Send professional quotes and invoices from Excel

EG Quote & Invoice turns Excel into a complete quoting and invoicing system for trades and contractors—client and product catalogs, live profit margins, payment and overdue tracking, and delivery by PDF or email. Everything stays in your own file.

Pay once, use it forever. No subscriptions, no renewals. The free version has no document limits.

Built by an Excel developer — not a template site.

Hundreds of custom Excel projects · 4.9★ average client rating · Building Excel tools since 2010

A finalized quote being converted into an invoice with one click in EG Quote and Invoice

One click turns a won quote into an invoice. No retyping, no copy-paste — the quote is locked as the customer record.

What EG Quote & Invoice does

Built for trades and contractors who already work in Excel—quote a job, turn it into an invoice, and keep track of what has been paid.

Quotes and invoices your logo, line items, tax, terms ▼
Build a document on screen and send it as a PDF or by email. Your company details, logo, and payment terms carry onto every one.
  • Line items — pull products and services from your catalog, or type a one-off line.
  • Numbering — quotes and invoices number themselves in your own format.
  • Dates — a valid-until date on quotes, a due date on invoices.
  • Notes and closing line — add job notes and a thank-you message per document.
  • Duplicate — start a new document from an existing one in one click.
Client and product catalogs enter once, reuse everywhere ▼
Keep your customers and your price list in the workbook so you are not retyping them on every job.
  • Clients — pick a client and their name, address, and email fill in automatically.
  • Products and services — store your descriptions, prices, and costs and add them to any document.
  • Editable any time — update a price once and use it on the next quote.
Picking a saved client fills in their name, address, and contact details automatically

Pick a saved client — name, address, and contact details fill in on their own.

Profit and margin on every job included free ▼
Enter your cost next to your price and see what the job actually earns you—before you send the quote, not after the work is done.
  • Per line — margin on each product or service you add.
  • Per document — total cost, total profit, and margin for the whole job.
  • Customer never sees it — cost and margin stay out of the printed document.
Adding a catalog line item shows cost, value, and margin instantly

Add a catalog item — price lands on the quote, margin shows on your side only.

Payments, balances, and overdue invoices know what you are owed ▼
Record what comes in and the workbook keeps the rest current.
  • Full or partial payments — log a deposit now and the balance later.
  • Status follows the money — documents move from draft to finalized to partially paid to paid on their own.
  • Overdue at a glance — past-due invoices show the due date and how many days late.
  • Outstanding total — see everything you are still owed on one screen.
Any language, currency, and date format works outside the US and UK ▼
Quote in the language your customer reads, priced in the currency you invoice in, dated the way your country writes dates.
  • Six built-in languages — English, Spanish, French, German, Italian, and Polish. Pick one and every label on the document—Quote, Invoice, Bill To, Due Date, Subtotal, Tax, Total—fills in for you.
  • Or your own wording — type your own text for any label and it always wins on the document. Use it to fine-tune a translation, match the wording your trade uses, or set up a language that is not on the list.
  • Any currency — enter the symbol you invoice in and choose whether it sits before or after the amount.
  • Your date format — yyyy/mm/dd, mm/dd/yyyy, dd/mm/yyyy, yyyy-mm-dd, or written out as Mar 15 2026.
Quote  →  Presupuesto  ·  Devis  ·  Angebot  ·  Preventivo  ·  Oferta
Total: $1,250.00  (prefix)   1,250.00 €  (suffix)
Due: 03/15/2026  ·  15/03/2026  ·  2026-03-15  ·  Mar 15 2026
Dashboard and reports open quotes, unpaid invoices, revenue ▼
Open the workbook to a list of every document with the numbers that matter across the top.
  • At a glance — open quotes and their value, unpaid invoices, and total outstanding.
  • Filter and search — narrow to quotes or invoices, to draft, unpaid, paid, or overdue, or search by client.
  • Filtered totals — the total and balance of whatever you are looking at.
  • Reports — revenue and tax over time, on their own page.

Who built this workbook

EG Quote & Invoice comes from the same developer behind hundreds of custom Excel projects. These are reviews of that work.

★★★★★

“I used David over 10 years ago to build some bespoke Excel software which is still going strong and used daily within a thriving business. David is everything you’d want in a freelancer — clear communication, excellent time management, skilled and trustworthy.”

Tommy W. · Client since 2011

★★★★★

“Most likely one of the best freelancers I’ve had the opportunity of working with. I would highly recommend David for any complex VBA coding. We’ll be working with him again.”

VBA Development Client · Upwork

★★★★★

“David does phenomenal work. We brought him in during the middle of a project and he was able to pick up a significant workload very quickly. His communication and ability to deliver are outstanding.”

Report Creation Client · Upwork

Free
The full workbook, with no limit on how many quotes and invoices you create.
$0
no card required

Includes

  • ✓ Unlimited quotes and invoices
  • ✓ Client and product catalogs
  • ✓ Profit and margin on every job
  • ✓ Payment, balance, and overdue tracking
  • ✓ PDF and email delivery
  • ✓ Dashboard and reports

Documents carry a small “Powered by ExcelGurus” line at the bottom.

Download free
Removes the footer
Pro
Everything in Free, with your own branding on every document and two tools that save real time.
$79
pay once · 2 computers

Adds

  • ✓Your branding onlyRemoves the ExcelGurus line from every quote and invoice.
  • ✓Year-end tax packExport documents, line items, and payments for any date range, with totals by month for your accountant.
  • ✓Overdue remindersDraft a payment reminder for any late invoice in one click.

Same workbook. Your existing file unlocks as soon as you enter the key.

Buy $79

Already using the free version? Keep your file—buying Pro unlocks it in place, nothing to move or re-enter.

Questions before you start? Read the help guide or contact support.

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