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.
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.
The formula for "Line Total" incorporates both the auto-calculated portion, and the manually fillable field ("oknLineTotalManual_?" fields, placed outside the printable area, which means it is manually editable on creating invoices / estimations, but will not be included on printable invoices).
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.
Another important invoicing tips for freelancer writers or designers is tracking invoices and payments. While the pure Excel-formatted template does produce beautiful and professional invoices, it is not easy when it comes to number and tracking invoices / payments. With pure Excel spreadsheet template, you have to number invoices manually and track payments manually. And as a freelancer, you may not want to use those expensive and complex accounting / bookkeeping software systems. This is no longer a problem if you have Invoice Manager for Excel (namely Uniform Invoice Software) installed, which is our Excel-based desktop invoicing software app that connect an Excel spreadsheet template with back end database, offers advanced features like management of customers, products, invoices and payments. Feel free to download the fully functional trail version and see how it works for you. The invoicing app is also able to generate PDF copy of your freelance invoice and send it to your customer electronically.
The columns are titled with "Hours" and "Hourly Rate". However we didn't change the underlying database field names. So in the underlying database, which could be either Microsoft Access or Microsoft SQL Server, the corresponding fields are still "Quantity" and "Unit Price". Nearly all invoice templates created for hours worked take the same approach. The purpose of this is to simplify database design. Likewise, the field titled with "Work Description" is in face the "Notes" field in the underlying database.
InvoicingTemplate.com offers this free commercial invoice template in Excel format. The template offers blank invoice forms that are highly customizable and printable. With its intuitive interface, you can fill in it just like filling a paper form with a paper. The commercial invoice is required to be furbished as a customs declaration form when exporting goods across international borders. A commercial invoice form includes necessary fields to help the importer present a detailed invoice to the custom authorities. It is presented while clearing the goods. It also includes the terms of Sale, a harmonized code for every item and tax identification of the seller as well as the buyer. The commercial invoice template helps you draft invoices with easy and quick. While there are commercial invoice templates or examples online in other formats, such as Microsoft Word or PDF, the Excel-format commercial invoice template has some interesting features, for example, the use of formulas. If you use the Invoice Manager for Excel edition, the definition of custom fields is another powerful feature that shouldn't ignore. If you are looking for a guide on how to create a commercial invoice, or what is a commercial invoice, or commercial invoice examples, this free commercial invoice form, like the other samples available here on InvoicingTemplate.com, answered the question in an intuitive way.
If you are running a personal training business, make sure you are able to provide bills and invoices that are not only professional, but also elegant in appearance. As a sample of customizing the default template included with Invoice Manager for Excel (namely Uniform Invoice Software) (UIS), InvoicingTemplate.com publishes this invoice design, which can be used with or without the installation of Invoice Manager for Excel (namely Uniform Invoice Software).
Note: a revised version of this template could be found at ABN Tax Invoice Template.
To create the conditional formatting for the GST Amount cells in Excel 2013, here are the steps to follow.
The cash receipt templates here on InvoicingTemplate.com calculates the line total of each item being sold by using the formula: Weight * Rate + Marking Charge. Both free receipt templates, Receipt Form for Gold Shop (1) and Receipt Form for Gold Shop (2), use the same formula for calculating line total.
To do this, we have to firstly create a custom field "CustomerName" in the "InvBdy" database table. See c4051 Simple Sample - Discount Amount Field to find how to add a custom field. While c4051 is a sample of adding custom field to the "InvBdy" table, the steps of adding custom field to "InvBdy" are similar to that too.
This is a variant of the standard invoice template shipped with Invoice Manager for Excel (namely Uniform Invoice Software) installer program. This sample layout differs from the original version in that it has added an EAN column.