How to Create G Suite Templates for Project Quotes

Having a Google account means that you have access to apps such as Google Docs and Google Sheets. These apps a free for any Google account user and come in handy as you can access them anytime you come online. However, If you signed up for GSuite you’re offered more services for you and your organization. One of the services provided by GSuite is the ability to create and upload your own templates.  

Coping and pasting information over and over can be time-consuming. In order to be more productive, it’s best to use a template that has the information already in place so you can finish your work faster. Google offers pre-made templates for you to use whenever you want, but if you wanted something more specific for your business you have the option of creating and uploading your own.

In this tutorial, we’ll look at how to set up a quote template using Google Sheets, how to style it, and then how to save and upload it to your Template Gallery to access it anytime you need it.

 

First Step: Set Up The Template

The first thing you need to do is open a new document in the Google Sheets main page.

 

 

What we’re going to do next is create two sheets on the very bottom of this new document. Any formulas you write in the first sheet will then be applied to the second sheet. Following the images below, say you entered the telephone number for your company in the first sheet in cell B16. Now take a look at the formula used in cell 54 and see how the number showed up on the second sheet. You can write formulas in anywhere you want/need them.

Add two sheets on the bottom of the document

First Sheet (Settings): Enter Phone Number in cell B16

 

Second Sheet (Price Quote): Formulate the number to appear in cell 54

 

Second Sheet (Price Quote): Results

 

Once you have added the two documents on the bottom begin setting up the First Sheet with information on your company. Any contact information can be applied to this sheet and make sure you add in your formulas you want to be applied to the second sheet. You can style this sheet however you want. See image below for an example:

 

 

If you feel more comfortable adding placeholder text you can do so, that way you know where everything goes and how the template will look with information added. Once the company information is added you can work on the next sheet.

This sheet will be the actual layout for the quote that you can print anytime and send to your customers. Same as setting up the first sheet, add in any information you’d need for taking a quote. Arrange and style the layout however you want, you can add your company logo and change the colors of the sheet to represent your company colors. Having all this information on the template will make your work more productive since you don’t have to constantly create a new quote from scratch. See image below for an example:

 

 

Once you have all the information you need and you’re happy with the layout/style you’re done with the first step. Now all that’s left is adding the template to you’re Template Gallery.

 

Second Step: Add to Template Gallery

To submit the template to your Template Gallery you need to go back to the Google Sheets main page. Once there, click on Template Gallery. In your company section, there is a button that lets you submit a document that you want to be a template. Click the button to begin the process of uploading your document. See images for an example:

Hit the submit button

Select the sheet you just created (make sure it’s in a folder you can remember)

 

Pick a category the template falls under

 

You’re all finished!

 

Your document is now a template you can use anytime you need to make a quote, it’s fast and easy to access. Now that you know how to create and save templates, let us know what you think below!