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Excel Tip | Create a Quote Form

Are you relatively new to Microsoft Excel? Have you received a quote form from someone and wondered how they created it? Yeah, me too. You can do some crazy things with Excel if you know what you’re doing. In today’s video we will show you how to create a very basic quote form and price sheet. Some of the things you’ll learn in this video are:

  1. How to merge cells
  2. How to hide worksheets
  3. How to hide columns
  4. How to create if, then formulas
  5. How to create validated lists
  6. How to use conditional formatting to show required fields
  7. How to define the print area
  8. How to protect cells in a worksheet
  9. How to protect a worksheet from edits
  10. How to protect a workbook from edits

Again, this is a very, very simple example of a price sheet and quote form but it should give you a few tips that my maybe didn’t know before. Make sure you subscribe to our YouTube channel to get more Microsoft Excel tips. And please remember that Excel is great for a lot of things but it’s not the perfect tool for everything. Please consider e2b teknologies for your business technology needs when you’ve outgrown Excel and need a professional business intelligence application to create professional reports and business forms.


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