Quotation worksheet
List the agreed scope, quantities and prices. Calculate quantity × unit price for each line, then add totals. State any discount and deposit required separately from payments received.
Download quotation worksheet ↗TVT business toolkit
Useful starting points for everyday work.
Five simple templates with fictional examples, instructions and space for your own records. No email address required.
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These are editable HTML worksheets. Open them in a browser, type into the blank cells and print or save as PDF. Calculations are manual. For automatic quotation totals, use the quotation demo.
Expense register
Record each expense and its receipt reference. Review by category monthly. Do not mix business expenses and personal spending.
Download expense register ↗Stock register
For each period, closing quantity = opening + received − issued. Check against physical stock and investigate differences. Carry closing quantities into the next period.
Download stock register ↗Customer enquiry tracker
Record the request, assign an owner and set a follow-up date. Suggested statuses: New, Contacted, Quoted, Won, Lost. Store downloaded customer details securely.
Download customer enquiry tracker ↗Project action tracker
Write actions that can be completed and verified. Assign one owner and a due date. Suggested statuses: Not started, In progress, Blocked, Done.
Download project action tracker ↗