Typically, a perfect quote needs to provide some basic information like: • It needs to clearly define the net price that would be incurred while carrying out the work. • Provide a detailed list and price for each work • Specifies clearly that what all is covered in the quotation and what is excluded • Date till which the current quotation is valid • Companies and customer contact details • Terms & Conditions for the quotation if any Quote template is comprehensive template and it includes all the above mentioned details. This easy to use template comes in two different formats: Portrait and Landscape. If the customer accepts the quote then it needs to be officially signed and sent back via e-mail, fax, mail, courier, etc. To confirm the acceptance. Using Quote Template This template has a settings page that acts like a mini database and stores all the company details that would get automatically populated on the Quote. You can select enable or disable option from the drop down menu to either print the company name or slogan on the top or not. Microsoft Office Sales Quote Template autocad 2015 free download for mac camworks tutorial video autodesk maya free download full version. Spreadsheet123's Price Quote Template is just the right template for. Price Quote Template for Excel® 2003+ & Google Docs. Microsoft Excel® 2003 or Higher. There is an option to select a color scheme for the quote; you can select the preferred color through the design picker. You can also record the Company Address on the settings page and this saves you from re-typing the address on every Quote. This page also has pre-defined country setting like any applicable tax that the country levies and the currency in which the Quote needs to be published. It also includes two sheets, named as 'Price Quote' and 'Price Quote(Lanscape)'. The first sheet has a portrait layout and the other one is in landscape layout. You can use the format as per your preference. Both the sheets has the company details and the logo on top with the company address that populates, automatically. Advertisement The price quote worksheet has a table that clearly describes the services, items details, etc. Along with its quoted price. The sub-total for the entered list of task is automatically calculated. You can specify the discount value if any and the VAT/Tax percentage, etc. The page automatically calculates the VAT/Tax percentage amount and the Total Quotation value with help of pre-defined formulas. Once all the details are correctly filled you can take a print of the quote or can convert it into a PDF file and mail to the customer for approval. Customize Microsoft Office Word templates This topic shows you how to modify Microsoft Office Word templates provided by Microsoft Office Accounting 2009. Most of the tasks you perform to customize your Office Word templates are performed inside Word. For more detailed information, see Microsoft Office Word Help. In Microsoft Office Word 2007 and Office Word 2003, Office Word templates use a technology called Extensible Markup Language (XML) to provide you with the fields into which information about specific persons and transactions will be inserted. You do not need to know very much about XML to work with the templates, but because Word does use some terminology related to XML to describe tasks you perform, it is mentioned here. XML resembles HTML, the language used to author pages on the Web. Additionally, in this context, XML tags are generally the equivalent of fields. Microsoft Word 2002 and Word 2003 Standard do not use XML for fields and are somewhat more limited in the customizing options that are offered. All templates included in Office Accounting 2009 are read-only. After all modifications, you must save and rename the template. The following table lists the tasks available in Microsoft Office Word versions that Accounting 2009 supports. Note: If you are using Word 2007 or Word 2003, search on 'smart documents' or 'XML tag' to find information about using the XML tags available in the Document Actions pane. If you are using Word 2002 or Word 2000, work with fields. To prevent unwanted changes to the template, you can make it read-only and protect the read-only status with a password. • When you are finished, save your document in Word. • Click Close to return to the Manage Microsoft Office Word Templates dialog box. • Click Close. Modify a Microsoft Office Word template • On the Company menu, click Manage Word Templates. • In the Manage Microsoft Office Word Templates dialog box, in the Template types list, select the type of form you want to edit: invoice, sales order, quote, customer credit memo, customer statement, or purchase order. • In the Templates list, click the name of the template that you want to edit. • Click Modify to open the template in Microsoft Office Word. • Make changes to your form template. Note: If you edit one of the templates provided with Accounting 2009, you must save it under a new file name. • Specify a file name for the template, and then click Save. • Click Close to return to the Manage Microsoft Office Word Templates dialog box. • Click Close. You can hide the XML tags by clearing the Show XML tags in the document check box. The Document Actions pane is customized for each template, because you will normally include different information in different kinds of business documents. Add, edit, or delete XML tags Your Microsoft Office Word Help contains instructions for working with the XML tags in the templates. In addition, you can also modify documents by using the table editing functions in Word. Use table gridlines for easier editing You can make the document a little easier to edit by showing table gridlines, which won't appear when you print the document. To show gridlines in Word 2007: • Click in the table. • Under Design, on the Layout tab, click View Gridlines in the Table group. In Word 2003, gridlines are on by default. You can turn them off by doing the following: • On the Table menu, click Hide Gridlines. Add a logo to your document If you have a graphics file containing your company's logo, you can add it to any Word template using one of the two following procedures. To add a logo to your document in Word 2007: • Select the logo placeholder labeled YOUR LOGO HERE. • On the Insert tab, click Picture. • Navigate to the folder that contains your company logo file, select your logo file, and then click Insert. • Delete the logo placeholder. To add a logo to your document in Word 2003 or Word 2002: • Click the logo placeholder labeled YOUR LOGO HERE. • On the Insert menu, point to Picture, and then click From File. • Navigate to the folder that contains your company logo file, select your logo file, and then click Insert. • Delete the logo placeholder. Note: In Word 2002, you will not need to delete the drawing canvas manually. Add a company slogan to your template To add a company slogan to your template: • Click anywhere in the text block [Your Company Slogan]. • Type your company slogan and format the text as you want. Refresh the template list Following any modifications to Office Word templates, save and rename the document. Return to the Manage Microsoft Office Word Templates dialog box and click Refresh. Your customized template will appear in the list of available templates. Use the Line field to insert a complete table The Document Actions pane has a tag called Line that you can use to insert an entire table into a template. The table contains columns useful to each type of template you want to create. You can edit, add, or delete columns using the table editing options in Word. The Line tag is located at the bottom of the Document Actions pane.
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