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Formato de Cotizaci贸n o Pro-forma en Excel. Cotizaci贸n en Excel. Descargar Gratis - YouTube
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In this new video they will learn to
make a pro-forma or quote
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that way they can send a quote to
your customers in an easy and simple way.
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All right, first we open one of the
browsers
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and we enter the following website
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the same that I will leave you in the description
of the video, we double click on blog
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and here we have the quote format
in excel to download, we go down as
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come we have some instructions
how to use the quote format or
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pro forma and then we have the
pro forma structure
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and here it indicates download the format
of quotes, we click download
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we can do it in both MEDIAFIRE and MEGA
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we left click on download
and here in this part where is this
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green icon where it says
downloads, we make a left clip
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we press to accept
and immediately
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the quote format is downloaded.
To start editing we click
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enable editing.
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Alright, firstly we are going to insert
our logo
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we remove that
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now in this space we place the
company name or company name
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in this space they will place all the
your company information
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alright now in the next space
they will put all the information of your
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customer or the company you want
hire their services
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very well, once the
information in the upper right
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we will put the quote number,
that would be the correlative number
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for the date we will insert a
function
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that would give us the current date
in this box we will place the
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validity of the proforma and here we have
an indication that tells us establishes
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to make it fifteen days the duration of
the offer very well
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we place =
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+ 15 days
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Now we are going to place the quantity
description the unit price and
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the total price of our product or
service
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alright now here we are going to put a formula
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the quantity multiplied by the price
unit gives us the total,
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now we are going to copy the formula
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locating ourselves at this point we press
left click and drag,
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very well, as you can see be
unconfigured the format
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we give it (Ctrl + Z) to undo and we go
to use another formula
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we are going to select everything, we press the F2 key
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we press CTRL
and as you can see, the
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formula but the
Format
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very well here we apply the formula of
Autosuma
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and here it tells us that you have a discount
2% may be that in their
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internal trade policies of your
company because it does not have that 2%
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but in this case it does
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to the subtotal
we apply 2%
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the net would be a subtraction of the total by the
2% discount
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very good,
next we have to calculate the
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tax the tax would be 13% of VAT and 3% of IT
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we apply the following function we open
parenthesis
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the NET
by 13%
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+ open parentheses
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the NET again
by 3%
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we press ENTER, in others we have absolutely nothing
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now total would be a sum
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very well, we already have our proforma
list
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the next step would be to turn it into
PDF to send to the client we are going to
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the file option,
save as
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we will choose on the desktop, we are
choosing the route where we are going to
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save the file
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is going to be called proforma or quote
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and finally we press save
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We wait a moment to be able
visualize and how they can observe.
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We already have the pro-forma ready to be
sent to our customers. very good
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that was it. I hope this video is useful and we will see you in the next video.
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