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The printed version.
Open the template in Excel.
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Download this if you have already installed the Microsoft Store edition of Invoice Manager for Excel, and are looking for additional customized templates.
Download this if you want this design to be set as the default template by the installer program.
This job and work estimate template in Excel spreadsheet format is a design based on c4009 Service Proposal and Quote. With this blank sample template, we move in the "ESTIMATE#" cell and the "Item#" column.
While in the Estimate Templates gallery we've already published several templates that could be used for estimating and quoting purpose, like the General Estimate Template and Telecom Consultant Estimation Template, this template differs from other in the number of columns and the layout of the form itself.
On the top of the blank estimate form you see the service business name. Next to it is the highlighted "ESTIMATE#" and "ESTIMATE DATE" fields. These fields are essentially the "Invoice#" and "Invoice Date" cells that appear on most free invoice templates here on InvoicingTemplate.com.
For this reason, the "ESTIMATE#" support all the features assigned to the "Invoice#" cell by Invoice Manager for Excel. For example, if you click "Save To DB" or "Save Invoice", a sequential, progressive and unique estimate# is generated automatically if the "Estimate#" cell is left blank (see our gallery page at Excel Invoice Template Automatic Invoice Numbering). With pure-Excel spreadsheet solutions, this automatic numbering is not possible without using macros. To display / retrieve an existing estimate or quote, you can simply enter the estimate# into the cell. With the support from Invoice Manager for Excel, the pure-Excel spreadsheet template is not only printable, but also enables features that could be hardly to implement with pure-Excel estimating and quoting software apps.
With Invoice Manager for Excel, the auto-generation of invoice# (in this case, estimate# or quote#) is based on a counter stored in the backend Access database.
The 4 columns on this design are "Item#", "Description", "Qty" and "Line total". All are manually fillable fields.
Format and Specification
|Name||Job Estimate Template for Excel|
|Category||Other Invoice Template|
|Release Date||Wednesday, August 17, 2016|
|Format (XLS or XLSX)||.xlsx|
|Line Height (Points)||27.75|
|Papaer Size / Orientation||Portrait|
|Default Margins (Points)|
|Price||Free (0.00 USD)|
|System||Windows 7 and later, and Excel 2007 and later.|