QUOTATION Looking for Excel quotation template spreadsheets for your small business? We have ready-to-use free samples for you. All the invoice templates here on InvoicigTemplate.com can be easily converted to quotation templates with the built-in tool in Invoice Manager for Excel (namely Uniform Invoice Software). Starting with version 6.11, Invoice Manager for Excel (namely Uniform Invoice Software) supports quotations. This means you can easily convert a quotation to an invoice once the prices and terms of goods, items and services are accepted by the customer. Create quotation template from invoice template.
Make sure you have the latest version of installed. Open your invoice template. Click the 'Tools' drop-down command on the 'Invoice' ribbon tab.
Free Excel Invoice Templates. Using free Excel invoice templates is an easy way to create customized, professional invoices that can be modified to suit various clients and services. Any business, large or small, will benefit from streamlining the design and functionality of their invoices. And because all the calculations are done for you.
Choose 'Copy invoice worksheet to create quote worksheet' command. Click 'Yes' to continue the process. A new worksheet 'Quote' is created. The newly create quotation form has exactly the same layout as the original invoice sheet. To make it work with Invoice Manager for Excel (namely Uniform Invoice Software), it also applies the following changes:. Name all cells/fields with 'oknQt' prefix. Updates all formulas.
Updates the 'cell link' properties of form controls (if any). Replaces all the occurrences of the text 'Invoice' with 'Quote'. You may still need to tweak the quote form manually. For example, many invoice templates here on InvoicingTemplate.com contain the 'Paid' and 'Balance Due' cells, which are not suitable for a quotation for estimate template. The shipped with Invoice Manager for Excel (namely Uniform Invoice Software) includes the quotation sheet created in this way. Create a quotation.
The steps for creating a quotation are similar to those of creating an invoice. Refer to our or for information on how to create a customer account and your first invoice. Open the quote template / invoice template as usual. Switch to 'Quote' worksheet if it is not the active one. Click 'Clear & New'.
This makes the form ready for a new quotation - all fillable cells are cleared, and some of them are filled with default values - for example quotation date, sales rep. Name, payment term etc. Click any cell inside the 'Bill To' area. The on-sheet picker button appears. This smart button appears whenever you click a supported cell. Click it to open the list of customers / clients. You can double-click a customer account to retrieve all the information about the customer, or if want to create a new customer account, then fill the information directly into the 'Bill To' section.
Fill in products, i.e. Quoted items into the detail section. Note the subtotal, tax and total cells calculates the amounts automatically.
Click 'Save To DB' on the sheet, or 'Save Quote' on the Excel task pane. Invoice Manager for Excel (namely Uniform Invoice Software) numbers the quotation automatically, and if the customer account is new, an account number is created too. These number are unique.
The starting number and prefixes could be set by clicking the 'Settings' button, and then the 'Database' tab. Now you can print a hard copy the quotation. To do this, click the 'Print' button. Or, you can email the quotation directly to the customer, in PDF, image or Excel format. To do this, you simply need to click the 'Extract / Email' button. However for the first time usage, you have to fill in your email account information.
To do this, click 'Settings', and then go to the 'Extract / Email' page. Please refer to to find out how to setup the email options. Convert quotation to invoice. It's just one click to convert a quotation to an invoice.
To do this, follow the steps below. Click the 'Quotes' button on the ribbon, or the button on the 'Quote' sheet. A shows all the quotations you created. Browse the list to find the one you want to convert. Click to select it.
You can use the to locate the quotation you need quickly. You can search by quotation#, client name, address, email, phone or shipping address etc. Click 'Convert to Invoice'. This brings all the quotation information to the 'Invoice' sheet. Verify the information, and click 'Save To DB' or 'Save Invoice' to generate a new invoice. An invoice# is generated automatically. Visit for more information.
Each quotation has a 'Status' property. This could be 'New' or 'Converted', marked with different colors on the list of all quotations. A quotation is marked as 'Converted' automatically whenever you click the 'Convert to Invoice' button. However it does not reflect whether you save the invoice. Free Excel Quote Template is a sub-topic of.
Here are our templates closely related to Free Excel Quote Template. 1. 2. 3.
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13. 14. 15. 16. 17. 18. As an Excel spreadsheet template, we use Excel formulas to calculate subtotal, tax and total.
For example, for the subtotal field, the Excel formula assigned to the subtotal field is '=SUM(oknLinetotal1:oknLinetotal22)'. This is one of the big advantages of using Excel spreadsheet templates.
While you can create beautiful and professional forms too using Microsoft Word, Publisher, PowerPoint or even Adobe Photoshop, it is much easier when you need to do some calculations. This ability, combined with custom fields (user-defined fields) supported by Invoice Manager for Excel (namely Uniform Invoice Software), resulting extremely flexible form designs, as you can see from the samples online here on InvoicingTemplate.com. Or see the to find out what it will like when your customer receive the quotation created using UIS. Another important invoicing tips for freelancer writers or designers is tracking invoices and payments. While the pure Excel-formatted template does produce beautiful and professional invoices, it is not easy when it comes to number and tracking invoices / payments. With pure Excel spreadsheet template, you have to number invoices manually and track payments manually.
And as a freelancer, you may not want to use those expensive and complex accounting / bookkeeping software systems. This is no longer a problem if you have Invoice Manager for Excel (namely Uniform Invoice Software) installed, which is our that connect an Excel spreadsheet template with back end database, offers advanced features like management of customers, products, invoices and payments. Feel free to download the fully functional trail version and see how it works for you. The invoicing app is also able to generate PDF copy of your freelance invoice and send it to your customer electronically. InvoicingTemplate.com offers this free commercial invoice template in Excel format. The template offers that are highly customizable.
With its intuitive interface, you can fill in it just like filling a paper form with a paper. The commercial invoice is required to be furbished as a customs declaration form when exporting goods across international borders. A commercial invoice form includes necessary fields to help the importer present a detailed invoice to the custom authorities. It is presented while clearing the goods. It also includes the terms of Sale, a harmonized code for every item and tax identification of the seller as well as the buyer. The commercial invoice template helps you draft invoices with easy and quick. While there are commercial invoice templates or examples online in other formats, such as Microsoft Word or PDF, the Excel-format commercial invoice template has some interesting features, for example, the use of formulas.
If you use the Invoice Manager for Excel edition, the definition of custom fields is another powerful feature that shouldn't ignore. If you are looking for a guide on how to create a commercial invoice, or what is a commercial invoice, or commercial invoice examples, this free commercial invoice form, like the other samples available here on InvoicingTemplate.com, answered the question in an intuitive way.