A clearer starting point for your next quote.
A simple Excel workbook for organizing selections before you prepare a client proposal. Start with the blank template, or inspect a fictional two-room example.
The workbook includes a blank template and a completed example. Capture the room, item, specification, quantity, client unit price, source and review status. Formulas calculate line totals and a merchandise subtotal.
It excludes tax, freight, installation and other fees. Add those only after establishing the rules for your project. All example products, specifications and prices are fictional.
This is a preparation aid, not a finished quoting system or the upload format required by Marais’s internal generator. Adapt it to your studio’s tools and review process.
Worked example / Fictional data
From rows to a readable summary.
The three example rows produce the summary below. It illustrates how the same information can be presented to a client; it is not an actual Marais quote.
Sample project · Quote preparation
Living room & dining room
| Room / item | Qty | Unit price | Line total |
|---|---|---|---|
| Living room · Sofa | 1 | $2,400.00 | $2,400.00 |
| Living room · Chair | 2 | $650.00 | $1,300.00 |
| Dining room · Table | 1 | $1,800.00 | $1,800.00 |
Merchandise subtotal: $5,500.00
Living room: $3,700.00 · Dining room: $1,800.00
Illustrative only. Excludes tax, freight, installation and other fees. Not an offer to sell.
Before you use it
A short review
makes a better input.
- Keep a clean copy of the Template sheet and duplicate it for each project.
- Record the exact finish, dimensions and configuration. A product name alone is rarely enough.
- Use your approved client price. Keep internal supplier costs out of files shared with clients.
- Verify quantities and source information. Blank fields mean “not confirmed,” not zero.
- Check the calculated merchandise subtotal against your selections, then account for any additional project charges in your quoting system.
- Review the finished proposal before sending it. Changing this workbook does not update an already issued quote.
Read the full spreadsheet-to-quote guide →
See how this approach informed the tools inside Marais Home →
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