Quotation Tracker
Quotes that aren't followed up are revenue left on the table. This free Quotation Tracker logs every quote you send — client, value, date, status and follow-up — so you know what's outstanding, what's won or lost, and which quotes need a nudge.
How to use it: record each quotation with its value and client, set a status and a follow-up date, and update as quotes are accepted or declined. Sort by status to chase pending quotes and by value to prioritise the big ones.
This template is designed for sales managers and business development teams who need to track leads, deals and pipeline revenue in Excel — without the need for expensive specialist software.
The Quotation Tracker is part of our Sales & Marketing collection — downloaded 13 times and counting. Built from real-world experience by the ExcelGurukul team and tested across multiple industries and roles.
Yes, free with no registration.
Yes — pending, won or lost, with follow-up dates.
Yes, follow-up dates make sure no quote is forgotten.
Fully editable in Excel or Google Sheets.