Excel or PDF?
| Format | Best for |
|---|---|
| Final client approval, signing, email attachment (harder to tamper) | |
| Excel | Client edits qty/discount internally, finance formulas, your reusable template |
| Both | PDF externally, Excel for procurement archive |
Export in ComTools
- Finish editing in the AI quote generator
- Check the preview totals
- Click Export Excel →
quotation_date.xlsx - Or Print → Save as PDF
Layout matches preview. More: Excel quotation template, PDF quotation template.
After Excel export
- Company master: clear line items, keep headers/formulas
- Word letterhead: open in Word, add logo → Word quotation template
- Merge files: Excel merge for multi-sheet workbooks
- Formatting: Excel format for column widths and number formats
PDF tips
- Scroll preview before print; avoid split rows
- 100% scale, A4 paper
- Check quote number, validity, space for signature/stamp
Email subject & body
Subject: Quotation – Project name – YourCo – QT-20260709-001
Brief body: validity date, contact, “reply to accept scope”. Optional: paste Markdown summary from the tool for mobile readers.
Quote vs invoice
Client accepts the quote; you invoice after delivery. See quote vs invoice. Line items often attach to internal approval or the invoice pack.
Start from scratch
Create quotation online or free quotation maker, then export using this guide.