{"product_id":"offertmall-offertkalkyl-excel-2026-2027","title":"Quote Template \u0026 Quote Calculator 2026\/2027 – Excel, Word \u0026 PDF | Swedish + English","description":"\u003csection class=\"mb-product-desc\" lang=\"en\"\u003e\n\u003cp\u003e\u003cstrong\u003eQuote Template \u0026amp; Cost Calculation 2026\/2027\u003c\/strong\u003e is a complete, editable package for those who want to provide clear quotes while maintaining control over prices, VAT, costs, and follow-up. You receive a client-ready quote in Word and PDF, a separate quote acceptance\/order confirmation, a detailed user guide, an English working document, and an Excel workbook with calculation formulas and a quote register.\u003c\/p\u003e\n\n\u003cp\u003eThe package is suitable for small business owners, contractors, consultants, service companies, and suppliers who want to work in a structured manner without an expensive quote management system. \u003cstrong\u003ePrice: 79 SEK, one-time purchase.\u003c\/strong\u003e The templates are based on Swedish conditions and need to be adapted to each assignment and client relationship.\u003c\/p\u003e\n\n\u003cnav aria-label=\"About the document template\"\u003e\u003cstrong\u003eAbout the document template:\u003c\/strong\u003e \u003ca href=\"#om-paketet\"\u003ePackage content\u003c\/a\u003e · \u003ca href=\"#offert-excel\"\u003eExcel\u003c\/a\u003e · \u003ca href=\"#offert-sa-gor-du\"\u003eHow to use\u003c\/a\u003e · \u003ca href=\"#offert-regler\"\u003eRules \u0026amp; terms\u003c\/a\u003e · \u003ca href=\"#offert-faq\"\u003eFAQ\u003c\/a\u003e · \u003ca href=\"#offert-format\"\u003eFormat\u003c\/a\u003e\u003c\/nav\u003e\n\u003cdiv style=\"border-left:4px solid #2C8A5B;background:#eaf7ef;padding:15px 18px;margin:18px 0;\"\u003e\n\n\u003cstrong\u003eLegally and technically verified: October 7, 2026\u003c\/strong\u003e\u003cp\u003eVersion 1.0 for 2026\/2027. Legal premises have been verified against the Swedish Companies Registration Office\/Verksamt and the Swedish Consumer Agency, including information on tenders, acceptance, and the Consumer Services Act. This template is not an individual legal or tax opinion.\u003c\/p\u003e\n\n\n\u003c\/div\u003e\n\n\u003ch2 id=\"om-paketet\"\u003eIncluded in the quote package\u003c\/h2\u003e\n\n\u003ctable\u003e\n\n\u003cthead\u003e\u003ctr\u003e\n\n\u003cth\u003eDocument\u003c\/th\u003e\n\n\u003cth\u003eContent and use\u003c\/th\u003e\n\n\u003cth\u003eFormat\u003c\/th\u003e\n\n\n\u003c\/tr\u003e\u003c\/thead\u003e\n\n\u003ctbody\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003e1. Quote \/ Tender\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eCustomer details, quote number, assignment description, price rows, VAT, pricing model, validity period, delivery terms, limitations, and acceptance.\u003c\/td\u003e\n\n\u003ctd\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003e2. Quote Acceptance \u0026amp; Order Confirmation\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eSeparate document with clear connection to the quote, customer acceptance, changes, final terms, and supplier confirmation.\u003c\/td\u003e\n\n\u003ctd\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003e3. Detailed user guide\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eStep-by-step, instructions for filling in, price control, legal considerations, common mistakes, archiving, and official sources.\u003c\/td\u003e\n\n\u003ctd\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003e4. Quote \u0026amp; Order Confirmation (English)\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eA supplementary English-language working document for quotes and order confirmations in a Swedish business context. Not a complete English translation of all Swedish documents.\u003c\/td\u003e\n\n\u003ctd\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003e5. Quote Calculation \u0026amp; Quote Register\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eExcel with five tabs: calculation, quote register, follow-up, overview, and instructions and sources.