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Job Estimate Template for Excelc4084

Job Estimate Template for Excel

"Job Estimate Template for Excel" 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 Templatecm006

Engineering Estimate Template

"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 Templatec3005

Telecom Consultant Estimate Form

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

...(26) 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.

...(59) 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.

General Estimate Templatec2034

General Estimate Format

"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 Templatec9008

Excel Quotation Format with Special Discounting Model

"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.

...(58) The template includes 9 columns. The first two columns are titled with "PACKAGE", under which two columns allows you to enter number of packages, and the package type that is implemented as a drop-down list with 3 options - "BOX", "S.BOX" and "GUDDI". Followed are the columns "BOX No.", "Description", "Per", "Quantity", "Unit Price", "Line Total" and "LESS".

General Quote Template for Excelc2035

General Quote Template for Excel

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

...(45) This general purpose price quote template in Microsoft Excel spreadsheet format is a slightly modified version of the General Estimate Template. With this form design all fields and columns are manually editable, except the subtotal, tax and total fields that are calculated using Excel formulas.

...(88) Due to this difference, it is important to clearly identify the document type on the header - whether it is a quote or an estimate. It is also useful, at least in some business areas, to include an expiry date on the document, if your prices are subject to change on the time. In this sample, we added it as a custom field "ExpiryDate". This field is defined as "text (100)" in the backend Access database, and the corresponding cell is named "oknExpiryDate" on the top quote form.

Job Invoice Samplec5006

Job Invoice Sample

"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 Invoicing Templatec5018

Job Invoice Format

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

...(41)Job Invoicing Sample is a service invoicing template that does not include the shipping fields in the printable spreadsheet form. The template added several job related fields to the form, including job start and finish date, work or job address etc.

...(77) This free template, just like all the other free invoice templates available here on InvoicingTemplate.com, is created from the default sales invoicing template shipped with Uniform Invoice Software (UIS). The free job work invoice added several new fields that are not found in the default template, i.e. Start Date, Finish Date and Job Address. If you use the UIS version of this free Template, these are custom fields defined both on the database and the template level.

Job Invoice Sample (2 Taxes)c5056

Job Billing Sample (2 Taxes)

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

...(163) If you use the Uniform Invoice Software version of Job Invoice Sample (2 Taxes), there are additional taxing options on the Taxes tab of the Settings window. The first is the option for choosing the number of tax items; you have 3 choices - no tax, one tax and two taxes. Secondly, you can set the names and rates in percentage for each tax, such as VAT, GST or PST, or simply Sales Tax. Thirdly, there are a group of checkbox options on the dialog box, including: "Tax invoice total including shipping cost", which adds the shipping cost to the taxable amount when checked; "Tax 2 is applied to tax 1", which adds the amount of "tax 1" to the taxable amount if checked; and "tax rate can be zero", which allows you to set any of the tax rates to be the value of zero. If you modify the options on this dialog box, the spreadsheet will be changed accordingly if needed.

...(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 Invoice Sample (Taxable Column)c5057

Job Billing Sample (Taxable Column)

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

...(143) The printable area, or print area, is the area with white background on the center of the Job Invoice Sample (Taxable Column) spreadsheet. By default Microsoft Excel prints the entire worksheet when you issue the print command, but if the worksheet has a print area defined, such as what we do for Job Invoice Sample (Taxable Column), only the print area will print. You can add cells to expand the print area as needed, and you can clear the print area to print the entire worksheet again. If you need to recreate the print area definition, here are what to do: On the "Invoice" worksheet of the Job Invoice Sample (Taxable Column), select the cells that you want to define as the print area; On the Page Layout tab, in the Page Setup group, click Print Area, and then click Set Print Area.

Sample Format for Job Invoicing (Tax Column)c6015

Job Billing Sample (Tax Column)

"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.

...(18) Once the spreadsheet is unprotected and switched to design mode, we can now start to adjust the columns.

...(31) In the above formula, "_?" is the line number of each line on the detail section. "oknTaxable_?" is the value of the "Taxable" checkbox of each item that is being invoiced.

Construction Proposal Templatec1001

Construction Proposal Template

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

...(33) Construction Proposal Template allows you to create a customized proposal or contract for your construction or building project. The template has 1 column on the body part and calculations must be done manually.

...(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 Templatec5101

Advanced Bill Sample - Macro-Enabled Billing Template

"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.

...(59) Uniform Invoice Software supports all the Excel file formats, including the traditional ".xls" and ".xla" formats, and the new ".xlsx" (Excel XML-based file format), ".xlsm" (Excel XML-based and macro-enabled file format), and ".xlsb" (Excel Binary (or BIFF12) file format). ".xlsx" are now the most widely used workbook file format. Feel free to see our Invoice Template ".xlsx" topic page.

Recruitment Agency Invoice Templatec3011

Recruitment Firm Billing Sample

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

...(37) Recruiter agent, Recruitment Agency could use this Excel invoice template, which is one of the templates in the consulting invoice templates category, to bill their clients in an easy way by filling in a blank spreadsheet form.

...(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)c5030

Form with 5 Price Levels

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

...(21) This is the eighth sample of the multiple-price serial invoice templates. The template uses percentage discounts, and has no shipping fields.

