advantage of cloud-based quotation software is that your data is backed up every day. So in case of any problem or calamity, you will never lose your data

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