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You are downloading the setup program for EG Quote & Invoice, quoting and invoicing software that runs inside Microsoft Excel (free edition). Setup shows the license agreement (EULA) before it installs anything. The one change it can make to Excel’s settings, adding its folder to Excel’s Trusted Locations, comes from a box that is ticked by default and that you can untick.
You are downloading EG Quote & Invoice for Excel for Mac (free edition): a single .xlsm workbook for quotes and invoices. Nothing is installed.
Download not started? Click here to download it now.
Rather not run a setup program, or your browser held the file back? Download the workbook on its own, a single .xlsm file. Nothing is installed and no Windows setting is changed: save it in a folder you back up, open it in Excel and allow its macros. It shows the same license agreement and checks in the same way.
What the setup program does
- Installs the workbook and its icon in Documents\ExcelGurus\EG Quote & Invoice (you can choose another folder), Start menu shortcuts, a desktop shortcut you can untick, and its uninstaller and settings in your Windows user profile. No administrator rights.
- A box, ticked by default, adds that folder and its subfolders to Excel’s Trusted Locations, so the workbook normally opens with no macro warning. Untick it to leave Excel as it is.
- Setup itself sends nothing. The workbook shows the license agreement again the first time it opens; once you accept it there, it tells our server that a copy has been opened, then checks in normally once a day when it is opened. These messages carry the product, its version, whether a license is active and anonymous identifiers, including a random installation ID that Setup keeps in your Windows user profile. They never carry anything from your spreadsheets (Privacy Policy).
- To remove it: Installed apps in Windows Settings (Apps & features on Windows 10 and early Windows 11), or Uninstall in the ExcelGurus Start menu folder. That takes the folder back out of Excel’s Trusted Locations and asks whether to keep your files (uninstall steps).
Windows may show a SmartScreen notice the first time a new setup program runs. If it does, its details should name the publisher ExcelGurus LLC.
On a Mac
- Save the workbook in a folder you back up, such as Documents, and open it in Excel for Mac (Microsoft 365 or Excel 2024).
- When Excel asks, click Enable Macros (how to allow macros). The first time it opens it shows the license agreement (EULA), then checks in with our server as described in the Privacy Policy.
- Each PDF asks where to save it. The first time you save into a new folder, macOS may ask you to let Excel use it.
- To remove it, delete the workbook. Your clients, catalog, quotes and invoices are inside it; your PDFs stay where you saved them.
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Step 1
Open
When the download finishes, open the setup fileworkbook from your browser’s download list, at the top right of this window.
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Step 2
Enable macros
Excel for Mac asks whether to enable the workbook’s macros. Click Enable Macros. Keep the workbook in a folder you back up, such as Documents, not in Downloads.
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Step 2
Install
Click Next through setup, then Install. Setup asks about one Excel setting; What the setup program does, above, explains it.
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Step 3
Start
Click Finish on setup’s last page, and Excel opens EG Quote & Invoice. Accept its license agreement, then click New here? Load sample data on Home and confirm. It loads a full set of sample quotes, invoices, clients and products, so you can try everything before entering your own. Remove sample data, at the top of Home, takes it out again.
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