Assuming you have downloaded and installed Uniform Invoice Software:
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The printed version.
Service Proposal Template with Checkbox Column (c4107)
c4107 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-template-with-checkbox-column-uis.xlsx.
Service Proposal Template with Checkbox Column - UIS edition
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Download this if you have already installed UIS, but 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 layout of this service proposal template is similar to c4009 service proposal template. While it does not include major changes to the proposal form layout, we take a closer look at how the checkboxes work on the Excel form.
The following document was originally published on office-kit.com for the proposal and quote template C4-009. We revisited and published it here on InvoicingTemplate.com.
This template provides a sample of creating a service proposal template/service quote template from the default invoice template shipped with the installer program of. As a service proposal template/service quote template, it does not contain "Ship To" fields. The most specific feature of this template is that it offers a checkbox column, which you can check/uncheck on various service items so that your customers can see what the totals would be for those particular items only.
This template was created with consideration for a service company who installs lights for customers. The company does not want to show Print_Area. The field remains inside the , but with a new label " ", indicating the date of the proposal or quote.(i.e. or in this case), on the printable form, so these fields are move out of the
The main form body contains 4 columns. The first column is editable - the template does not calculate from and , but it can easily be modified by using Excel formulas to calculate from and ., indicating the room where the rights should be installed. The other columns are , and . All the fields on the form body are manually
Betweenand there is a column of checkboxes. If you check a box, the on the current line is added to the " " cell on the bottom of the proposal or quote, which is a custom field. Since the checkboxes are located inside , they will be included on printed invoices, as well as the extracted Excel document.
As described above, the checkboxes should be included in the extracted version of proposals or quotes.
To link a checkbox to an Excel cell:
The "TOTAL OF ITEMS SELECTED:" on the bottom of the proposal form calculates line totals of all items where the checkbox is checked. The Excel formula used is:
The following chart details all the custom fields used in this template.
|Table name||Field name||Field type||Comment|
|InvHdr||Days||Decimal(12,2)||The number of days to complete the job.|
|InvHdr||SelectedTotal||Decimal(12,2)||The sum of all the selected service items.|
|InvBdy||Room||Text(60)||The place to do the job.|
|InvBdy||Selected||Integer||Is the current service item selected?|
Like other form designs here on InvoicingTemplate.com, Service Proposal Format with Checkbox Column 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.
|Name||Service Proposal Template with Checkbox Column|
|Release Date||Thursday, March 23, 2017|
|Format (XLS or XLSX)||.xlsx|
|Excel Version||Excel 2003 / Excel 2007 / Excel 2010 / Excel 2013 / Excel 2016|
|Line Height (Points)||24.00|
|Printable with Papaer Size / Orientation||Letter (8-1/2 in. x 11 in.) - Portrait|
|Default Margins (Points)|
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