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How to create a template in Excel and streamline your work

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Store any number of templates in the secure, unlimited cloud storage. Allow your team members to access, edit, manage, and share documents from anywhere.

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Create batches of personalized documents based on a specific template. Send emails with contracts, invoices, and other documents pre-filled with data from Google Spreadsheets.

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Use a template to generate multiple document copies and populate them with data all at once without having to open, fill out, and save each document individually.

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How to make your Excel template with pdfFiller

Creating a template takes no more than a few minutes, but you can reuse it infinitely.

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Streamline Your Work with Our Excel Template

Are you looking to enhance your productivity with Microsoft Excel? Our customizable Excel template helps you organize your tasks, manage projects, and simplify your workflow. Enjoy a seamless experience that addresses your specific needs and saves valuable time.

Key Features

Easy-to-use interface that requires no advanced skills

Pre-built formulas that automate calculations

Customizable sections for any project or task

Data visualization tools for better insights

Mobile-friendly design for on-the-go access

Use Cases and Benefits

Project management for tracking deadlines and milestones

Budget planning to avoid overspending

Task lists for prioritizing workloads

Inventory tracking for business efficiency

Data analysis for informed decision-making

By using our Excel template, you gain a powerful tool that simplifies your daily tasks. Eliminate confusion, reduce errors, and enhance your overall productivity. You focus on what matters, while our template takes care of the details.

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Find a suitable template in pdfFiller’s online library and customize it to your needs.

Agreement

Budget

Contract

Invoice

Resume

Letter

Schedule

Cover Letter

Planner

Receipt

Recommendation

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Do you know an easy way how to create a template in Excel?

Open a new workbook and compose a document per your requirements. After you set up the layout and formatting, save the workbook as an Excel template by clicking "File →Save As → Excel Template (*.xltx)." You'll be able to quickly access your pre-designed copy in Excel and utilize it anytime needed. Alternatively, consider pdfFiller and its intuitive editor to craft custom reusable templates for professional and personal needs.

Do you know how to create a template in Excel more efficiently?

If you are looking for a better way to craft and manage templates, choose pdfFiller. It offers an intuitive editor where you can create professional fillable templates and easily manage them per your requirements. The editor works with various file types, such as .xls documents, so you can rapidly make a reusable paperwork draft and save it in Excel format with just a couple of clicks. With pdfFiller, you can simplify your document management processes and save time while ensuring consistency in your data entry.

How can I make changes in an Excel template I made earlier?

Launch Excel and open your previously created template by clicking "File → New → Personal" (for Excel 2013) or "File → New → My Templates → Personal Templates" (for Excel 2003 or 2007). Make the necessary modifications in design or updates in formulas or data ranges. Save the template once again by clicking "File → Save As" and choosing "Excel Template (*.xltx)" from the "Save as type" dropdown menu.

How can I share my custom Excel template with my team members?

Sharing an Excel template with your colleagues is easy. If you're a Microsoft 365 user, click "File → Share" and then attach the document to an email or export it to OneDrive and distribute it via a direct link. If you're an Office 2016 user, click "File → Share → Email" and send the document as an attachment. If you work with pdfFiller, you can save your PDF template as an Excel spreadsheet and then share it with your colleagues.

Your go-to guide on how to create a template in Excel

Excel tables are versatile tools used across business sectors for financial management and data organization. Even so, constructing large tables with the proper cell formats and formulas can be time-consuming and pretty challenging. Dealing with pre-designed drafts for commonly used documents and tables is an excellent solution to save time and ensure consistency in data entry. That's why understanding how to create a template in Excel is crucial. With our step-by-step instructions, you will be able to create custom templates in Excel 2007, 2010, and 2013. The process is similar in different product versions, with slight variations in the interface.

Follow these steps and explore how to create a template in Excel:

01

Open Microsoft Excel and create a new Workbook per your requirements.

02

Add paperwork content and change the layout and formatting as desired.

03

Alternatively, pick an existing spreadsheet you want to convert into a template.

04

For Excel 2013: click File → Save As and select "Excel Template (*.xltx)" from the "Save as type" dropdown.

05

For Excel 2007 and 2010: click on the Office Button/ File tab → Save As → "Excel Template (*.xltx)".

06

In Excel 2003 and earlier versions, select "Excel 97-2003 Template (*.xlt)" accordingly.

07

Utilize the "Macro-Enabled Template (*.xltm)" file format if your workbook has any macros.

08

Access your custom template to easily generate and customize a new document:

In the 2007 and 2010 application versions, click Office Button tab → New → My Templates → Personal Templates"

09

In the 2013 app version, click File → New → Personal and pick your copy.

10

Consider pdfFiller as an alternative for template building, managing, and sharing.

Creating custom, pre-designed paperwork can significantly increase your efficiency. If you need more flexibility in document management, pdfFiller is also a great solution. This online editor allows you to easily generate custom fillable templates or modify the custom-made ones available in the editor's library. Experience the convenience of pdfFiller today and increase your document workflow to new heights!