Choose or design the layout
Start with a template idea or build your own document layout in the editor.
Quote template that connects to your spreadsheet.
Create quote PDFs from Excel or CSV rows by mapping customer, item, price, quantity, and expiration columns into a reusable quote layout.
Quote numberCustomer nameItem descriptionQuantityUnit priceValid until
What this template is for
A quote template is useful when you send similar pricing documents to many customers but the names, items, and totals change each time. CSVLink lets you keep one quote layout and replace the details from your spreadsheet.
Spreadsheet columns you can map
Use these as starter columns, then rename or add fields based on your own workflow.
| Column | How it is used in the template |
|---|---|
| Quote Number | A unique quote or estimate ID. |
| Customer Name | The recipient or company receiving the quote. |
| Item / Service | The product, package, or service being quoted. |
| Quantity | How many units, hours, or packages are included. |
| Unit Price | The price for each item or service. |
| Valid Until | The quote expiration date or deadline. |
How it works in CSVLink
Upload Excel or CSV
Import your spreadsheet and connect columns to fields in the template.
Preview and export
Review the mapped document, then export personalized files from your data.
Common use cases
Sales quotes for many prospects
Use the same template structure while replacing the variable details from your Excel or CSV file.
Service estimates from a pricing sheet
Use the same template structure while replacing the variable details from your Excel or CSV file.
Proposal summaries for repeatable packages
Use the same template structure while replacing the variable details from your Excel or CSV file.
Frequently asked questions
Can I generate multiple quotes from one spreadsheet?
Yes. Each row can become a personalized quote PDF when mapped to the quote template fields.
Can I use my own quote layout?
Yes. You can design a layout in CSVLink or import a one-page PDF and place mapped fields on top.
Does CSVLink send the quote to customers?
No. CSVLink creates downloadable files from your spreadsheet data. You decide how to send them.
Related CSVLink template guides
Build documents from your spreadsheet.
Open CSVLink, upload a sample spreadsheet, map your fields, and export a test file.