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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.
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.
Note: An updated version, including description of how the checkbox was implemented, is published at c4107 Service Proposal Template with Checkbox Column.
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 Invoice Manager for Excel 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 Invoice Manager for Excel 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 Invoice Manager for Excel 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, Invoice Manager for Excel 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.
Format and Specification
|Name||Service Proposal and Quote|
|Category||Other Invoice Template|
|Release Date||Friday, October 25, 2013|
|Format (XLS or XLSX)||.xlsx|
|Line Height (Points)||24.00|
|Papaer Size / Orientation||Portrait|
|Default Margins (Points)|
|Price||Free (0.00 USD)|
|System||Windows 7 and later, and Excel 2007 and later.|
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.
October 15, 2018
- Cleared all the invalid names from the worksheet.