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How to Use

Assuming you have downloaded and installed Uniform Invoice Software:

  1. Download Telecom Consultant Estimation Template. Double-click the downloaded file to extract all files.
  2. Open the template "consultantestimatetemplate.xls" or "consultantestimatetemplate-uis.xlsx" with Microsoft Excel.
  3. Click "Design Mode" on the "Invoice" Excel ribbon tab to put it into design mode.
  4. Enter your business information and replace the default logo image to make it your own. (How?)
  5. Click "Design Mode" again to exit design mode.
  6. Create invoice (tutorial movie)!

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Screenshots and Images

The printed version.

Telecom Consultant Estimation Template

Telecom Consultant Estimation Template (c3005)

This is how the template looks like when you open the freeware template in Microsoft Excel.

Telecom Consultant Estimation Template - freeware edition

Telecom Consultant Estimation Template - freeware edition

The following template was designed for Uniform Invoice Software version 3.

Telecom Consultant Estimation Template - Uniform Invoice Software V3 edition

Telecom Consultant Estimation Template - Uniform Invoice Software V3 edition

Download Telecom Consultant Estimation Template (c3005)

License: Private Use (not for distribution or resale). See our Terms of Use.

You are safe to download the resources. We've added our digital signatures to the files.

DescriptionSizeDownload

Download this if you have already installed UIS, but are looking for additional customized templates.

391 KBDownload

Download this if you want this design to be set as the default template by the installer program.

2.84 MBDownload

Detail

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 Uniform Invoice Software. 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".

Although it is easy to create the layout and format of Telecom Consultant Estimation Template with Microsoft Word or other Microsoft Office programs, or even with some PDF programs like Adobe Acrobat, the support for Excel formulas makes doing automated calculations easy to implement and modify. For example, Telecom Consultant Estimation Template uses Excel formulas extensively to do calculations whenever possible and necessary, such as the taxes, totals. If you use the Uniform Invoice Software version of Telecom Consultant Estimation Template, Excel formulas are also used to create the relationship between several fields, such as one field should be the sum of two other fields.

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 Uniform Invoice Software 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 Uniform Invoice Software 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.

The protection of the "Invoice" worksheet in Telecom Consultant Estimation Template prevents accidental modifications to layouts and formulas. If you have Uniform Invoice Software installed, it could even display a warning message when you close a template without protecting the worksheet. However for the purpose of this sample, we should firstly unprotect the worksheet in Telecom Consultant Estimation Template.

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.

(Note that if you have installed the latest version of our invoicing software, Uniform Invoice Software, which is able to upgrade a simple template in Microsoft Excel spreadsheet format into a complete invoicing system, you don't have to replace the logo image manually - you can replace the default logo image by clicking the "Replace Logo Image" button on the ribbon tab in Excel 2007, Excel 2010 and Excel 2013). To replace the default LOGO image in Telecom Consultant Estimation Template with your own image, follow the steps below:

  • Right click the Logo image, and then select Properties from the menu.
  • Click the Picture property, and then click the "..." button.
  • Browse to the folder containing your icon file. Select and open the icon file.
  • Close the Properties dialog box.
  • Drag the border of the image object to resize it, if needed.

If you don't need the LOGO image and want to delete it, simply hit the DEL key on your keyboard after you selected it with your mouse key. Deleting the LOGO image leaves an empty area to the left of the Company Information section. You may like to move the entire Company Information section to fill in the empty area. To do this: Drag your mouse to select the entire Company Information area, including Company Name, Street Address, City, ST Zip Code, etc.; Push your mouse key on the border of the selected area; drag it to the new location.

If you use the Uniform Invoice Software 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 Uniform Invoice Software.

Naming a control or an image is easy in Microsoft Excel. First make sure your template Telecom Consultant Estimation Template is in design mode. Right-click the control or image you want to assign it a name, choose Properties. On the Properties box, enter the name into the "name" field and press enter. Note that if you have several controls that you want to assign different names, you can do so by entering the name and then clicking to choose another control without closing the Properties window.

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.

Like other form designs here on InvoicingTemplate.com, Telecom Consultant Estimate Form is free (offered to you at a price of 0.00USD). It works on Windows XP and all newer versions of Windows, and Excel 2003, 2007, 2010, 2013 or 2016.

Format and Specification

Template#c3005
NameTelecom Consultant Estimation Template
CategoryConsulting Invoice Template
Release DateWednesday, February 26, 2014
Format (XLS or XLSX).xls
Excel Version Excel 2003 / Excel 2007 / Excel 2010 / Excel 2013 / Excel 2016
Feature Gallery
Columns3
Lines10
Line Height (Points)19.50
Print Area$F$2:$N$46
Printable with Papaer Size / OrientationA4 (210 mm x 297 mm) - Portrait
Default Margins (Points)
Left22.68
Right22.68
Top45.35
Bottom45.35

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