Free templatesQuote tracker
Free template · CSV for Excel or Google Sheets
Quote tracker template
A quote tracker lists every quote you have sent, its value, when you followed it up and whether you won it.
The columns
- Quote number
- Your quote reference.
- Customer
- Who it went to.
- Job
- One line on the work.
- Value (ex GST)
- Quote total before GST.
- Sent
- Date sent.
- Expires
- Date the price is valid until.
- Follow-up 1
- Date of first follow-up.
- Follow-up 2
- Date of second follow-up.
- Status
- Sent, accepted, declined, expired.
- Reason lost
- Price, timing, went elsewhere.
Example rows
Sample data, included in the download so you can see the format. Delete these rows and add your own.
| Quote number | Customer | Job | Value (ex GST) | Sent | Expires | Follow-up 1 | Follow-up 2 | Status | Reason lost |
|---|---|---|---|---|---|---|---|---|---|
| Q-2201 | Example Plaza | Replace 4 extinguishers | 620.00 | 2026-10-02 | 2026-11-01 | 2026-10-09 | Accepted | ||
| Q-2205 | Example Homes | Switchboard upgrade | 2400.00 | 2026-10-05 | 2026-11-04 | 2026-10-12 | 2026-10-19 | Declined | Price |
Using it well
- Follow up within a week. Most quotes are decided early.
- Record why you lost a quote. A pattern in the reasons is worth more than any single job.
- Set an expiry date so old prices do not come back to bite you.
Outgrowing the spreadsheet?
Taskr keeps every quote with its status, marks expired quotes automatically, and turns an accepted quote into the job.
Quotes not followed up: how Taskr helpsFAQ
Frequently asked questions
How many times should I follow up a quote?
Two follow-ups a week apart is a sensible default. After that, mark it lost and record why.