This template provides a sample of creating a service proposal template/service quote template from the default invoice template shipped with the Setup program of Excel Invoice Manager. 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.
The layout of the proposal template/quote template
This service proposal template/service quote template was created with consideration for a service company who installs lights for customers. The company does not want to show Invoice# (i.e. proposal# or quote# in this case), customer# and customer name on the printed invoices, so these fields are move out of the Print_Area. The Invoice Date field remains inside the Print_Area, but with a new label "Proposed", indicating the date of the proposal or quote.
The main form body contains 4 columns. The first column is Room#, indicating the room where the rights should be installed. The other columns are Description, Quantity and Line Total. All the fields on the form body are manually editable - the template does not calculate Line Total from Quantity and Unit Price, but it can easily be modified by using Excel formulas to calculate Line Total from Quantity and Unit Price.
Between Room and Description there is a column of checkboxes. If you check a box, the Line Total on the current line is added to the "TOTAL OF ITEMS SELECTED" cell on the bottom of the proposal or quote, which is a custom field. Since the checkboxes are located inside Print_Area, they will be included on printed invoices, as well as the extracted Excel document.
The Key Points to Implement the Checkboxes
The following chart details all the custom fields used in this service proposal template or service quote template.
||The number of days to complete the job.
||The sum of all the selected service items.
||The place to do the job.
||Is the current service item selected?
Customer Name is a required field. You can fill it with a fixed value such as "A" using Excel formula. If you don't want the Customer Name to appear on the printed invoices, you can even move the cell out of the Print_Area to make your service proposal template or service quote template even simpler.