Batch Merge
Free Client Quote Template for Google Docs (Mail Merge Ready)
An itemized quote template with descriptions, quantities, unit prices, and a validity period. Copy it into a Google Doc, connect your Google Sheet, and generate a ready-to-send quote for every client in one click.
The template
Everything in {{double braces}} is a merge tag. Each tag matches a column header in your Google Sheet, and Batch Merge fills in the value from each row automatically — one finished quote per row.
Tip: let Sheets do the math. Keep Subtotal as the raw sum, then compute Tax = =G2*0.0825, Total = =G2+H2, and Valid Until = =D2+30 for an automatic 30-day validity window. Format the columns as currency and dates — Batch Merge inserts the displayed value.
Set up your Google Sheet
Create one column per merge tag. Column headers must match the tag names exactly (they're case-sensitive). Each row becomes one quote:
| Client Name | Client Company | Quote Number | Quote Date | Valid Until | Line Items | Subtotal | Tax | Total | Prepared By | Your Company Name | Your Email |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Rachel Ito | Bluestem Cafe | Q-3107 | Jul 8, 2026 | Aug 7, 2026 | Logo redesign · 1 · $900.00 Menu layout (print) · 2 · $250.00 Window signage · 1 · $480.00 | $1,880.00 | $155.10 | $2,035.10 | Marcus Reid | Brightpath Studio | hello@brightpath.co |
| Owen Delacroix | Summit Property Group | Q-3108 | Jul 9, 2026 | Aug 8, 2026 | Drone photography · 4 sites · $350.00 Photo editing · 4 · $75.00 | $1,700.00 | $140.25 | $1,840.25 | Priya Shah | Brightpath Studio | hello@brightpath.co |
The Line Items column holds the whole itemized list in a single cell — one line per item with description, quantity, and unit price. Press Ctrl+Enter (⌘+Enter on Mac) to add a line break inside the cell; Batch Merge preserves those line breaks in the generated document.
Generate one quote per row
Copy the template into a Google Doc. Click Copy template above, paste into a new Doc, and style it however you like — fonts, colors, your logo. Tags survive formatting.
Install Batch Merge free from the Google Workspace Marketplace, then open your sheet and choose Extensions → Batch Merge → Open Batch Merge.
Pick your template. Select the quote Doc with the file picker. Batch Merge scans it and shows every tag as a pill — green when it matches a column header, amber when it doesn't. Fix any amber pills by renaming columns or tags.
Choose PDF output and run. Pick PDF (or DOCX / Google Doc), choose a Drive folder, and click Run. Batch Merge writes a status per row and a Merge Log so you always know which quotes were generated.
On the free plan you get 25 merge runs per month — each run can process your whole sheet, so one click covers every open quote request. Email delivery (send each quote straight to the client), scheduling, and Google Slides templates are on Pro.
FAQ
How do I fit multiple line items into one cell?
Type the first item, press Ctrl+Enter (⌘+Enter on Mac) for a line break, and keep going — one line per item, e.g. Logo redesign · 1 · $900.00. Batch Merge inserts the cell exactly as written, line breaks included, wherever the {{Line Items}} tag sits.
Can the line items go in a real table with aligned columns?
Yes. In the Doc, build a table with Description / Qty / Unit Price / Amount columns and use per-item tags like {{Item 1}}, {{Qty 1}}, {{Price 1}}, one row per item. Add matching columns in the sheet — rows a quote doesn't need can simply be left blank.
How do I turn an accepted quote into an invoice?
Keep the same sheet. When a client approves, add invoice columns (Invoice Number, Due Date, and so on) and run a second merge against our invoice template — the client and pricing details are already in the row.
Related templates
Generate every quote in one click
Batch Merge is free to install — 25 merge runs per month, no credit card.
Install Batch Merge Free