The template works with both the Microsoft Store edition and the desktop edition of the app. Make sure you have installed one of them.
How to use:
This is a slightly modified version of the General Estimate Template (c2034). In this template, all fields and columns are manually editable, except the subtotal, tax, and grand total fields, which are calculated using Excel formulas.
Note that estimates and quotes are different business documents. It is important to clearly identify the document type on the header, whether it is a quote or an estimate. It is also useful, at least in some business areas, to include an expiration date on the document if your prices are subject to change at any time.
In this sample, we added it as a custom field called "ExpiryDate". This field is defined as "text (100)" in the backend Access database, and the corresponding cell is named "oknExpiryDate" on the top quote form.
As an Excel spreadsheet template, we use Excel formulas to calculate the subtotal, tax, and total. For example, for the subtotal field, the Excel formula assigned looks like this: