Estimate Templates

"Job Estimate in Excel Format" was found to be relative to Estimate Templates with the score grade of 91.

...(119) For this reason, the "ESTIMATE#" support all the features assigned to the "Invoice#" cell by Uniform Invoice Software. For example, if you click "Save To DB" or "Save Invoice", a sequential, progressive and unique estimate# is generated automatically if the "Estimate#" cell is left blank (see our gallery page at Excel Invoice Template Automatic Invoice Numbering). With pure-Excel spreadsheet solutions, this automatic numbering is not possible without using macros. To display / retrieve an existing estimate or quote, you can simply enter the estimate# into the cell. With the support from Uniform Invoice Software, the pure-Excel spreadsheet template is not only printable, but also enables features that could be hardly to implement with pure-Excel estimating and quoting software apps.

"Engineering Estimate Template" was found to be relative to Estimate Templates with the score grade of 76.

• There are 3 unit types used by the products offered by the service company, i.e. "per Sq.ft.", "per Rn.ft." and "per PC". If the unit type is "per PC", the Line Total of a service item should be calculated from Quantity and Rate. Otherwise, the Line Total should be "Quantity * Price * Area or Length".

  Here is a formula example of how the Line Total is calculated:

  =ROUND(IF(NOT(ISERR(SEARCH("per pc",oknUnit_1,1))),
  oknQuantity_1*oknPrice_1,
  oknQuantity_1*oknPrice_1*oknAreaLength_1),2)

• If the unit is "per Sq.ft." the Area or Length should be Area Temp, with a minimum value of 10.76; or in case the unit is "per Rn.ft.", the Area or Length should be Area Temp with a minimum value of 3.

  Here is a formula example of how the Area or Length is calculated:

  =ROUND(IF(OR(oknUnit_1="",NOT(ISERR(SEARCH("per pc",oknUnit_1,
  1)))),0,IF(NOT(ISERR(SEARCH("Sq",oknUnit_1,1))),
  IF(oknAreaTemp_1<10.76,10.76,oknAreaTemp_1),
  IF(oknAreaTemp_1<3,3,oknAreaTemp_1))),2)

• Area Temp is a temporary value stored in a hidden column outside the Print_Area. The value is calculated from the other two columns, W and D, which could be measured in different ways, including CMS, Inch and Ft. The choice of measurement unit is implemented as a drop-down list labeled "Choose W/D type here", and the column titles are changed depending on the current measurement unit, such as W[CMS] and D[CMS], W[Inch] and D[Inch], etc.

  Below is a formula example of how the Area Temp value is calculated.

  =IF(NOT(ISERR(SEARCH("Sq",oknUnit_1,1))),(oknItemW_1*oknItemD_1)/
  IF(oknWDType="CMS",929,IF(oknWDType="Inch",144,1)),oknItemW_1/
  IF(oknWDType="CMS",30.48,IF(oknWDType="Inch",12,1)))

• On the bottom of the form, in additional to those cells defined by the default/standard invoice template included in Excel Invoice Manager setup program, there should be a field for discount, a field for labour charges, a field for advance payment, and a field for balance due. All these fields should either be manually editable, or be calculated automatically, depending on the meaning of each field/cell.

"Telecom Consultant Estimation Template" was found to be relative to Estimate Templates with the score grade of 72.

• 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.

"General Estimate Template" was found to be relative to Estimate Templates with the score grade of 71.

...(155) Although the "Item#" column is moved out of the printable estimate form, it is still functional - that is, Uniform Invoice Software still supports the "in-cell lookup" feature. Which means that, you can simply enter the item# into a cell to retrieve the description from the backend Access database, to avoid typing the same text again and again. If you have a very long product list, another tool provided by Uniform Invoice Software could help, which is called on-sheet picker. When you click and select any cell on the item line, a litter button appear underneath the cell. Click this button to open a window that contains the full list of your products / items. On the top of the window you can find a "search bar", which allows you to search for an item by any field defined for your products - Item# (SKU#), description, prices, or even custom fields (if you use it).

"Excel Quotation Template" was found to be relative to Estimate Templates with the score grade of 67.

...(38) This free quotation and estimation template in Microsoft Excel ".xlsx" format provides a sample of customizing the default invoice template shipped with Uniform Invoice Software. It implements a special / complex discounting model to meet practical business requirements.

"General Quote Format in Excel Spreadsheet Format" was found to be relative to Estimate Templates with the score grade of 66.

...(78) The support for custom fields makes it possible for even an end user who does not know programming at all, could add new features to her/his invoicing creator such as General Quote Template for Excel without writing one line of programming code. Feel free to Search and download more samples. Sometimes our customization samples are offered in two editions here on InvoicingTemplate.com, that are one freeware edition, and another edition that works only with our invoicing software installed.

"Job Invoice Sample" was found to be relative to Estimate Templates with the score grade of 63.

...(88) (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 Job Invoice Sample with your own image, follow the steps below:

"Job Invoice Format" was found to be relative to Estimate Templates with the score grade of 61.

...(76) The support for custom fields makes it possible for even an end user who does not know programming at all, could add new features to her/his invoicing creator such as Job Invoicing Template without writing one line of programming code. Feel free to Search and download more samples. Sometimes our customization samples are offered in two editions here on InvoicingTemplate.com, that are one freeware edition, and another edition that works only with our invoicing software installed.

"Job Billing Sample (2 Taxes)" was found to be relative to Estimate Templates with the score grade of 43.

...(57)Job Invoice Sample (2 Taxes) is provided in two editions - a freeware editions of Job Invoice Sample (2 Taxes), and a Uniform Invoice Software (UIS) edition of Job Invoice Sample (2 Taxes). Both editions can be downloaded for free from the download page. A PDF edition is also provided at the right section of this page.

"Job Billing Sample (Taxable Column)" was found to be relative to Estimate Templates with the score grade of 41.

...(116) Merge and Center works by merging the selected cells into one and then centering the data in the new combined cell. While design a template layout like Job Invoice Sample (Taxable Column), Merge and Center could be a handy tool if used properly. One thing to note, however, since Uniform Invoice Software (UIS) relies on cell names (or field names) to create the relationship between the Excel form cells and the database fields, you should make sure the cell that contains a field name is the first one in the group of cells that are to be merged. This way, UIS will work with the merged cell by reading from or writing to the named cell.

"Job Billing Sample (Tax Column)" was found to be relative to Estimate Templates with the score grade of 30.

"Construction Proposal Template" was found to be relative to Estimate Templates with the score grade of 22.

...(80) InvoicingTemplate.com offers this as a construction proposal template free download. As always, the contractor proposal template also has a Uniform Invoice Software version, which you can download for free from the download page too. The free construction estimate template or construction contract template has many static text labels on it, which you must replace with your own text before you can create your first construction proposal, contract or estimate. To do this, you first have to unprotect the Invoice worksheet.

"Advanced Invoicing Sample - Macro-Enabled Invoicing Template" was found to be relative to Estimate Templates with the score grade of 21.

...(31) While most templates here on InvoicingTemplate.com are ".xlsx" and ".xls" formats, Uniform Invoice Software does work with macro-enabled invoice templates. This sample introduces the steps to use ".xlsm" workbooks and templates.

...(27) The sample invoice template used here is c5099 Standard Business Invoicing Template. See our business invoice templates for more samples that are most closely related to "BUSINESS".

"Recruitment Firm Billing Sample" was found to be relative to Estimate Templates with the score grade of 17.

...(57) The invoice body section features 3 columns - "#", "Description" and "Amount". The "#" column is a simple line# column which is assigned automatically using Excel formulas when you fill in the "Description" column, so this column is not manually fillable when you create an invoice. The other two columns, "Description" and "Amount", are all manually fillable.

"Five Price Percentage Levels (Service, Custom Column)" was found to be relative to Estimate Templates with the score grade of 15.

...(111) After moving out the "Shipping Date" field, you may like to expand the size of the neighboring fields to make the layout organized. This is done by expanding the Terms label and field. Expanding the "Terms" label is done by first selecting the original terms cell and the empty cells left by moving out the "Shipping Date" field, and then execute the "Merge and Center" command on Excel ribbon tab. To do this for the Terms field, you first need to move the original Terms cell to the first (left-most) cell of the empty space, and then select all the cells you want to merge, and then execute the "Merge" command.

"Commercial Invoice Format with Editable Word Art Logo" was found to be relative to Estimate Templates with the score grade of 13.

...(78) In this commercial invoice template sample, Commercial Invoice Format with Word Art Logo, we first delete the existing ActiveX logo image control from the base template Commercial Template Sample - Complete Incoterms Option (c9005), and then insert a Word Art to create a new text logo. As you'll find from the screenshot images, if you have only limited budget for your logo images, using WordArt to create your logo on commercial invoices could result in ideal effect too.

"Five Price Levels (Sales, Amount, Custom Column)" was found to be relative to Estimate Templates with the score grade of 12.

...(119) The color column is a custom field defined both in the Product and Invoice Body database tables, which is the most noticeable difference between this customized invoice template and the original 5 Price Levels (Sales, Amount) invoice template. This means that for each product, you can set its color property, and the color values are filled automatically when you choose products from the database. Like all the other invoice templates in this serials available here on InvoicingTemplate.com, the full power of the invoice template comes only with the installation of Uniform Invoice Software, although the free version of this "Form with 5 Price Levels (Sales, Amount, Custom Column)" invoice template can also help you create professional and beautiful invoices.

"Consulting Invoice Template (3rd Sample - One Tax)" was found to be relative to Estimate Templates with the score grade of 9.

...(15) If you are familiar with Microsoft Excel, you probably already know how to do this.

...(21) Once the Invoice worksheet is protected, the next step is to display gridlines and column headings for your consulting invoicing form.

"Proforma Invoicing Form" was found to be relative to Estimate Templates with the score grade of 2.

...(55) The next step is to replace the default "InvoicingTemplates" logo image. To do this, you need to switch the invoice form into design mode, which is done by clicking the "design mode" command on the Developer ribbon tab. If your Excel does not show the Developer ribbon tab, here is how to make it visible.

"Television Service" was found to be relative to Estimate Templates with the score grade of 2.

...(40) The manually editable fields for the "Bill To" are placed on the left bar on the worksheet, where all the fields related to a customer are editable separately, including "Category", "Customer#", "First Name", "Last Name", "Address", "City", "State", "Zip", "Phone".