Solid Surface Firm Estimate Form is also called quotation, value bill, bill of estimate, estimate format or estimate form. It provides a printable blank form for you to create beautiful estimate document in a what-you-see-is-what-you-get creator. Sometimes this type of business document is also called evaluation sheet, valuation form, skeleton invoice, estimate sheet.
As a solid surface firm your company has built up an enviable reputation for creating truly satisfying and stylish home, modern office and commercial environments at extremely cost-effective rates. You know it is important for you to provide your clients with beautiful and professional business documents, including quotation or estimate document. Note there are difference between an estimate and a pro forma invoice; refer to Free Proforma Invoice Template for more information.
The solid surface firm estimate form designed here by UniformSoft.com meets your requirements for creating quotations and estimates with special fields created solely for your business type. You cater for the growing needs within the industry for a cost effective solution to counter tops, sinks, basins, vanities and many other applications, and supply solid surface product to various industries i.e. Solid Surface Fabricators, Kitchen & Bathroom manufactures and installers, Shop fitters, Laboratories, Schools, Hospitals, Airports and etc. All these can be detailed on the form provided here that can be downloaded for free.
On the top of the template, the left section is designed for your own company information, including a placeholder for your LOGO image, your company name, address, city, state and zip, country, phone and web site address. At the right hand, you won't find the big word 'INVOICE' or something similar that identifies the type of this document. What you can find are 3 important fields: Date, Invoice and Contact Number.
The following section details your customer information, including name and address etc.
The next section is created specially for solid surface business type. First, there is the big label 'Estimate'. Second, on the next line there is a label ' Interior Designer' and a field for you to enter interior designer.
Notes to Invoice Manager users: The interior designer has an icon button near it. Clicking the icon button will bring up a data list window where you can select the interior designer. This list uses the Sales Rep Name table in the database. To set up your interior designers, first click the Settings button on the Invoice worksheet, then go to the Misc Data tab, click the Edit button on the Sales Rep Name line.
The invoice body section has 5 columns inside the print area. They are 'Code', 'Description', 'Sq. Feet', 'Rate' and 'Total Amount'. Total amount is calculated using square feet and rate. And for Invoice Manager users, the icon column outside the print area lets you select products and items from a list window so that you don't have type repeat information (product and item name, price etc.) again and again. The 'Taxable' checkbox column, which is available in both the free version and the Invoice Manager version, allows you to specify whether each item is taxable. If you uncheck a product or an item, the line will be excluded from tax calculation.
The bottom section summarize a document, where you can find the fields such as subtotal, tax, transportation, total, paid, total due. All these fields are calculated using Excel formula, except 'transportation' and 'paid' -- these two fields are manually editable.
The 'Terms and Conditions' section shows you the terms and conditions for your products and services.
The terms and conditions listed above are just a sample of how to place static text on the estimate form that doesn't change once the design of the form is finished. Your terms and conditions surely could vary. To change the static text labels, simply unprotect the worksheet and then type in your own text to create your own estimate form that is suitable for your own solid surface business.
Tip: Enlarge an image by clicking on it.
Choose the format you like and download Solid Surface Firm Estimate Form for free by clicking the corresponding "Download" button. The zip packages include the simplified version for Invoice Manager (Lite).
|The Excel template integrated with Invoice Manager for Excel||Download|
|Solid Surface Firm Estimate Form (Solid Surface Firm Estimate Template) in PDF format||Download|
|Solid Surface Firm Estimate Form and database in a self-extracting zip package||Download|
|Solid Surface Firm Estimate Form, the Excel template (workbook) only (.xls or .xlsx)||Download|
|The Excel template in zip package||Download|
The sample invoice template here differs from the other invoice templates available here on UniformSoft.com in that it does not use 'Product ID' or 'Item #'. Instead, if you fill in an item description on a line, it shows the line number of the current line; but if the description is not filled in, it shows nothing in the field. All this is implemented by using a simple Excel formula.
This invoice format is designed for small cosmetic clinics that offers non-surgical cosmetic service, and offers a variety of anti-aging skin rejuvenation treatments in safe experienced medical hands. The invoice template includes fields that are designed specially for this business type. For example, on the top of the invoice form you could find the fields such as 'Patient', 'Shade', 'Booked In', etc.
This invoice template sample was created based on the general sales invoice template. The most notable characteristic of this free invoice template is that the summary fields are moved to the top of the invoice form. There are 3 printable columns, line#, description and amount, reside within the print area. The line# column is filled in automatically when you enter an amount; both the description and amount columns are editable.
The sample consulting invoice form provided to you for free by UniformSoft.com includes all the usual fields that a service invoice template does, include your own company information, an (optional) logo image, invoice#, invoice date, fields for client information, as well as the invoice body area, where you can detail the price of each invoicing item.
In some business practices it's usual not to list the customer/client details on the receipt or invoice. This template moves both the 'Bill To' and 'Ship To' sections out side the print area, so they will not appear on the printed invoices. The discount column in this template is an amount value. If you would like to use a percentage discount column, see Template with Discount Percentage Column. If you need a template that prints client/customer information, see Template with Discount Amount Column.
This free sample invoice template implements a feature that allows you to charge different tax rates based on the type of an invoicing item - for example, one tax rate for labor and another tax rate for general items (products). The type of an item can be selected from a dropdown list, the Excel formulas implemented in the template check the type, and apply correct tax rate to the current item. The template then calculates all the line totals, subtotal, tax total and grand total, all done in an automated way. You might think this type feature could be hard to find even in some complicated invoicing programs, but with Excel it is done without a line of programming code. This is another good example of how to fulfill your special business requirements by using Excel-based invoicing.