Estimate Templates

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

...(35) This job and work estimate template in Excel spreadsheet format is a design based on c4009 Service Proposal and Quote. With this blank sample template, we move in the "ESTIMATE#" cell and the "Item#" column.

...(45) On the top of the blank estimate form you see the service business name. Next to it is the highlighted "ESTIMATE#" and "ESTIMATE DATE" fields. These fields are essentially the "Invoice#" and "Invoice Date" cells that appear on most free invoice templates here on InvoicingTemplate.com.

...(25) With Uniform Invoice Software, the auto-generation of invoice# (in this case, estimate# or quote#) is based on a counter stored in the backend Access database.

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

...(29) The "Ship To" section now has a new title, "SITE ADDRESS", so in this section it is possible to fill in the location where the service to be performed.

...(44) It is clear that the relationships between the cells / fields is much more complex than what in the default invoice template shipped with Excel Invoice Manager setup program, yet Excel Invoice Manager, still can handle this type of complex easily with Excel formulas.

...(38) To implement the features required by the estimate or service invoice template, there are a number of custom fields defined / added to both the underlying database and the front-end Excel template, as detailed in the following table.

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

...(89) (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:

...(48) 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.

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

...(55) All the templates available here on InvoicingTemplate.com have the "Print_Area" name defined. To find out what is printable on the current worksheet, pull down the name box located on the left-side of the formula bar, scroll down to the end of the list and choose "Print_Area", Excel selects the printable form on the current worksheet.

...(66) Unlike an invoice form, a quote or estimate shows preliminary assessment of a project cost, so there is no need to use the "Deposit", "Paid" and "Balance Due" cells, so we move these fields out of the printable area. Please don't delete these fields are they are required by Uniform Invoice Software. However, if you prefer, you can hide the columns where these fields are located.

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

...(31) This template is created for businesses who sell goods. For a job estimating and quoting template, visit Job Estimate Template for Excel. For a general estimate template, see General Estimate Template.

...(19) The value of the "Quantity" is calculated using an Excel formula like this, where "_?" is the line number:

...(23) "Unit Price" is a manually editable field. "Line Total" is also a calculated field, which looks like this (again, "_?" indicates line numbers):

...(15) The "LESS" is also a manually editable field, which is designed as a percentage value.

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

...(123) As an Excel spreadsheet template, we use Excel formulas to calculate subtotal, tax and total. For example, for the subtotal field, the Excel formula assigned to the subtotal field is "=SUM(oknLinetotal_1:oknLinetotal_22)". This is one of the big advantages of using Excel spreadsheet templates. While you can create beautiful and professional forms too using Microsoft Word, Publisher, PowerPoint or even Adobe Photoshop, it is much easier when you need to do some calculations. This ability, combined with custom fields (user-defined fields) supported by Uniform Invoice Software, resulting extremely flexible form designs, as you can see from the samples online here on InvoicingTemplate.com. Or see the PDF quotation sample to find out what it will like when your customer receive the quotation created using UIS.

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

...(98) This job invoicing form is provided you by InvoicingTemplate.com (Uniform Software Ltd) in Microsoft Excel format. It is perfect for freelance, contractors, sub-contractors or any project based contract. The invoicing form contains a customer information section, job information section, insurance section and agency section. The 5 columns on the detail section are Qty., Part No., Description, List and Amount. The amount is a line total value which is calculated automatically using Excel formulas. If you are looking for a sample job billing template that excludes the insurance and agency fields, please visit this sample template for job invoicing.

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

...(226) When working with Uniform Invoice Software (UIS) version of Job Invoicing Template, how does UIS know to which cell when a field value write to when loading data from the database, and to which field a cell value must save when saving an invoice record, a customer or a product item? That is, how does UIS create the map or relationship between Excel cells on the template Job Invoicing Template and database fields? The answer is by using names. For example, if the field name in the Product table in a database is "ProductType", it is writing to a cell named "oknProductType_?" (where ? is the line number of the invoicing item) when you pick up a product or item on creating an invoice, and when saving an invoice, all cells with the name "oknProductType_?" are saved to the "ProductType" field in the "InvBdy" database table. By using cell names, UIS allows you to move a cell on the form without breaking the feature depending on the field / cell. You can place the "Product Type" column either inside the printable area, which is printed when you issue the Print command in Excel or click the Print command on the "Invoice" worksheet form; or place the Product Type column outside the printable area, which will be included when you print or extract an invoice or receipt.

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

...(98) In case you need to further customize the tax system implemented by this job invoice template, InvoicingTemplate.com is providing you with other 2 variants two. First, if you need to move the Taxable checkbox column inside the printable invoicing form, please see Job Invoice Sample (Taxable Column); if you want to make it as detailed as possible and show the tax amount charged on each invoicing item, Job Invoice Sample (Tax Column). We're also providing another flavor of the job invoice template, which provides less fields on the heading section of the invoice form, at Job Invoice Template.

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

...(132) In design mode, Microsoft Excel allows you to move, add, or delete controls or images inside Job Invoice Sample (Taxable Column). Note that if you have our invoicing program installed, and you are running Excel 2007, Excel 2010 and Excel 2013, it already provides a Design Mode button on the ribbon tab, so that you don't have to switch to design mode manually. Our invoicing software is able to turn a simple spreadsheet into a powerful invoicing system, with the ability to manage customers, products, bills and payments, it also includes various tools that could help you configure the layout of your form, such as the number of taxes and tax names and rates. If you don't have our invoicing program installed, here are how you can switch to design mode manually.

