Inventory & Purchasing
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Workbook overviewVerified Product Library facts
See what was quoted, how it was calculated, and what needs attention next.
Client, document, and line-item registers calculate subtotal, discount, taxable amount, tax, and total. Summaries by status, owner, and document type expose pending decisions, accepted value, expiry risk, and follow-up workload.
What it helps you do
✓Maintain 100 clients and 100 quotation records.
✓Calculate values from up to 300 line items.
✓Highlight expiry and overdue follow-up priorities.
✓Review status, owner, and document-type summaries.
Sales & Customers
Small Business Quotation & Proposal Tracker
Keep quoted values, validity, decisions, and follow-ups visible in one structured workbook.
✓ Verified Product Library facts
Available file languages
EN · v1.0.0AR · v1.0.0ES · v1.0.0
LSTBooks Launch Collection
FREEFree during our launch offer
Download workbook · EN✓ No registration or payment required.
Early public previewProduct purchasing is not open yet. This page is available so you can review the verified scope, compatibility, and language coverage.
100quotations
300line items
7worksheets
8KPIs
3languages
7 / 7
Inside the workbook
Inside the workbookPurpose
01START-HEREWorkflow, colors, sequence, and boundaries.
02SETUPBusiness, reporting date, currency, windows, and lists.
03CLIENTSClient register with ownership and contact details.
04QUOTATIONSDocument headers, totals, validity, decisions, and follow-up.
05LINE-ITEMSProducts and services linked to quotation IDs.
06QUOTE-SUMMARYKPIs and summaries by status, owner, and type.
07DASHBOARDManagement KPIs and two charts.
Compatibility
Compatibility
✓Microsoft ExcelExcel 2021 · Desktop
Microsoft Excel 2021 desktop · Macro-free XLSX · Standard formulas, tables, validation, conditional formatting, and charts · No external links or connections.
Scope
A quotation register—not a document generator or invoicing system.
It does not create customer-facing PDFs, collect signatures or payments, send reminders, perform accounting, or validate tax. The currency is a label and results depend on accurate links, dates, statuses, discounts, and tax inputs.
Language editions
Version and updates
ENv1.0.0Verified editionARv1.0.0Verified localized edition with RTL sheet viewsESv1.0.0Verified localized edition
An entitlement remembers the Product and purchased license. Patch and minor updates are included; major upgrades remain separately priced under the approved policy.
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