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How to Use

Assuming you have downloaded and installed Uniform Invoice Software:

  1. Download General Quote Template for Excel. Double-click the downloaded file to extract all files.
  2. Open the template "general-quote.xlsx" or "general-quote-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)!

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Screenshots and Images

The printed version.

General Quote Template for Excel

General Quote Template for Excel (c2035)

c2035 now includes the customized invoice template for the latest version of Uniform Invoice Software. This is what you will see when you open general-quote-uis.xlsx.

General Quote Template for Excel (UIS Edition)

General Quote Template for Excel - UIS edition

Download General Quote Template for Excel (c2035)

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.

315 KBDownload

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

2.76 MBDownload

Detail

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.

Since the line totals are manually editable, i.e. not calculated from hours and rate or quantity and unit price, it is more like a general invoice template.

In a business scenario, quotes and estimates are two types of closely related documents, but there are still important differences between them. Understanding the difference between a quote and an estimate can save you time and money and protect you from legal risks and business losses. A quotation is a fixed price offer that can't be changed once accepted by the customer. This holds true even if you have to carry out much more work than you expected. On the other hand, an estimate is an educated guess at what a job may cost - but it usually isn't binding. To take account of possible unforeseen developments, you could provide several estimates based on various circumstances. This will prevent your customer from being surprised by the costs.

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.

Uniform Invoice Software support custom fields or user-defined fields, which is a unique feature that allows you to add new fields to the backend database as well as to the spreadsheet form. General Quote Template for Excel uses custom fields to implement the features that are not available in the default template shipped with the invoicing program. With the support for custom fields in the database, Uniform Invoice Software has the ability to manipulate the newly added fields in database, includes adding them to reports. With the support for custom fields in the Excel worksheet, our invoicing app has the ability to create the relationship between fields - for example, one field should be the sum of the other fields, or the value of one field should be calculated only when another field value equals a certain value.

The support for custom fields makes it possible for even an end user who does not know programming at all, could add new features to her/his invoicing creator such as General Quote Template for Excel without writing one line of programming code. Feel free to Search and download more samples. Sometimes our customization samples are offered in two editions here on InvoicingTemplate.com, that are one freeware edition, and another edition that works only with our invoicing software installed.

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 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 running a small business, look no further to those expensive and expensive invoicing / quoting software systems. A simple template could help you on creating quotations that look professional - or even better than those complex apps.

Like other form designs here on InvoicingTemplate.com, General Quote Format in Excel Spreadsheet 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#c2035
NameGeneral Quote Template for Excel
CategoryOther Invoice Template
Release DateFriday, August 19, 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$46
Printable with Papaer Size / OrientationLetter (8-1/2 in. x 11 in.) - Portrait
Default Margins (Points)
Left50.40
Right50.40
Top75.60
Bottom75.60

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