Service Proposal Template/ Service Quote Template with Checkboxes on Each Service Item

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Name

C4-009

Invoice template screenshot. Click to enlarge

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

As described above, the checkboxes should be included in the extracted version of proposals or quotes. Since Excel Invoice Manager removes all the ActiveX controls except those have specific prefixes in their names, you should name the checkboxes oknWidget_1, oknWidget_2, oknWidget_3, and so on. See Customizing Invoice Template for the details.
In order to be able to save a proposal or quote to database and reload it at a later time, the value of the checkboxes should be saved to the backend database too. To implement this, the values of the checkboxes are linked to Excel cells, and the cells being linked are defined as custom fields.
To link a checkbox to an Excel cell:
1. Unprotect the sheet. Switch to design mode. See Customizing Invoice Template to find out how to this.
2. Right-click the checkbox, choose Properties.
3. Find the LinkedCell property; enter the cell name to which the current checkbox is linked

Custom fields

The following chart details all the custom fields used in this service proposal template or service quote template.

Table name	Field name	Field type	Comment
Invoice Header	Days	Decimal(12,2)	The number of days to complete the job.
Invoice Header	SelectedTotal	Decimal(12,2)	The sum of all the selected service items.
Invoice Body	Room	Text(60)	The place to do the job.
Invoice Body	Selected	Integer	Is the current service item selected?

Note

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.

Requirements

This template uses custom fields. It requires Platinum/Pro/Enterprise editions of Excel Invoice Manager

Notes

You have to install Excel Invoice Manager, the billing software and invoicing software based on Excel invoice templates, in order to run the templates in the member area.
To download the Excel template, first login using your e-mail and password.
After downloading, double click to open the template. The new invoice template will find Excel Invoice Manager and work with it.
To report a broken link, please click here.

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