Versa Sheet – The Ultimate Quoting, Invoicing, Estimating and Pricing Spreadsheet – $24.99!
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A versatile, easy to use, easy to edit, spreadsheet. (For more detailed images click on the links to the right)
(Note – We also include a full set of “Word Templates” that duplicate the spreadsheet forms.)
Our Versa Sheet spreadsheet program is a specially designed worksheet template that has 6 sheets or forms that are accessible via tabs at the bottom of the worksheet. The program is designed to pass information from the quote or invoice page to subsequent pages thus saving time. It is versatile and can be used for a variety of different types of businesses. The version available on this site is mainly for businesses that sell physical products. We have a service business version available also. If you purchase this version the service version will be available for download also at no additional cost.
With one quick click you can access the following sheets:
- Quote Form – you can start with either the quote form or the invoice form depending on whether you are quoting an order or actually invoicing the sale.
- Invoice Form – this form is accessable using the QUOTE_INVOICE tab. If you have already filled out the quote form then you can hit Ctrl+i and the quote will be converted to an invoice via a macro. Ctrl+q will change it back to a quote.
- Packing List Form – if you ship packages then you would use this form. Everything is filled in automatically from the invoice or quote form. You only need to enter the number of items you actually shipped along with any notes.
- Fax Cover Sheet Form – this form is also automatically filled out. You would just enter the remaining information, print the form and fax.
- Inventory Form – this is a quick reference page that allows you to enter your product description, price and any notes. As you are preparing quotes or invoices you would use this page as a reference. I enter my descriptions on this page and then copy and paste them to my quote or invoice form as necessary.
- Pricing Module – this is a great part of the program. It allows you to accurately price any product or service by simply estimating materials, labor and if applicable, mileage. The module applies a markup to your materials and then adds labor to arrive at a market price. I have found that this is the simplest way to price things and leaves less room for error. As you price products you can enter them into the inventory form for future reference.
To use this spreadsheet you will need Microsoft Excel installed on your computer. If you have Microsoft Office then you are fine. After the spreadsheet is downloaded to your desktop you will double click on it to open the program. You should get a little warning telling you that there are macros in the spreadsheet. Click enable macros to continue. The first time you use the spreadsheet you will enter your company information and sales tax rate. Each sheet will have instructions built in to it for easy reference. CLICK HERE for easy to follow instructions.
We use this program in our business and it saves us hours of time each week. I am confident that it will help you as well. If you have any questions or need assistance you can reach Steve Cole at [email protected] or at (850) 934-3157.