{"title":"Business templates","description":"\u003cp\u003eDownloadable planning tools for small service businesses. Check each listing for file formats and software requirements.\u003c\/p\u003e","products":[{"product_id":"event-quote-profit-kit","title":"Event Quote \u0026 Profit Kit","description":"\u003cp\u003e\u003cstrong\u003eCheck your event price before you send a quote.\u003c\/strong\u003e This is an Excel workbook for balloon decorators and small party-service businesses. Fill it in before agreeing to a job to estimate supplies, paid help, travel and the value of your own time. Use those figures to review a price and prepare a customer quote.\u003c\/p\u003e\u003ch2\u003eStart with one event and two worksheets\u003c\/h2\u003e\u003col\u003e\n\u003cli\u003e\n\u003cstrong\u003eMake a copy of the workbook.\u003c\/strong\u003e Keep the original template for your next event.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eOpen Job Planner.\u003c\/strong\u003e Replace the blue sample inputs with the costs and hours you expect for this event. Review the calculated price guide and any warnings. The guide depends on your assumptions; it does not know what a customer will pay.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eOpen Client Quote.\u003c\/strong\u003e Add the customer and event details, describe exactly what is included, review the linked totals, then export only this worksheet as a PDF for the customer.\u003c\/li\u003e\n\u003c\/ol\u003e\u003cp\u003e\u003cstrong\u003eWhy use it?\u003c\/strong\u003e To see whether a proposed price covers the whole job, including time spent answering inquiries, preparing, driving, setting up and cleaning up. You can leave Inquiry Tracker, Reply Templates and Job Review until you need them. Start with the quote.\u003c\/p\u003e\u003ch2\u003eWhat is included\u003c\/h2\u003e\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eJob Planner:\u003c\/strong\u003e editable materials, paid labor, owner time, revisions, setup, teardown, travel, vehicle and overhead allowances.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePricing calculator:\u003c\/strong\u003e payment-fee assumptions, target margin, discounts, manual tax amount, price override, deposit planning and warning messages.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eClient Quote:\u003c\/strong\u003e editable business, customer and scope details with totals linked to the planner. Export this sheet to a customer PDF.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eInquiry Tracker:\u003c\/strong\u003e 20 starting lead rows, stage dropdowns, next-action dates and follow-up flags.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eSix reply templates:\u003c\/strong\u003e new inquiry, missing details, quote delivery, follow-up, scope revision and payment status.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eJob Review:\u003c\/strong\u003e compare actual costs and revenue with your saved estimate.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eThree-page quick-start guide:\u003c\/strong\u003e a practice workflow, worked fictional example and instructions for keeping internal information private.\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch2\u003eFiles and requirements\u003c\/h2\u003e\u003cp\u003eYour download includes a six-sheet Excel-format workbook (.xlsx) and a three-page PDF quick-start guide. Digital files only; no physical product. Examples and currency formatting use USD. A desktop spreadsheet application that supports .xlsx is required; software is not included. Opening the workbook and a linked pricing calculation have been checked in Microsoft Excel on a Mac. Apple Numbers and Google Sheets compatibility have not been verified. No macros or external data connections.\u003c\/p\u003e\u003ch2\u003eHow to use it\u003c\/h2\u003e\u003cp\u003eSave a copy for each event, replace the blue inputs, review your price and export only the Client Quote sheet. The workbook does not send messages, book dates, collect payments or calculate sales tax. You enter and verify your own figures and terms.\u003c\/p\u003e\u003ch2\u003eScope of purchase\u003c\/h2\u003e\u003cp\u003eFor one business and its internal team. You may create completed customer quote PDFs; do not resell or redistribute the editable template or guide. Custom setup, bookkeeping, tax advice and legal terms are not included. All preview figures are fictional examples. No sales or profit outcome is promised.\u003c\/p\u003e","brand":"My Store","offers":[{"title":"Default Title","offer_id":47661210337334,"sku":"EVENT-KIT-001","price":39.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0776\/4118\/7382\/files\/event-kit-job-costs.png?v=1788911385"}],"url":"https:\/\/daybrightgoods.com\/collections\/business-templates.oembed","provider":"Daybright Goods","version":"1.0","type":"link"}