Looking for Excel quotation template spreadsheets for your small business? We have ready-to-use free samples for you.
All the invoice templates here on InvoicigTemplate.com can be easily converted to quotation templates with the built-in tool in Invoice Manager for Excel (namely Uniform Invoice Software).
Starting with version 6.11, Invoice Manager for Excel (namely Uniform Invoice Software) supports quotations. This means you can easily convert a quotation to an invoice once the prices and terms of goods, items and services are accepted by the customer.
The newly create quotation form has exactly the same layout as the original invoice sheet. To make it work with Invoice Manager for Excel (namely Uniform Invoice Software), it also applies the following changes:
You may still need to tweak the quote form manually. For example, many invoice templates here on InvoicingTemplate.com contain the "Paid" and "Balance Due" cells, which are not suitable for a quotation for estimate template.
The standard invoice template shipped with Invoice Manager for Excel (namely Uniform Invoice Software) includes the quotation sheet created in this way.
The steps for creating a quotation are similar to those of creating an invoice. Refer to our movie tutorial or quick start tutorial for information on how to create a customer account and your first invoice.
Or, you can email the quotation directly to the customer, in PDF, image or Excel format. To do this, you simply need to click the "Extract / Email" button. However for the first time usage, you have to fill in your email account information. To do this, click "Settings", and then go to the "Extract / Email" page. Please refer to Email Invoices with One Click of Mouse to find out how to setup the email options.
It's just one click to convert a quotation to an invoice. To do this, follow the steps below.
You can use the search bar to locate the quotation you need quickly. You can search by quotation#, client name, address, email, phone or shipping address etc.
Each quotation has a "Status" property. This could be "New" or "Converted", marked with different colors on the list of all quotations. A quotation is marked as "Converted" automatically whenever you click the "Convert to Invoice" button. However it does not reflect whether you save the invoice.
Free Excel Quote Template is a sub-topic of Estimate Templates . Here are our templates closely related to Free Excel Quote Template.
The word "dynamically" here means the images are changed automatically according to the invoice content. This differs from static images, such as the logo image, which does not change from invoice to invoice.
For example, on this sample invoice template, the formula for the first product line looks like this:
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 Invoice Manager for Excel (namely 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.
If you are a freelancer and or running a small business, doing writing, designing or as a consultant or carpenter, a professional looking invoicing template helps you get paid fast. Download Freelance Invoice Template now and start creating invoices in seconds.
To getting paid on time for your freelance writing / designing / editing / journalist / website developing / consulting / video production / translation work the best way is to send an invoice, by traditional postal mail or electronical email, in either PDF format, Excel spreadsheet (xlsx / xls) format, or even image format.
No matter what freelance service you offer - freelance web design, graphic design, photography, copywriting, computer programming, website development, consulting, video production, translation, etc. - it makes sense to have a number of documents prepared as you tend to use the same ones over and over again. Invoice Template is one of them that you will find useful. If you are not family with invoicing yet, invoices should include: Who the invoice is to (client), Who the invoice is from (you), Date and invoice number, Service(s) carried out, Total costs, Any terms e.g. Payment required on receipt of invoice, A little thank you note.
This work invoice template in Excel is designed for freelance workers who charges on an hourly basis. It has a word art logo that shows "WORK INVOICE", a "Work Description" section near the "Bill To" fields, and 4 columns that calculate totals using Excel formulas.
InvoicingTemplate.com provides you this proposal template are free to download and you don't need to pay a single cent. You also don't need to get registered first or signing for a premium membership. All you need is to choose the one you like and click on download button of your favorite free proposal template.
The template has space for you to put your own logo image on the top-left corner. Next to that is your lawn care business name, address, contact number, email and web address. On the top-right-corner, you'll see the invoice date, invoice # and customer (client) # fields. If you have Invoice Manager for Excel (namely Uniform Invoice Software) installed, to create a new invoice you simply click the "Clear & New" button on the task pane or on the top of the form. The "Clear & New" command clears the form, fills in some default values like invoice date, payment term, sales rep. name, default tax names and rates. The invoice# (Invoice ID) field is filled automatically if left blank when you click "Save Invoice" (or "Save To DB").
Australian GST Invoice Template (2) generally has the same layout as Australian GST Invoice Template (2). The most important difference is that it shows a 0 (zero) if the item is not taxable. This requirements sounds not special, but in fact conflicts with one global options we set for almost all invoice templates available on InvoicingTemplate.com - to simply the output invoices, we choose not to shown zero values on the entire invoice form.
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 Invoice Manager for Excel (namely Uniform Invoice Software). However, if you prefer, you can hide the columns where these fields are located.
If you are one of those gold shop owners who want to display making charges clearly on invoice for each item being sold, this customized free receipt template is for you. With this Receipt Form for Gold Shop (2), we move in the marking charge column into the printable receipt form, so that it shows on both the printed receipts and extracted receipts in case you are using the Invoice Manager for Excel (namely Uniform Invoice Software) version.
The additional EAN field is a custom field. Since this field is a property of an invoiced item (i.e. it should be saved along with the other product details such as description, price etc.), so it must be added to the "Product" database table; The EAN must also be saved along with each invoice, so this field must be added to the "Invoice Body" (i.e. "InvBdy") database table too. Note the field definitions in both tables must be exactly the same. In this sample template, it is "text (13)" - meaning the field is able to store up to 13 characters.