Start with your service
Design needs deliverables and revisions; photography needs preparation and session hours; repairs may need labour and parts. In Quotae, describe conditions in notes. They do not automate project management.
Quotae and Excel for service quotes
Compare how you prepare, review and send a price for a project, an hourly session or a repair.
Quotae is a mobile quoting and invoicing app for service professionals. Excel is a configurable spreadsheet with templates, formulas and PDF export. Choose according to the steps you repeat between preparing a quote and issuing an invoice.
Quick verdict
Consider Quotae for line items and accepted-quote conversion on your phone. Excel may suit an established template or custom calculations. Try the same service and review the resulting document.
Reviewed: . Official sources: Microsoft: templates · Microsoft: PDF · AEAT: Excel / Word.
| Feature | Quotae | Excel |
|---|---|---|
| Preparation | Manual or voice line items | Your own or ready-made templates |
| Calculations | Configured quantities, prices and taxes | Formulas you define and review |
| Document | PDF with your details and logo | Layout and PDF export |
| Mobile use | iPhone and Android app | Mobile app and other versions |
| Organisation | Clients and documents in the app | Files and worksheets you maintain |
| Invoicing | Convert an accepted quote | Your template or automation |
Review inputs and calculations
Excel supports calculations tailored to your business. Quotae calculates amounts from the fields you enter. Check quantities, prices, discounts and tax settings in both. Correct arithmetic cannot fix incorrect inputs.
Check the PDF
Both tools can produce professional documents. Review print areas and page breaks in a spreadsheet, and client details and notes in the Quotae preview.
Try your phone
Check how you edit a quantity or a long condition on your actual screen. Keep a template that works for you; assess whether Quotae saves steps across repeated jobs.
Separate cost, price and payment
Include preparation, delivery, revisions and expenses when setting a price. A deposit is not profit. Review estimates when the scope changes.
From agreed scope to invoice
Try this sequence with a representative job.
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Define the line items
Enter each deliverable, service or hour with its quantity and price. You can also dictate and review a draft.
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Add conditions
Write inclusions, exclusions, revisions, dates and payment terms. These are written agreements, not automated workflows.
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Review and share
Check the PDF and send it through the agreed channel. Generating and sending it needs a connection.
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Convert the accepted quote
Create the invoice with the line items, then review changes, tax details and amounts before issuing.
When Excel may suit you
Excel can remain useful for price scenarios, data analysis or a customised template. Maintain a clear process for versions, numbering and storage. A spreadsheet can produce professional documents; Quotae does not replace every calculation you need.
Try Quotae while keeping your files
Keep the archive
Save your sheets and sent documents before changing processes. Check the retention rules that apply to you.
Add recurring services
Create the concepts and prices you reuse. We do not promise automatic import from any file.
Compare a complete job
Try the quote, PDF and invoice conversion. Check what your accountant needs as well.
Frequently asked questions
Can Excel produce a professional quote?
Yes. A well-prepared template can include your details, line items and prices and export to PDF. This comparison concerns the workflow you maintain.
Must I move all my files?
No. Keep your archive and try Quotae for new quotes before changing how you issue invoices.
Are taxes selected automatically?
No. Calculations use the data and rates you configure. Check the treatment for your activity and client.
What works offline?
Manual quote preparation can sync later. Voice, PDF generation, sending and invoice operations require a connection.
Is Quotae adapted to VeriFactu?
Adaptation is in development and is not yet available. For Excel, the Spanish regulation depends on the actual functions and use; consult the specific guidance and your accountant.
Quotae vs ChatGPT
Compare an AI assistant with a dedicated quoting app
Prepare your next service quote.
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