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Screenshots and Images
The printed version.
Open the template in Excel.
This free quotation and estimation template in Microsoft Excel ".xlsx" format provides a sample of customizing the default invoice template shipped with Invoice Manager for Excel. It implements a special / complex discounting model to meet practical business requirements.
The discounting calculations in this template is built specially for a real business. It may not be suitable for you, but it is a good sample on how to customize the invoice template shipped with Invoice Manager for Excel. For more samples on quotations and estimations, visit Estimate Templates.
This template is created for businesses who sell goods. For a job estimating and quoting template, visit Job Estimate Template for Excel. For a general estimate template, see General Estimate Template.
The template includes 9 columns. The first two columns are titled with "PACKAGE", under which two columns allows you to enter number of packages, and the package type that is implemented as a drop-down list with 3 options - "BOX", "S.BOX" and "GUDDI". Followed are the columns "BOX No.", "Description", "Per", "Quantity", "Unit Price", "Line Total" and "LESS".
The value of the "Quantity" is calculated using an Excel formula like this, where "_?" is the line number:
"Unit Price" is a manually editable field. "Line Total" is also a calculated field, which looks like this (again, "_?" indicates line numbers):
The formula for "Line Total" incorporates both the auto-calculated portion, and the manually fillable field ("oknLineTotalManual_?" fields, placed outside the printable area, which means it is manually editable on creating invoices / estimations, but will not be included on printable invoices).
The "LESS" is also a manually editable field, which is designed as a percentage value.
On the bottom of the form, you'll find the usual "Subtotal", "Discount" and "Total" fields. There is also the "Last Balance" field and the "Total Due" cell. The "Last Balance" cell has its field name set to "oknAccountBalance", which is filled whenever you fill in the quotation form / estimation form with an existing client by using the on-sheet picker button, you by enter the client# into the "Customer#" cell (also located outside of the printable quotation form, at $U$2). See Invoice with Previous Balance (Sales) and Invoice with Previous Balance (Service) for more information on how to show previous balance on the form. The "Total Due" is the sum of the previous account balance and the total of the current quotation.
As detailed above, this free quotation form is not general / common format that is suitable for general business. Another example of this is that it includes no visible seller company information on the printable form, except the logo image. You may not be able to apply this template to your own business without modifications, but it does demonstrate some ideas on how the template could be customized without breaking the support from Invoice Manager for Excel.
Format and Specification
|Name||Excel Quotation Template|
|Category||Other Invoice Template|
|Release Date||Friday, February 10, 2017|
|Format (XLS or XLSX)||.xlsx|
|Line Height (Points)||15.75|
|Papaer Size / Orientation||Portrait|
|Default Margins (Points)|
|System||Windows 7 and later, and Excel 2007 and later.|