Overview
XL Services Quotes equips service businesses with a fast, reliable way to generate professional multi-tier quotes — all within Excel, no manual formatting or complex formulas required.
Quote hardware, services, discounts, and term-based pricing in real time, so you can spend less time adjusting spreadsheets and more time winning deals.
Key Features
- Multi-Tier Pricing Automation: Define hardware and service items with term-based tiers — line totals and subtotals are calculated instantly.
- Product & Service Library: Keep a centralized list of items with cost, markup, and notes for quick quote building.
- Tiered Pricing Rules: Set smart brackets based on contract duration or volume to protect margins across all scenarios.
- Real-Time Calculation: Instantly update totals when adjusting quantities, terms, or discounts — no manual recalculation needed.
- Quick Actions Panel: Launch quotes, back up files, and update currency or tax settings with one click from the dashboard.
- PDF Export & Send: Generate branded quotes in PDF and email them directly via built-in Outlook integration.
Use Cases
Equipment Leasing
Create quotes with term-based tiers that include both hardware costs and recurring service fees.
Managed Services
Quote service plans with scalable pricing across durations, including built-in discounts for longer contracts.
IT Solutions
Bundle hardware, software, and support into a single quote — fully tiered and ready to send.
How It Works
- Set up your product and service catalog with pricing, descriptions, and markup rules.
- Define multi-tier rules for contract terms, volume discounts, or service packages.
- Click “New Quote” from the Quick Actions panel to launch a clean quote template.
- Enter quantities, durations, or discounts — totals and profit margins update instantly.
- Preview your quote, export it to PDF, or send it directly via email in one click.
Limitations
This Excel file uses VBA macros to automate processes. You must enable macros when prompted to access full functionality. The file is only compatible with Microsoft Excel desktop versions (2016 or later) and will not work in Excel Online or mobile environments. For step-by-step instructions on enabling macros and unblocking files, please see our Macros & Security Guide.
Screenshots
See It in Action
Ready to Seal the Deal?
Send polished, dynamic quotes in minutes — XL Services Quotes puts speed, accuracy, and control at your fingertips.
Buy Now – $199Need custom features or integration? Get in touch and we’ll tailor it to fit your business.