Design Excel proposal templates

A proposal report template controls how your Excel proposals look and what data they display. A template is a JXLS‑backed .xlsx file that binds JSON into cells and uses Excel formulas and loops for calculations. An Excel proposal is ideal for tabular data and post‑export analysis. Ot offers faster iteration when users need to work in spreadsheets.

Learn how to design an Excel proposal report template:

1. Complete the prerequisites.

2. Create a template file.

Prerequisites

To create an Excel proposal template, you need any spreadsheet editor that saves .xlsx.

Create a template file

1. Create an .xlsx workbook in your editor.

2. Plan column widths and number formats early.

3. Write expressions, loops, and conditions. For details on supported values, read Parameters, fields, and expressions for proposal templates.