QUOTATION MAKER / PROFORMA INVOICE GENERATOR IN EXCEL (VBA / MACROS)

QUOTATION MAKER

PRODUCT DESCRIPTION: -

In a regular day to day business activity it is very common practice to send a proforma invoice to our customers or clients. This helps the businesses to clear various elements such as price, terms, etc in prior.

This product helps to create or generate Quotation or Proforma Invoice very quickly and easily by clicking a single button.



FEATURES / FUNCTIONS: -

A)  Dashboard

B)  Quotations Maker.

C)  Products / Services List.

D)  Quotation Register.

E)  Customer List.

         A)   Dashboard: -

           1)    Generate Quotations: -

           Click on this button which will lead you to template where you can generate quotation.

2)  Add / Edit Product List: -

While generating the quotation we need to enter the products or services. We can add new or edit existing products or services by clicking on this button. 

3)  Quotation Register: -

Quotation Register button will lead you to records of quotation generated.

4)  Add / Edit Customer List: -

While generating the quotation we need to enter the name and other details of customer. We can add new or edit existing products or services by clicking on this button.

(Note: You can directly write the Customer name in quotation which will add automatically in customer details in customer list if not present already.)

5)    Location to Save PDF: -

In Quotation Generate template you can also save quotation in pdf. The location of same can be set here.

B)   Quotation Maker: -

This is the template where we can generate the proforma invoice or generate quotations. It includes the following functions: -

i)      Today’s Date: - This button helps to set the quotation data as of today. The “UP” and “DOWN” buttons beside helps to add and less date by 1.

ii)   No. Prefix: - You can set the quotation number’s prefix here which will help to set the quotation number automatically along with the prefix. “UP” and “DOWN” button add and less Quotation No. by 1.

Example: - Prefix set as “AY-” and if you press “UP” then it’ll set Quotation no. as AY-002.

iii)  Show / Hide Discount: - You can hide / unhide discount column as per your need.

iv)   Instructions: - You can hide / unhide instructions.

v)     Save PDF: - You can save quotation in pdf by clicking on this.

vi)   Record in Database: - Click here to record the quotation and its details in quotation register to track at later stage.

vii) Dashboard: - Click here to go to Dashboard.

viii)       Reset: - Click here to clear all the fields except Quotation No.

ix)   “+” & “-”: - This will add or delete products / services row.

C)  Products / Services Details: -

When we’ll create Quotation, we need to add details of products or services for which we are creating the same. We can add new / edit existing Products or Services from this template. 

D)   Quotation Register: -

This template will show us the details of quotation already generated.

It also has the button “Detailed Register” which will show the past quotation along with the extra details such as products / services mentioned in quotation.

E) Customer Details: -

When we’ll create Quotation, we will add details of customer for whom we are creating the same. We can add new / edit existing Customer Details from this template.

You can also write customer details directly in Quotation which will then automatically add the details to Customer Details List if not present there.

CONCLUSION: -

• NO COST (ITS TOTALLY FREE)
• EASY TO USE.
• NO INSTALLTION (READY TO USE).
• RECORD AND TRACK PAST QUOTAION.
• SAVE QUOTATION IN PDF.
• EXCEL BASED (THUS EASY FOR ANALYSIS)

If you want the above Template for FREE, please email us at feelexcel@gmail.com.

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