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The template works with both the Microsoft Store edition and the desktop edition of the app. Make sure you have installed one of them.

How to use:

  1. Download the EXE package.
  2. Double-click to extract the files into a folder. Make sure you have full access privileges to the folder, such as a subfolder inside “My Documents”.
  3. Open the template.
424 KBDownload

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

Screenshot

screenshot for Service Proposal and Quote

Detail

This form contains a selectable checkbox column, which makes it possible to select or deselect service items. The sheet then calculates the total amount based on the selected items.

See also: Service Proposal Template with Checkbox Column (c4107).

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 the invoice number (or proposal number, or quote number), customer number, or customer name on the printed documents, so all these fields are moved outside the printable area. This is a big difference between a proposal template and an usual invoice template.

The Date field is still there, but it now has a new label, Proposed, indicating the date of the proposal or quote.

Format and Specification

Template#c4009
Belongs to

Quotation

Other

Format (XLS or XLSX).xlsx
Columns4
Lines16
Line Height (Points)24.00
Print Area$F$2:$O$40
Papaer OrientationPortrait
Default Margins (Points)
Left18.00
Right18.00
Top75.60
Bottom75.60
PriceFree