Create beautiful system proposals for Square that includes a personalized Agent cover sheet, hardware choices, and software pages.  

Clover Proposal Template for Excel

DOWNLOAD:

Clover Proposal Template for Excel

Macros:

Download the file and be sure to save a copy to your Desktop or a folder (it will not work in Excel online).  There is a macro present that can clear all fields between uses, but that requires that you save the file as an .XLSM (macro enabled) file.  Windows also requires some security changes to allow macros to run.  These changes are documeted on a dedicated tab in the sheet.

Agent Customizations:

You can replace your contact info into the cover page as well as enter the prospect and a project title.  There is also a narrative area that can summarize solutions and requirements discussed and included.

Multi-page Use:

Normally one would send just the cover, hardware, and software pages to a prospect.  This can be easily accomplished in Excel by holding down the Control key while tapping each of the desired tabs.  Once selected, tap File and choose either Print or Export (which creates a PDF).