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How to Use

Assuming you have downloaded and installed Uniform Invoice Software:

  1. Download Service Proposal and Quote. Double-click the downloaded file to extract all files.
  2. Open the template "service-proposal-and-quote.xlsx" or "service-proposal-and-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.

Service Proposal and Quote

Service Proposal and Quote (c4009)

c4009 now includes the customized invoice template for the latest version of Uniform Invoice Software. This is what you will see when you open service-proposal-and-quote-uis.xlsx.

Service Proposal and Quote (UIS Edition)

Service Proposal and Quote - UIS edition

Download Service Proposal and Quote (c4009)

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.

338 KBDownload

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

2.75 MBDownload

Detail

The proposal and quote template contains a selectable column implemented as a group of check boxes, which make it possible to select or deselect service items to see the amount of different combinations service items.

Since this template is service-orient, the shipping section is moved outside the printable area. The template is designed with an imaginary service company in mind. The main service offered by this company is to install lights for customers. It does not want to show invoice number (or proposal number, or quote number), customer # and customer name on the printed documents, so all these fields are moved outside the printable area. This is a big difference between a quote / proposal template and usual invoice template, yet Uniform Invoice Software can handle this form without any problem.

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 Invoice Date field from the default sales invoice template shipped with Uniform Invoice Software installer program is still there, but it now has new label Proposed, indicating the date of the proposal or quote.

The default sales invoice template of Uniform Invoice Software does have a check box column that is titled with "Taxable", but the column is placed outside the printable area. With this quote and proposal template, InvoicingTemplate.com implemented a check box column inside the printable area, and the check boxes are printable too. If you are interested in the technical detail of the check box column, it is actually a group of Active X control linked to hidden Excel cells - thanks to the flexibility of Excel. Microsoft Excel might be the only one that makes this type of customizations easy to do. And, Uniform Invoice Software takes the advantage of Excel, make a simple template to become a powerful invoicing / proposal / quote program.

Every business is different. Or, you simply want to make your invoice / proposal / quote differs from others. We at InvoicingTemplate.com know this template might not match your requirements exactly. Don't be disappointed. You can still use this as a starting point or sample. Doing further customizations is easy with powerful tools provided by Excel.

Like other form designs here on InvoicingTemplate.com, Proposal and Quote Template 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#c4009
NameService Proposal and Quote
CategoryOther Invoice Template
Release DateFriday, October 25, 2013
Format (XLS or XLSX).xlsx
Excel Version Excel 2003 / Excel 2007 / Excel 2010 / Excel 2013 / Excel 2016
Feature Gallery
Columns4
Lines16
Line Height (Points)24.00
Print Area$F$2:$O$40
Printable with Papaer Size / OrientationLetter (8-1/2 in. x 11 in.) - Portrait
Default Margins (Points)
Left18.00
Right18.00
Top75.60
Bottom75.60

Update History

August 18, 2016

  • Deleted all "select an item" icon buttons. This feature is now provided by the "on-sheet picker".
  • Replaced all ActiveX "Taxable" checkbox with form controls.

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