Skip to main content
InvoicingTemplate.com main content

How to Use

Assuming you have downloaded and installed Uniform Invoice Software:

  1. Download General Estimate Template. Double-click the downloaded file to extract all files.
  2. Open the template "general-estimate.xlsx" or "general-estimate-uis.xlsx" with Microsoft Excel.
  3. Click "Design Mode" on the "Invoice" Excel ribbon tab to put it into design mode.
  4. Enter your business information and replace the default logo image to make it your own. (How?)
  5. Click "Design Mode" again to exit design mode.
  6. Create invoice (tutorial movie)!

Prefer to have a look at other samples? Try our Search tool!

Screenshots and Images

The printed version.

General Estimate Template

General Estimate Template (c2034)

c2034 now includes the customized invoice template for the latest version of Uniform Invoice Software. This is what you will see when you open general-estimate-uis.xlsx.

General Estimate Template (UIS Edition)

General Estimate Template - UIS edition

Download General Estimate Template (c2034)

License: Private Use (not for distribution or resale). See our Terms of Use.

You are safe to download the resources. We've added our digital signatures to the files.

DescriptionSizeDownload

Download this if you have already installed UIS, but are looking for additional customized templates.

317 KBDownload

Download this if you want this design to be set as the default template by the installer program.

2.75 MBDownload

Detail

This general Estimate Template in Microsoft Excel spreadsheet format helps you create job / work / project estimates / quotes as easy as filling in a blank paper form. The estimate form features a customizable logo image and 2 columns - "Description" and "Amount".

Both the "Description" and "Amount" column on this form are manually editable / fillable. The "Item#" column, which is required by Uniform Invoice Software, is moved out of the printable form. The printable form is the area defined by the "Print_Area" name. In Microsoft Excel spreadsheets, each worksheet could have a print area defined - you it is not defined, the whole used area is printed when you issue the print command; otherwise, only the area identified by "Print_Area" name is printed.

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.

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).

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.

This template has one tax set by default. And by assuming all items are taxable, it does not include the "Taxable" checkbox column like many other templates available here on InvoicingTemplate.com.

Like other form designs here on InvoicingTemplate.com, General Estimate Format is free (offered to you at a price of 0.00USD). It works on Windows XP and all newer versions of Windows, and Excel 2007, 2010, 2013 or 2016.

Format and Specification

Template#c2034
NameGeneral Estimate Template
CategoryOther Invoice Template
Release DateMonday, August 15, 2016
Format (XLS or XLSX).xlsx
Excel Version Excel 2003 / Excel 2007 / Excel 2010 / Excel 2013 / Excel 2016
Feature Gallery
Columns2
Lines18
Line Height (Points)15.75
Print Area$F$3:$N$45
Printable with Papaer Size / OrientationLetter (8-1/2 in. x 11 in.) - Portrait
Default Margins (Points)
Left50.40
Right50.40
Top75.60
Bottom75.60

Sample Templates