Free Excel Proposal Template is a sub-topic of Excel Invoicing Templates . Here are our templates closely related to Free Excel Proposal Template.
The sample building proposal template was original released as an example of customizing the default sales invoice template shipping with Uniform Invoice Software. It looks very different from the original template, yet Uniform Invoice Software can handle this form without problem. The construction proposal template is in Microsoft Excel format. It can be used as a construction bid proposal template. Microsoft word construction proposal template, on the other hand, while as easy as the Excel format on formatting a contract or proposal, lacks the ability to further processes numbers and figures as Excel.
This invoice design has 6 columns on the invoice detail section - Description, Date, Hours, Rate / Fee and Amount. The Amount is calculated automatically using Excel formulas once the Hours and Rate / Fee are filled in. The other 5 columns, Description, Date, Hours and Rate / Fee are all fillable in this invoice format. As you can see from the screen shots below, this is basically a hourly service invoice template, like Hourly Service Invoice Template. You can also find other interesting invoice template in the Consulting Invoice Template category or Service Invoice Template category here on InvoicingTemplate.com, including those designed specially with UK (United Kingdom) style.
When creating an invoice, be sure to include your contact information. Put your name, address, phone number, email address, and even your website at the top of the invoice. If you are USA-based charge over $600 over the course of the year, you'll probably need to give your client your business's Federal Tax ID number (so they can send you a 1099-MISC, see Form 1099-MISC, Miscellaneous Income - IRS.gov, or Form 1099-MISC - Wikipedia).
The template has no tax set by default (the tax cells are hidden and not printable). With Uniform Invoice Software installed, you can easily change it to one tax or two taxes, depending on your particular needs. Simply click the Settings button on the ribbon tab, and then go to the Taxes tab, choose your tax type (no tax, one tax, two taxes), enter the tax name such as VAT, and the rate, click Apply and you are done! With this flexibility, we can say this template is not only suitable for freelancer, limited company and also sole trader, whether they are VAT-registered or not.
Clicking any cells within the "Bill To" section, a small rectangle button appears underneath the active cell, clicking that button shows a list of all customers you've invoiced for. Double-click a customer on the list, Uniform Invoice Software retrieves the customer information form the underlying Microsoft Access database (or SQL Server database, see UIS editions), and populates the cells within the "Bill To" section. This feature is called "on-sheet picker", which you can easily disable or enable using the button on the ribbon tab.
While this template works well without the installation of Uniform Invoice Software - it creates professional documents, and also do simple calculations with Excel formulas, by installing Uniform Invoice Software you'll be able to locate any customers (tenant) and receipt by using the search bar, which is available in all the major data list windows. There are also powerful reporting features - Sales report, customer report, sales representative report, payment report, customer statement etc.
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.
Moving cells and fields is also as easy as dragging and dropping. If you prefer to place a cell on a new location, firstly unprotect the Invoice worksheet, and then click to select the cell/cells, and then drag the border of the selected cell to move it to a new location you like. Uniform Invoice Software supports all these tools provided by Excel, which makes sure that you can have the invoice form you like. And, one of the great features of Uniform Invoice Software is that, you can connect the invoice template in Excel spreadsheet format to a backend database, which gives you the ability to manage large amount of data, such as customers, products, invoices and payments, in an organized manner. Simply put, Uniform Invoice Software combines the power of Excel and backend relational database, turning a simple Excel invoice template into a powerful invoicing system. Feel free to download and try the fully functional trial version.
Note there is a line object under the company name on the top of lightweight service invoice form (it is also included in the sales template edition). This is a Excel shape object, that could easily make you invoices standout and professional if used correctly. Uniform Invoice Software fully support these type of decorations, and our invoicing software even allows you to keep the decorations on the printed / extracted and PDF version of invoices. To do this, simply name the decoration object with the "oknWidget_" prefix.