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A telecom consultant business sends estimations to their customers based on recommendation letters. Telecom Consultant Estimation Template makes the creation of the estimations easy and quick.
The estimation template does not include the section for the shipping fields that could be found on the default sales invoice template shipped with Invoice Manager for Excel. On the body section it contains 3 columns - "Our Billing for Professional Services", which is the Product Description column in the default sales invoice template; " Estimated Savings", which is the Price / Unit Price column in the default sales invoice template; and " Fee @ 50%", which is the Line Total column in the default sales invoice template. As the name implies, "Fee @ 50%" is calculated automatically from "Estimated Savings", using the formula "= Estimated Savings * 0.5".
Consultant Estimation Template includes 10 lines on the body section for you to itemize service details. Following the service details, there is a declaration that says "This invoice is an estimation based on our recommendation letter. The next invoice, due in approximately 3 months, will be based on actual savings. Any over/under estimations will be adjusted at that time." If you prefer to customize this estimate template for creating actual invoices, it's recommended to remove this declaration.
The product# column is place to the left of the printable area. Although the term "product" is used here, you can actually use it for consulting service items. If you use the Invoice Manager for Excel edition of Telecom Consultant Estimation Template, the product management features of the Excel Invoicing Software helps you management consulting service items, so that you don't have to enter the same or similar description text again and again.
Since this is an estimate template, the "Payment" button in the Invoice Manager for Excel edition is actually useless. It is kept in case you need to convert this estimate template into an invoice template for billing and payments. Also there is one tax named GST on the bottom of the form, which you can easily modify or completely delete it once the invoice form is unprotected.
Like most invoice templates available here on InvoicingTemplate.com, Telecom Consultant Estimation Template also contains a default LOGO image on the top right of the form.
If you use the Invoice Manager for Excel version of Telecom Consultant Estimation Template, and replace the default logo image by copy and paste, make sure it is named with the prefix "oknWidget", otherwise it will not be included if you execute the "Extract" command in Invoice Manager for Excel.
Although this template is named Telecom Consultant Estimation Template, it could actually be seen as a general purpose consulting invoice template. Remove the formula from the "Fee @ 50%" column to make it manually editable (and change the column headings of course), this will make it a generic consulting estimate template as you can enter any amount as needed.
Format and Specification
|Name||Telecom Consultant Estimation Template|
|Category||Consulting Invoice Template|
|Release Date||Wednesday, February 26, 2014|
|Format (XLS or XLSX)||.xlsx|
|Line Height (Points)||19.50|
|Papaer Size / Orientation||Portrait|
|Default Margins (Points)|
|Price||Free (0.00 USD)|
|System||Windows 7 and later, and Excel 2007 and later.|