\u003c\/td\u003e\n\n\u003ctd\u003eExcel (XLSX)\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\n\u003c\/tbody\u003e\n\n\n\u003c\/table\u003e\n\n\u003cp\u003e\u003cstrong\u003eTotal of 9 delivery files:\u003c\/strong\u003e four DOCX, four searchable PDF, and one XLSX, collected in a ZIP file. All main documents are in Swedish and a shorter English working document is included.\u003c\/p\u003e\n\n\u003ch2\u003eWho is the quote template suitable for?\u003c\/h2\u003e\n\n\u003cp\u003eIt is particularly useful for \u003cstrong\u003econtractors and service companies\u003c\/strong\u003e that specify labor and materials; \u003cstrong\u003econsultants\u003c\/strong\u003e with service descriptions, deliverables, and hourly rates; \u003cstrong\u003esuppliers and trading companies\u003c\/strong\u003e with items, quantities, and discounts; as well as \u003cstrong\u003esmall businesses and associations\u003c\/strong\u003e that need a consistent quoting process. For larger contracts, public procurement, or complex international VAT, you will need supplementary industry terms or professional advice.\u003c\/p\u003e\n\n\u003ch2 id=\"offert-excel\"\u003eExcel calculation with price, VAT, and internal margin\u003c\/h2\u003e\n\n\u003ctable\u003e\n\n\u003cthead\u003e\u003ctr\u003e\n\n\u003cth\u003eExcel sheet\u003c\/th\u003e\n\n\u003cth\u003eWhat can you do?\u003c\/th\u003e\n\n\n\u003c\/tr\u003e\u003c\/thead\u003e\n\n\u003ctbody\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eQuote calculation\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003e40 quote items with type, description, quantity, unit price, discount, internal cost, and VAT per row. Automatic calculation of net price, VAT amount, gross price, and internal contribution margin.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eQuote register\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003e80 rows for sent quotes, customer, validity period, quote value, responsible party, and status: draft, sent, negotiation, accepted, etc.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eFollow-up\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003e80 activities to track next customer contact, responsible party, priority, and implementation.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eOverview\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eDashboard with number of quotes, accepted\/rejected quotes, quote values, win rate, and open activities.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003e\u003cstrong\u003eInstructions\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eFill-in guide, explanation of formulas, risks, and relevant sources.\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\n\u003c\/tbody\u003e\n\n\n\u003c\/table\u003e\n\n\u003cp\u003eExcel handles \u003cstrong\u003eVAT rates per row\u003c\/strong\u003e instead of locking all products and services to 25%. You must personally select the correct tax rate and check if special VAT rules apply. A missing VAT rate will not provide a correct gross price. Discount is entered as a decimal, for example \u003cstrong\u003e0.10 for 10%\u003c\/strong\u003e.\u003c\/p\u003e\n\n\u003cp\u003e\u003cstrong\u003eImportant:\u003c\/strong\u003e The calculation's internal costs and margins are confidential working data – do not send the entire Excel workbook to the customer. Copy the reviewed customer amounts to the Word quote. Excel is not an accounting system, does not generate invoices, and does not send reminders automatically. ROT\/RUT, reverse VAT, foreign VAT, and special tax rules are not calculated automatically.\u003c\/p\u003e\n\n\u003ch2 id=\"offert-sa-gor-du\"\u003eHow to use the quote template – from calculation to accepted quote\u003c\/h2\u003e\n\n\u003col\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eGather the supporting data.\u003c\/strong\u003e Enter company name, organization number, customer, scope, costs, delivery time, and what is expressly not included.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eCalculate in Excel.\u003c\/strong\u003e Register each item with quantity, unit price, and any internal cost. Enter the correct VAT rate per item and check the summation.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eChoose the correct pricing model.\u003c\/strong\u003e Fixed price, approximate price, or time and materials have different consequences. State the pricing model explicitly and do not write contradictory terms.