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

...(134) In design mode, Microsoft Excel allows you to move, add, or delete controls or images inside Sample Format for Job Invoicing (Tax Column). Note that if you have our invoicing program installed, and you are running Excel 2007, Excel 2010 and Excel 2013, it already provides a Design Mode button on the ribbon tab, so that you don't have to switch to design mode manually. Our invoicing software is able to turn a simple spreadsheet into a powerful invoicing system, with the ability to manage customers, products, bills and payments, it also includes various tools that could help you configure the layout of your form, such as the number of taxes and tax names and rates. If you don't have our invoicing program installed, here are how you can switch to design mode manually.

...(80) 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 Sample Format for Job Invoicing (Tax Column) 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.

"Construction Estimate Form" 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.

...(57) The protection of the "Invoice" worksheet in Construction Proposal 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 Construction Proposal Template.

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

...(61) To convert an Excel workbook or template from ".xlsx" to ".xlsm" format, simply issue the "File" and "Save As" command. We'll skip the detailed steps here as there are already many resource online, such as Create a Macro in Excel - EASY Excel VBA, and How to Use Macros in Excel: 15 Steps (with Pictures), and Quick start: Create a macro.

...(40) One of the major concerns about using macro-enabled templates is that security settings of Microsoft Excel. If the macro you create does not have a digital signature, with the default security settings Excel disables it with a warning message shown.

"Recruitment Agency Invoice Template" was found to be relative to Estimate Templates with the score grade of 17.

...(122) On the top-right section are the invoice date, invoice# and customer# fields. The invoice date field is filled automatically with current computer when you click the "Clear & New" button. It is also manually fillable / editable when you create an invoice. Likewise, invoice# field is manually fillable too - but usually, you can just leave it blank, and when you click "Save Invoice" to save an invoice to the back end database, Uniform Invoice Software will produce a new invoice# for you. The auto generation of invoice# is based on a prefix and a serial number stored in the database, which you can adjust by clicking the "Settings" button on the "Invoice" ribbon tab and then go to the "Database" tab.

...(43) On the bottom of the recruitment invoice layout, you will find fields like "Subtotal", "Tax", "Other", "Total", "Paid" and "Total Due". These are all auto-calculated fields, except the "Other" and "Paid" fields, which are manually fillable / editable when you create an invoice.

"Form with 5 Price Levels" was found to be relative to Estimate Templates with the score grade of 15.

...(99) Moving the location of a cell or field is easy in Excel. To do this, you first unprotect the sheet (if the sheet is protected), and then select all the cells or fields you want to move, and then drag the border of the selected area to move it to the new location. If you need to move an Active X control, such as the "select a shipping address" icon button, you first need to switch to design mode, and then click and drag the icon button to the new location - in this case, outside the printable area.

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

1. First of all, backup the original commercial invoice template.
2. Open it.
3. Switch to design mode by clicking the "Design Mode" button on the "Invoice" ribbon tab.
4. Click to select the default logo image.
5. Hit DEL on keyboard to delete it.
6. Go to Excel "Insert" ribbon tab.
7. From the "Text" group, Click "WordArt" and then choose one of the WordArt.
8. Type in your business name that you want to appear on the logo. In this sample, we enter the text "InvoicingTemplate.com".
9. Go to Excel "Home" ribbon tab, from "Font" group, choose the font face and size. Make sure the font-size is adjusted to be suitable for inserting the logo image into a blank area (not used area). In this case, we use "Berlin Sans FB Demi" font and font size is set to 28.
10. Resize the text box around the WordArt. Move the box to the location where you want to place the logo image.
11. With the WordArt box selected, name it "oknWidget_logo".
12. Go to the "Drawing Tools / Format" ribbon tab, expand the "WordArt Styles" group to open the "Format Shape" pane.
13. Note there are two tabs of options here, "Shape Options" and "Text Options". Adjust the options to get your desired logo effect. In this sample, we adjust mainly the gradient fill effect of text. To find this option:
    • On the "Format Shape" pane, click "Text Options".
    • Choose "Text fill and outline" (The first sub-tab).
    • In the "Text Fill" section, choose "Gradient fill".
    • Set 3 gradient stops here: the left-most stop is set to red, the middle stop is set to green, the right-most stop is set to blue.
14. The final result of the Word Art text logo looks like the image logo that we add to most of our free Excel invoice template samples. The difference is that this word art logo is editable. Click the text area of the logo to put the logo into edit mode, you can then add / edit text.
15. Once you have finished your design, click "Design Mode" button again (on the "Invoice" ribbon tab) to exit design mode.
16. Save the template.

"Form with 5 Price Levels" 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.

"Proforma (2nd Sample of Customization)" 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.

...(80) Now right-click the InvoicingTemplates logo image and choose Properties from the shortcut menu. The Properties box appears. Look for the Picture property, and click the button on that line. Excel shows you a dialog box that allows you to browse to and specify your own logo image. Depending on your Excel version, the supported image file formats may vary, but JPG, PNG and GIF formats are good choices for storing your logo image that are likely supported by your Excel.

"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".

...(84) On the bottom of the detail section, an Excel text box, namely "oknWidget_msg1" is added, which shows text " * NOTICE: By signing below you are confirming that the installation was done to your satisfaction. You also acknowledge all cabling that was installed now belongs to you and is not the responsibility of our company either now or in the future." Another text box underneath it is a placeholder for your "TERMS OF AGREEMENT", which you should fill in before creating your own invoices.