Price book template
A price book template for manufacturers.
A price book is easiest to quote from when every sheet follows a few conventions. This template is laid out the way most door, window, louver and grille books already are, with the details that let it convert cleanly into a configurator.
Updated
FREE TEMPLATE · EXCEL
Download the price book template
- Read meWhat each sheet holds and the units it understands
- SeriesModels with their smallest and largest sizes
- Size pricesStacked grids with a blank corner, N/A and footnotes
- AddersEach, per sq ft, per LF, % of door and per order
- RulesLimits, allowed and forbidden choices, reviews
What’s in the template
A Series sheet with each model and its smallest and largest sizes; a Size prices sheet with a width × height grid per series; an Adders sheet with every option, its amount and its unit; a Rules sheet for limits and exclusions; and a Read me sheet that explains each one. The example prices are illustrative.
Size grids that stay readable
One grid per series, under a title that names the series, with the top-left cell left blank. Widths go across and heights down, in feet-inches or inches. Write N/A where a size isn’t made rather than leaving the cell empty, and put footnotes, such as minimums and engineering limits, directly under the grids.
Adders with a unit on every row
List each option as Option, Description, Adder and Unit. The template shows the units price books use: each, per sq ft, per LF perimeter, a percentage of the door, and once per order. A unit on every row is what lets an estimator, or software, price the option without guessing.
Rules as rows, not prose
Write limits and exclusions as rows: the field, the operator (max, allow, forbid or review), the value, the message a salesperson sees, and the condition that switches the rule on, such as fire_label = 90 min. A footnote in prose is easy to miss; a row can be checked.
Publishing updates
Keep one workbook per product family and change it in place for each price update, so the layout stays the same from one edition to the next. Recalculate and save it in Excel before you send it out, so every formula has its result saved.
From the price book to quotes
Upload the workbook to ReadyVariant as it is. Each sheet is proposed as a conversion you confirm, you check it against prices you already know, and it becomes a configurator that prices schedules line by line. This template imports without changes.
Common questions
What should a manufacturer’s price book include?
The models you sell with their size limits, a price for each size (a grid or a rate), every option with its amount and unit, the rules that limit combinations, and the terms: minimums, freight and lead times.
Should sizes be in feet-inches or inches?
Either, as long as each grid is consistent. Door books usually print 3'0"; many window books use inches.
Can I publish the price book as a PDF?
Yes. Send the PDF to customers and keep the Excel file as the master. ReadyVariant can read a text-layer PDF too, but the Excel file converts with the least checking.
See it with your own data.
Start with one spreadsheet and a result you already know.