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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:

  1. Download the EXE package.
  2. Double-click to extract the files into a folder. Make sure you have full access privileges to the folder, such as a subfolder inside “My Documents”.
  3. Open the template.
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License: Private Use (not for distribution or resale). See our Terms of Use.


Service Proposal Template with Checkbox Column


The layout of this service proposal template is similar to the service proposal template (c4009). It demonstrates how to use checkboxes on the Excel sheet.

This template was created with consideration for a service company that installs lights for customers. The form contains four columns. The first column is "Room#", indicating the room where the rights should be installed. The other columns are "Description", "Quantity", and "Line Total". All the fields are editable. That is, it doesn't calculate "Line Total".

Between "Room" and "Description", there is a column of checkboxes. If you check a box, the "Line Total" on the current line is added to the "TOTAL OF ITEMS SELECTED" cell at the bottom of the proposal.

The formula for the "TOTAL OF ITEMS SELECTED:" cell is:


The following chart details all the custom fields.

Table nameField nameField typeComment
InvHdrDaysDecimal(12,2)The number of days to complete the job.
InvHdrSelectedTotalDecimal(12,2)The sum of all the selected service items.
InvBdyRoomText(60)The place to do the job.
InvBdySelectedIntegerIs the current service item selected?

Format and Specification

Belongs to
Format (XLS or XLSX).xlsx
Line Height (Points)24.00
Print Area$F$3:$O$41
Papaer Size / OrientationPortrait
Default Margins (Points)
PriceFree (0.00USD)


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