DoneQuote vs Word & Excel
Keep your price list. Skip copying old quotes.
Bring your spreadsheet prices into DoneQuote. Describe the job, review the AI draft and send an approval link. Customer choices, revisions and reminders stay with the quote.
First 10 sent quotes free · No credit card
When to use documents or a quoting tool
DoneQuote
- Your catalog, set up for you
- AI drafts. You review and send.
- Options and reminders on Pro
Word & Excel
- Word templates and spreadsheet prices
- Copilot writing where your plan includes it
- Your own approval and follow-up process
Less work between request and approval
- AI-drafted line items
DoneQuote
Describe the job. AI drafts line items from your catalog and job details; you review and send.
Word & Excel
Copilot can draft document text. You manage spreadsheet prices and assemble the quote workflow.
- Assisted website + price list setup
DoneQuote
Hand over your website and price list as a spreadsheet, CSV or PDF. DoneQuote sets up the account for you.
Word & Excel
Use an existing quote template and spreadsheet price list.
- AI collects job details from customers
DoneQuote
Business includes AI intake chat: customers answer questions and a complete request can become a draft.
Word & Excel
Collect job details through your email, forms or other tools.
- Customer choices on the first paid plan
DoneQuote
Included on Pro: customer-selectable packages and optional extras.
Word & Excel
Describe alternatives in the document; record the customer’s choice yourself.
- Automatic reminders on the first paid plan
DoneQuote
Included on Pro: one automatic reminder before expiry, plus manual follow-up.
Word & Excel
Track replies and arrange reminders through your own process.
- Photos alongside your quote
DoneQuote
Share quote photos and files. Customers can reply with their own in the quote conversation.
Word & Excel
Include photos in the document or share them alongside it.
- Online quote approval
DoneQuote
Customers approve from a link. Their selected options are saved with the approved version.
Word & Excel
Share a file or document link, then retain the customer’s acceptance separately.
- Pricing
DoneQuote
Pro: $119/month, or $99/month billed yearly.
Business: $349/month, or $299/month billed yearly. Adds AI intake.
Word & Excel
Depends on your Office or Microsoft 365 setup. An existing license may add no new subscription cost.
| What matters | DoneQuote | Word & Excel |
|---|---|---|
| AI-drafted line items | Describe the job. AI drafts line items from your catalog and job details; you review and send. | Copilot can draft document text. You manage spreadsheet prices and assemble the quote workflow. |
| Assisted website + price list setup | Hand over your website and price list as a spreadsheet, CSV or PDF. DoneQuote sets up the account for you. | Use an existing quote template and spreadsheet price list. |
| AI collects job details from customers | Business includes AI intake chat: customers answer questions and a complete request can become a draft. | Collect job details through your email, forms or other tools. |
| Customer choices on the first paid plan | Included on Pro: customer-selectable packages and optional extras. | Describe alternatives in the document; record the customer’s choice yourself. |
| Automatic reminders on the first paid plan | Included on Pro: one automatic reminder before expiry, plus manual follow-up. | Track replies and arrange reminders through your own process. |
| Photos alongside your quote | Share quote photos and files. Customers can reply with their own in the quote conversation. | Include photos in the document or share them alongside it. |
| Online quote approval | Customers approve from a link. Their selected options are saved with the approved version. | Share a file or document link, then retain the customer’s acceptance separately. |
| Pricing | Pro: $119/month, or $99/month billed yearly. Business: $349/month, or $299/month billed yearly. Adds AI intake. | Depends on your Office or Microsoft 365 setup. An existing license may add no new subscription cost. |
In practice
From your spreadsheet to an approved quote
Reuse your price list
Hand over your website and price list as a spreadsheet, CSV or PDF. DoneQuote builds the account and emails you when it is ready.
Keep services and rates in spreadsheet rows. You decide how those prices are used in each quote document.
Review a drafted quote
Describe the job, paste a request or attach a photo. Check the drafted scope, quantities and prices before sending; missing prices and AI estimates need your review.
Start with your template, or ask Copilot in Word to draft and refine content where your subscription supports it. Review the document and its figures before sharing.
Keep revisions tied to approval
Send a revised quote as a new version. The customer approves a specific version with their chosen packages and extras.
Edit the document and share the revised file or link. In a manual document workflow, you keep track of which version the customer accepted.
Crystal Clear Cleaning
#2024-019
Total
$272
Follow up from the quote
One automatic reminder goes out before the quote expires. You can also send a manual follow-up from the quote.
In a manual Word or Excel workflow, you track replies and send reminders through your email or other tools. The document is only one part of that process.
Customer link
Start with the spreadsheet you already use
Hand over your price list for setup, then try a new job in DoneQuote. Existing Word documents and spreadsheets stay in your files; importing prices does not migrate previous quotes or their approvals.
This comparison is published by DoneQuote. It compares a manual Word and Excel quoting workflow, with Microsoft Copilot availability checked September 9, 2026. Custom integrations and automations vary by setup. If something here is wrong or out of date, tell us and we will fix it.
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