Estimate Template (Excel)
Create or download an editable estimate template for Excel.
Fill required fields.
Ajoutez votre nom, un nom de client et au moins une ligne pour activer le téléchargement.
Votre nom
Nom du client
Configuration
Fill required fields.
Facture
Facture # 0001
Issue date: 09/08/2026
From
—
Bill to
—
| Description | Qty | Rate | Amount |
|---|---|---|---|
| — | 1 | 0,00 $US | 0,00 $US |
Notes
—
Terms
—
Consultez nos méthodes de calcul, nos sources de données et nos limites de conformité.
Aperçu
Complete the estimate in the live editor, verify it in the preview, and download the current document as a populated .xlsx file for Excel.
The export carries over the parties, dates, line items, totals, payment terms, and notes you entered below.
Comment ça marche
- Complete the editor: Enter parties, dates, currency, line items, tax, discounts, and shipping.
- Review the preview: Confirm the current values and totals before exporting.
- Download Excel: Generate a populated XLSX workbook with formulas.
- Review in Excel: Check the formulas after further edits, then save or print the workbook.
Éléments essentiels
- Estimate number, issue date, and due or validity date
- Sender and prepared for details
- Item descriptions, quantities, unit prices, and amounts
- Subtotal, tax, discount, shipping, total, and balance due
- Payment terms, instructions, and notes
FAQ
What file do I receive for Excel?
You receive an editable XLSX workbook compatible with Excel.
Are totals calculated automatically?
Yes. The workbook includes the current totals and formulas for line amounts, subtotal, tax, total, and balance due. Verify formulas after importing into another spreadsheet application.
Does the download contain my invoice data?
Yes. The exported file contains the parties, line items, amounts, and other document details currently shown in the editor.
Confidentialité
The editable export is assembled from the current document in your browser. We do not receive a separate copy of the DOCX or XLSX file.