Service Proposal Template with Checkbox Column

The layout of this service proposal template is similar to c4009 service proposal template. While it does not include major changes to the proposal form layout, we take a closer look at how the checkboxes work on the Excel form.

The following document was originally published on office-kit.com for the proposal and quote template C4-009. We revisited and published it here on InvoicingTemplate.com.

This template provides a sample of creating a service proposal template/service quote template from the default invoice template shipped with the installer program of Invoice Manager for Excel. As a service proposal template/service quote template, it does not contain "Ship To" fields. The most specific feature of this template is that it offers a checkbox column, which you can check/uncheck on various service items so that your customers can see what the totals would be for those particular items only.

The layout of the proposal template

This template was created with consideration for a service company who installs lights for customers. The company does not want to show Invoice# (i.e. proposal# or quote# in this case), customer# on the printable form, so these fields are move out of the Print_Area. The Invoice Date field remains inside the Print_Area, but with a new label "Proposed", indicating the date of the proposal or quote.

The main form body contains 4 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 on the form body are manually editable - the template does not calculate Line Total from Quantity and Unit Price, but it can easily be modified by using Excel formulas to calculate Line Total from Quantity and Unit Price.

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 on the bottom of the proposal or quote, which is a custom field. Since the checkboxes are located inside Print_Area, they will be included on printed invoices, as well as the extracted Excel document.

The Key Points to Implement the Checkboxes

As described above, the checkboxes should be included in the extracted version of proposals or quotes.

• Since Invoice Manager for Excel removes all the ActiveX controls and form controls except those have specific prefixes in their names, you should name the checkboxes oknWidget_1, oknWidget_2, oknWidget_3, and so on. See How to Create Invoice Template for the details.
• In order to be able to save a proposal or quote to database and reload it at a later time, the value of the checkboxes should be saved to the backend database too. To implement this, the values of the checkboxes are linked to Excel cells, and the cells being linked are defined as custom fields.

  To link a checkbox to an Excel cell:

  1. Make sure the sheet is unprotected. To do this, click the "Design Mode" button on the "Invoice" ribbon tab.
  2. Right-click the checkbox, choose Properties.
  3. Find the LinkedCell property; enter the cell name to which the current checkbox is linked
  4. Once done, exit design mode and save the template

The "TOTAL OF ITEMS SELECTED:" on the bottom of the proposal form calculates line totals of all items where the checkbox is checked. The Excel formula used is:

=SUMIF(oknSelected_1:oknSelected_16,TRUE,oknLineTotal_1:oknLineTotal_16)+
SUMIF(oknSelected_1:oknSelected_16,-1,oknLineTotal_1:oknLineTotal_16)

Custom fields

The following chart details all the custom fields used in this template.

Note

Customer Name is a required field. You can fill it with a fixed value such as "A" using Excel formula. If you don't want the Customer Name to appear on the printed invoices, you can even move the cell out of the Print_Area.