Download free excel template for Event Management and Event Planning Services Quotation. This is a free to download, easy to customize and implement quotation template. Professionals who are into Event Management Field and companies catering event management services can use this template. Event management can be wedding planning, inaguration event planning, birthday event planning, anniversary event planning, business celebration event, fundraiser event etc.
This is a printable quotation template, hence, you can also take a printout of this template, once you fill up all the information and share with your potential customer or projects.
Checkout : All Quotation Excel Template
About Event Planning Services Quotation Excel Template
Once you download this template file, you will see that this template has descrete set of information that usually is relevant for all types of event planning and event management services.
This template includes fields to update for information like –
- Quotation number
- Quotation date
- Event Manager name
- Quotation for (Name fo Client)
- Client details
- Event Information like Participants, service providers, title of event, place, time and description
- Event Planning particulars detailing all the activities in the event
- Tax information
- Advance receipt information
- Balance due
- Terms and conditions etc.
Now, whenever a quotation is being prepared for any nature of Event Planning services, it is very essential to understand nature of the event. Sometimes, the quantum of activities and foods and beaverages is highly dependent on the location and nature of event. It is advisable to visit the event location (if client has selected) else understand the need of client to identify or propose the right location for the event. Furthermore, complementary top ups like free of cost addons etc. can create an impression to the client.
Some items in the event planning activities can be hourly rates and some can be piece rate basis. Costing sheet or event budget sheet can be helpful.
Hence, Key to win a contract is to understand the need and requirement of your client/ potential customer. Since, this template is editable, you can always add new sections and areas as per your discussion with the client. This template will definately help you create professional quotations for your upcoming project or bidding. Lastly, Inserting logo and your business information makes this template more professional and standardized.
Download and use quotation excel template
To use this free excel event planning quotation template, you should have Microsoft Office/ Microsoft Excel installed in your system.
Once extracted, you can open the file using Excel and start entering data or customizing the template. You can customize the currency, color scheme, fields in this excel template as per your requirement.