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eFill in the Word quote.\u003c\/strong\u003e Transfer customer details, specified items, and the customer's total price. For consumers, the price information including VAT must be clear.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eSet validity period.\u003c\/strong\u003e Check when and how the quote is to be accepted, start and delivery times, and payment terms.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eSend the customer version.\u003c\/strong\u003e It is recommended to save Word as PDF, review the file, and send only customer documents – never an internal calculation by mistake.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eDocument acceptance.\u003c\/strong\u003e Use acceptance\/order confirmation to link the accepted scope to the correct quote number and version. Customer changes may be a new tender.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eFollow up.\u003c\/strong\u003e Register the quote in Excel, note the customer's decision, and the next activity. Archive the final documents and relevant communication.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\n\u003c\/ol\u003e\n\n\u003ch2 id=\"offert-regler\"\u003eWhat are the legal rules for quotes and tenders?\u003c\/h2\u003e\n\n\u003cp\u003eA quote is an offer of goods or services with terms. \u003ca href=\"https:\/\/verksamt.se\/avtal-fakturering\/offert-och-anbud\"\u003eVerksamt.se\u003c\/a\u003e states that a quote should normally include what is being offered, price, VAT, and delivery and payment terms. It is important to specify a \u003cstrong\u003evalidity period\u003c\/strong\u003e. A clean acceptance can lead to a binding contract, while a response with changes may be considered a new tender.\u003c\/p\u003e\n\n\u003cp\u003eIf a consumer purchases a service within the scope of the \u003cstrong\u003eConsumer Services Act (1985:716)\u003c\/strong\u003e, there is mandatory consumer protection. For an approximate price estimate, as a general rule, it may not be exceeded by more than 15 percent, subject to permitted exceptions or special agreements under the law. A fixed price may not be increased without reason, and additional work needs to be handled correctly. Read the \u003ca href=\"https:\/\/www.konsumentverket.se\/marknadsratt-foretag\/konsumenttjanstlagen-for-foretag\/\"\u003eSwedish Consumer Agency's guidance for businesses\u003c\/a\u003e.\u003c\/p\u003e\n\n\u003cp\u003eThere are differences between providing a quote to another business and to a private individual. For consumers, clear price information including VAT is particularly important. A quote template cannot alone determine the correct VAT rate or if a specific deduction is allowed. Check your tax rules and current conditions separately.\u003c\/p\u003e\n\n\u003cdiv style=\"background:#fff5d9;border-left:4px solid #D5A632;padding:15px 18px;margin:18px 0;\"\u003e\n\n\u003cstrong\u003eNote before use:\u003c\/strong\u003e A downloaded quote is not automatically suitable for a procurement, a large contract, or an area with special form requirements. The Consumer Services Act does not generally apply between two businesses. No quote template can guarantee that the contract terms are appropriate for your specific business. Seek qualified help where risks or amounts justify it.\u003c\/div\u003e\n\n\u003ch2\u003eCommon mistakes to avoid\u003c\/h2\u003e\n\n\u003cul\u003e\n\n\u003cli\u003eSending prices excluding VAT to a consumer without clear information about the total price.\u003c\/li\u003e\n\n\u003cli\u003eUsing standard VAT on all rows even if the conditions might vary.\u003c\/li\u003e\n\n\u003cli\u003eForgetting scope, limitations, or terms for materials, additional work, and delivery.\u003c\/li\u003e\n\n\u003cli\u003eOmitting the expiry date and handling acceptance unclearly.\u003c\/li\u003e\n\n\u003cli\u003eMixing internal cost calculation and the customer's quote.\u003c\/li\u003e\n\n\u003cli\u003eThinking that a quote is an invoice or that values in the quote register are booked sales.\u003c\/li\u003e\n\n\u003cli\u003eProviding an approximate price estimate without understanding the rules for consumer services.