...(85) Just like the other service invoice templates available here on InvoicingTemplate.com, this invoice form with 5 price percentage levels (service, cosmetic) was created from the sales invoice template by moving all the shipping fields out of the printable area. The printable area is the white area on the center of the "Invoice" worksheet, which is section that is printed when you execute the "Print" command in Excel. It is also the section that is extracted when you execute the "Extract" command in Uniform Invoice Software.

Five Price Levels (Sales, Amount, Custom Column)c5009

Five Price Levels (Sales, Amount, Custom Column)

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

...(26) This sample of customizing invoice templates is named with the keyword "cosmetic". A new column "Color" was added to meet the requirements of the cosmetic business.

...(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)c4018

Consulting (3rd Sample - One Tax)

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

...(26) The previous 2 sample consulting invoice templates have two taxes defined on the bottom of the form. This new sample demonstrating how to use one tax.

  1. Click and activate the worksheet you want to display gridlines and row/column headers for.
  2. On the Tools menu, click Options, and then click the View tab.
  3. Under Window options, check the Gridlines and Row & Column Headers check boxes.

...(40) After your customization, go back to the Tools menu, Options, View tab. Under Window options, REMOVE the checks you previously placed by the two check boxes to hide gridlines and row/column headers. This will restore the appearance of your template.

Proforma (2nd Sample of Customization)c7012

Proforma (2nd Sample of Customization)

"Proforma (2nd Sample of Customization)" was found to be relative to Estimate Templates with the score grade of 2.

...(27) This is the 2nd sample on how to create a new design for pro forma invoice template, focused on entering company information and replacing InvoicingTemplates logo image.

...(81) Now you can find the Design Mode button in the Controls group on the Developer ribbon tab. Click the Design Mode button once to put the template into design mode - in the design mode, Excel lets you change the properties of controls, such as the image control we used for the logo image. If you are using Uniform Invoice Software, our invoicing software that uses Excel templates as the front-end, the software program stops reaction to clicks on the button.

Bill Format for Computer Repair Servicec5096

Invoicing Template for Computer Repair Service

"Bill Format for Computer Repair Service" was found to be relative to Estimate Templates with the score grade of 2.

...(43) This free bill format for computer repair service is an Excel spreadsheet template in ".xlsx" format. You can also download the free PDF sample invoice. Use this template to create service invoice for repairing PC, tablet, mobile phone and other computer related devices.

...(88) The "Bill To" section includes 6 fields - client#, name, address, city state and zip, email and phone. In many situations email is a key field now, especially if you want to send PDF invoices to your clients via email. By adding the email field to the "Bill To" section, you are able to create new customer records along with their email address populated; and besides that, it also ensure you can send a PDF version of the invoice to the customer by simply clicking the "Extract/Email" button.

Specifications

Template#
Title
Release Date
Lines
Columns
Paper
Orientation
Category
c4084
Job Estimate Template for Excel
Wednesday, August 17, 2016,
10
4
Letter (8-1/2 in. x 11 in.)
Portrait
Other
cm006
Engineering Estimate Template
Sunday, March 12, 2017,
12
x
A4
Portrait
Service
c3005
Telecom Consultant Estimation Template
Wednesday, February 26, 2014,
10
3
A4
Portrait
Consulting
c2034
General Estimate Template
Monday, August 15, 2016,
18
2
Letter (8-1/2 in. x 11 in.)
Portrait
Other
c9008
Excel Quotation Template
Friday, February 10, 2017,
37
9
A4
Portrait
Other
c2035
General Quote Template for Excel
Friday, August 19, 2016,
18
2
Letter (8-1/2 in. x 11 in.)
Portrait
Other
c5006
Job Invoice Sample
Tuesday, September 16, 2014,
12
5
A4
Portrait
Service
c5018
Job Invoicing Template
Saturday, January 11, 2014,
16
5
A4
Portrait
Service
c5056
Job Invoice Sample (2 Taxes)
Wednesday, September 17, 2014,
12
5
A4
Portrait
Service
c5057
Job Invoice Sample (Taxable Column)
Wednesday, June 4, 2014,
12
5
A4
Portrait
Service
c6015
Sample Format for Job Invoicing (Tax Column)
Wednesday, June 4, 2014,
12
6
A4
Portrait
Service
c1001
Construction Proposal Template
Friday, December 13, 2013,
16
1
A4
Portrait
Other
c5101
Advanced Invoicing Sample - Macro-Enabled Invoicing Template
Sunday, November 20, 2016,
12
5
A4
Portrait
Sales
c3011
Recruitment Agency Invoice Template
Thursday, February 25, 2016,
12
3
A4
Portrait
Consulting
c5030
Five Price Percentage Levels (Service, Custom Column)
Monday, November 18, 2013,
30
5
A4
Portrait
Service
c9007
Commercial Invoice Format with Editable Word Art Logo
Wednesday, July 13, 2016,
9
9
A4
Landscape
Pro-forma
c5009
Five Price Levels (Sales, Amount, Custom Column)
Friday, November 15, 2013,
30
5
A4
Portrait
Sales
c4018
Consulting Invoice Template (3rd Sample - One Tax)
Friday, December 6, 2013,
16
4
A4
Portrait
Consulting
c7012
Proforma (2nd Sample of Customization)
Wednesday, October 30, 2013,
20
7
A4
Portrait
Pro-forma
c5096
Bill Format for Computer Repair Service
Tuesday, October 18, 2016,
12
5
A4
Portrait
Service

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