Quote template
For tradespeople and freelancers: your details, your client’s details, lines with quantity, price before tax and VAT, the deposit and an “Approved” sign-off area.
Excel file (.xlsx), free DownloadDo it online with EcomelyFree Templates
Free quote, invoice and budget templates
Simple, complete Excel templates you can download without signing up: a quote and an invoice for freelancers and tradespeople, plus a family budget spreadsheet for home.
Free, no credit card, no commitment.
- No sign-up needed
- Excel format (.xlsx)
- Required details and formulas built in
Choose your template
Invoice template
Number, dates, itemized lines, totals before tax, VAT and including tax, deposit already paid and balance due, with payment terms to fill in.
Excel file (.xlsx), free DownloadDo it online with EcomelyFamily budget spreadsheet
Income, housing, groceries, transportation, subscriptions, leisure and savings, month by month over a full year, with Left to Live On calculated automatically.
Excel file (.xlsx), free DownloadDo it online with EcomelyNo Excel? Fill in the quote template online and download the PDF
The essentials
- 01
Quote
Contact details, itemized lines, VAT, deposit and sign-off area.
- 02
Invoice
Number, dates, totals before tax, VAT and including tax, balance due.
- 03
Family budget
Income, fixed costs, variable spending and Left to Live On, month by month.
- 04
No sign-up
One click and the file is on your computer.
Getting the most from the quote and invoice templates
Start by filling in your details once (name, address, SIRET number, VAT number, required notices) in the template header, then save it as your master copy. For each client, make a copy and fill in the lines with quantities and unit prices: totals before tax, VAT and totals including tax are calculated automatically.
Remember to number your invoices in sequence, with no gaps, and keep every document you issue. In France, the required notices depend on your business status and trade, so check them on official government websites.
Managing your family budget with the spreadsheet
The budget template separates income, fixed costs (housing, energy, insurance, subscriptions) and variable spending (groceries, transportation, leisure). Your Left to Live On is calculated automatically every month.
The key is to fill it in at the start of the month with what you’ve planned, then compare it with what actually happened at the end of the month: that comparison is what helps you improve.
When a spreadsheet isn’t enough anymore
A spreadsheet works great… as long as you remember to open it. Due-date reminders, online quote signing, invoice reminders, sharing with a partner or business associate, and entering data from your phone are all much easier with a tool built for the job.
Ecomely follows exactly the same logic as these templates, online and for free: Clients & Invoices for quotes and invoices (5 free per month), Finances for your budget, and Zély to give you a heads-up before anything’s due.
Switch from spreadsheet to online tool, for free Quotes, invoices and budget in Ecomely, with reminders and online signing.
Create my free accountExcel template or online software: how to choose
Both have their place. Here’s how to tell which one suits you right now.
A few quotes a year
The Excel template is more than enough, as long as you keep a copy of every document you issue.
Several quotes a month
An online tool saves you time: saved clients, reusable lines and online signing.
Invoices that get paid late
Automatic reminders from software get you paid faster than reminders from memory.
A shared budget for two
Real-time sharing in an app means no more conflicting versions of the same file.
Out in the field
If you write quotes at the client’s home or on the job site, your phone beats a spreadsheet.
How it works
- 1
Download the template
Quote, invoice or budget, no sign-up needed.
- 2
Fill it in once
Your details and your categories.
- 3
Use it every month
One copy per document or per month.
- 4
Go online whenever you like
Ecomely follows the same logic, for free.
Who is it for?
Tradesperson just starting out
A clean quote and invoice template from your very first client.
Micro-entrepreneur in France
Numbered invoices and required notices ready to complete.
Family
A simple budget spreadsheet to check in every month.
Nonprofit
Invoice a one-off service without any software.
The Ecomely apps for this
By trade
Frequently asked questions
Are the templates really free?
Yes, you can download them for free, with no sign-up and no email address.
What format are they in?
Excel files (.xlsx), which also open in LibreOffice, Google Sheets or Numbers.
Are the required notices included?
The main notices are built into the template; complete them based on your business status and trade, and check the French rules on official government websites.
Can I create quotes online for free?
Yes: Ecomely includes 5 free quotes and invoices per month, with online signing for your client.
Does the budget template calculate Left to Live On?
Yes, it automatically calculates your Left to Live On each month based on your income and spending.
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Switch from spreadsheet to online tool, for free
Quotes, invoices and budget in Ecomely, with reminders and online signing.
Free, no credit card, no commitment.