Download the workbook
Best option for Excel or Google Sheets. It includes example rows, status dropdowns, and overdue highlighting.
Download XLSXQQuoteChaseFree spreadsheet
Free quote follow-up spreadsheet template.
Download a practical tracker for open estimates, overdue follow-ups, quote value, notes, and lost reasons. Use it in Google Sheets or Excel.
Start free for 14 daysPlain CSV fallback
Use this if you want a simple import file. CSV files cannot carry conditional formatting or dropdowns.
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When sorting rows becomes the work, move open quotes into a daily board that shows what needs attention today.
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Built for open estimates, not generic task tracking.
The template keeps quote value, next follow-up date, status, and lost reason in the same row so a contractor can scan open work quickly.
Included columns
- Customer
- Contact information
- Service
- Quote value
- Date sent
- Last contacted
- Next follow-up
- Status
- Notes
- Lost reason
Overdue rule
The workbook highlights rows where the next follow-up date is before today and the quote is not marked won or lost.
How to use it in Google Sheets
Download the XLSX, open Google Sheets, choose File, Import, and upload the workbook. Keep one row per sent estimate.