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003ch2 id=\"offert-faq\"\u003eFrequently asked questions\u003c\/h2\u003e\n\n\u003ch3\u003eCan I use the quote template for both private individuals and businesses?\u003c\/h3\u003e\n\n\u003cp\u003eYes, but terms and price information must be adapted to the customer type. For services to consumers, the Consumer Services Act may be mandatory.\u003c\/p\u003e\n\n\u003ch3\u003eDoes Excel calculate prices and VAT automatically?\u003c\/h3\u003e\n\n\u003cp\u003eYes, after you enter price, quantity, any discount, and the correct VAT rate per row. You are responsible for ensuring the chosen VAT setup fits the specific sale.\u003c\/p\u003e\n\n\u003ch3\u003eAre ROT and RUT deductions included?\u003c\/h3\u003e\n\n\u003cp\u003eNo. These have special rules and require verification of, among other things, eligible work and the customer's conditions. The calculation does not perform automatic ROT\/RUT deductions.\u003c\/p\u003e\n\n\u003ch3\u003eIs the quote a binding contract?\u003c\/h3\u003e\n\n\u003cp\u003eA quote can be binding for the offeror during the validity period, and a clean acceptance can create a contract. The consequences depend on the parties' terms, circumstances, and relevant legislation.\u003c\/p\u003e\n\n\u003ch3\u003eWhat does contribution margin mean in Excel?\u003c\/h3\u003e\n\n\u003cp\u003eThe difference between net revenue and specified internal row costs. It is a simplified internal metric, not booked profit or a complete cost outcome.\u003c\/p\u003e\n\n\u003ch3\u003eIs there an English version?\u003c\/h3\u003e\n\n\u003cp\u003eYes, a supplementary English Quote \u0026amp; Order Confirmation is included, intended for use in a Swedish business context. Other main documents and the guide are in Swedish.\u003c\/p\u003e\n\n\u003ch3\u003eHow are the files delivered?\u003c\/h3\u003e\n\n\u003cp\u003eAs a digital ZIP package with editable Word and Excel files as well as searchable PDFs. Shopify requires the ZIP file to be linked in Digital Products for automatic download delivery to occur after purchase.\u003c\/p\u003e\n\n\u003ch2 id=\"offert-format\"\u003eFile format and delivery\u003c\/h2\u003e\n\n\u003cp\u003e\u003cstrong\u003eWord (DOCX) + PDF + Excel (XLSX)\u003c\/strong\u003e. A total of nine files: four Word files, four PDF files, and one Excel workbook with five sheets. The files can be edited offline in compatible software; PDF is used for printing and distribution. Digital product, no physical shipping.\u003c\/p\u003e\n\n\u003ch2\u003eOfficial sources and further reading\u003c\/h2\u003e\n\n\u003cul\u003e\n\n\u003cli\u003e\u003ca href=\"https:\/\/verksamt.se\/avtal-fakturering\/offert-och-anbud\"\u003eVerksamt\/Tillväxtverket – Quote and tender\u003c\/a\u003e\u003c\/li\u003e\n\n\u003cli\u003e\u003ca href=\"https:\/\/www.konsumentverket.se\/marknadsratt-foretag\/konsumenttjanstlagen-for-foretag\/\"\u003eSwedish Consumer Agency – Consumer Services Act for businesses\u003c\/a\u003e\u003c\/li\u003e\n\n\u003cli\u003e\u003ca href=\"https:\/\/www.konsumentverket.se\/varor-och-tjanster\/anlita-hantverkare\/\"\u003eSwedish Consumer Agency – Hiring contractors\u003c\/a\u003e\u003c\/li\u003e\n\n\u003cli\u003e\u003ca href=\"https:\/\/www.riksdagen.se\/sv\/dokument-och-lagar\/dokument\/svensk-forfattningssamling\/konsumenttjanstlag-1985716_sfs-1985-716\/\"\u003eThe Riksdag – Consumer Services Act (1985:716)\u003c\/a\u003e\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003cp\u003e\u003csmall\u003eDisclaimer: The package is a standardized document template and an administrative tool. It does not replace individually designed contracts, industry-specific terms, or legal, tax, or accounting advice.\u003c\/small\u003e\u003c\/p\u003e\n\n\u003c\/section\u003e","brand":"Svenska Dokumentmallar","offers":[{"title":"Default Title","offer_id":55644512387414,"sku":"OFFERT-ANBUDSKALKYL-2027","price":79.0,"currency_code":"SEK","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0827\/2373\/3846\/files\/01_offertmall_anbudskalkyl_2027_hero_90af807f-307e-408d-9bd8-5b35cdbef0b0.png?v=1791426678","url":"https:\/\/mallbutiken.se\/en\/products\/offertmall-offertkalkyl-excel-2026-2027","provider":"Mallbutiken","version":"1.0","type":"link"}