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Screenshots and Images
The printed version.
Open the template in Excel.
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. 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 Print_Area. The field remains inside the , but with a new label " ", indicating the date of the proposal or quote.(i.e. or in this case), on the printable form, so these fields are move out of the
The main form body contains 4 columns. The first column is editable - the template does not calculate from and , but it can easily be modified by using Excel formulas to calculate from and ., indicating the room where the rights should be installed. The other columns are , and . All the fields on the form body are manually
Betweenand there is a column of checkboxes. If you check a box, the on the current line is added to the " " cell on the bottom of the proposal or quote, which is a custom field. Since the checkboxes are located inside , 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 How to Create Invoice Template for the details. removes all the ActiveX controls and form controls except those have specific prefixes in their names, you should name the checkboxes , , , and so on. See
- 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:
- Make sure the sheet is unprotected. To do this, click the "Design Mode" button on the "Invoice" ribbon tab.
- Right-click the checkbox, choose .
- Find the property; enter the cell name to which the current checkbox is linked
- 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:
The following chart details all the custom fields used in this template.
|Table name||Field name||Field type||Comment|
|InvHdr||Days||Decimal(12,2)||The number of days to complete the job.|
|InvHdr||SelectedTotal||Decimal(12,2)||The sum of all the selected service items.|
|InvBdy||Room||Text(60)||The place to do the job.|
|InvBdy||Selected||Integer||Is the current service item selected?|
Format and Specification
|Name||Service Proposal Template with Checkbox Column|
|Release Date||Thursday, March 23, 2017|
|Format (XLS or XLSX)||.xlsx|
|Line Height (Points)||24.00|
|Papaer Size / Orientation||Portrait|
|Default Margins (Points)|
|System||Windows 7 and later, and Excel 2007 and later.|