⚠️ Compatibility Notice

This product requires Microsoft Excel 365 Desktop for Windows.

It does not work with:

• Microsoft 365 Basic (web version)
• Excel Online
• Excel for the browser
• Google Sheets
• LibreOffice Calc
• Older Excel versions that do not support modern VBA features

This workbook uses VBA macros and desktop Excel features that are not available in web-based spreadsheet applications.

Configure. Invoice. Get Paid.

Designed for people who already use Microsoft Excel and want to automate repetitive administrative work without switching to expensive accounting software.

Stop recreating the same quotation every time.

Configure your company information, customer database, and product catalog once. From then on, simply select a customer, choose products or services, and generate polished quotations or invoices within seconds.

Export directly to PDF, send it to your customer, and get paid faster.

No subscriptions.

No repetitive work.

Just Microsoft Excel doing what it does best.

Features

✔ Professional Price Quote template

✔ Professional Invoice template

✔ Customer database

✔ Product & Service database

✔ Automatic calculations

✔ Automatic document numbering

✔ VAT support

✔ Direct PDF export

✔ Built-in QR payment codes for faster payments

✔ Invoice statistics dashboard

✔ Reusable customer and product information

✔ Fully editable templates

✔ Microsoft Excel 365 Desktop compatible

How it works

1. Configure your company information.
2. Add your customers.
3. Create your products and services.
4. Select a customer.
5. Select the required products or services.
6. Generate a quotation or invoice.
7. Export directly to PDF.
8. Send it to your customer and get paid.

That's it.

No manual copying.

No repetitive formatting.

No manual calculations.

What's Included

• Price Quote & Invoice Generator for Microsoft Excel 365 (.xlsm) including Figitally Signed VBA Code
• Sample Price Quote (PDF)
• Sample Invoice (PDF)
• README

Perfect For

• Freelancers
• Consultants
• IT Professionals
• Contractors
• Agencies
• Self-employed professionals
• Small businesses

Why This Workbook?

Most Excel invoice templates still require you to manually copy customer information, products, prices, and calculations into every new quotation or invoice.

This workbook works differently.

Configure your business once, maintain your customer and product databases, and generate consistent quotations and invoices whenever you need them.

Built-in automation handles calculations, document numbering, PDF export, and QR payment code generation, while the integrated dashboard provides an instant overview of issued invoices and basic business statistics.

Instead of wasting time on repetitive administration, you can focus on your actual work.

Requirements

• Microsoft Excel 365 Desktop for Windows
• VBA macros enabled

Frequently Asked Questions

Does this work with Microsoft 365 Basic?

No. Microsoft 365 Basic only includes the web version of Excel, which does not support VBA macros.

Does this work in Excel Online?

No.

Does this work in Google Sheets?

No.

Does this work in LibreOffice Calc?

No.

Does this require a monthly subscription?

No. After purchase, the workbook is yours to use without any recurring subscription fees.

Does the workbook contain Digitally Signed VBA Code?

Yes.

Can I customize the workbook?

Yes. The workbook, including company information, customers, products, and document templates, is fully editable and can be adapted to your own business.

Can I modify the quotation and invoice templates?

Yes! You can customize the layout, colors, fonts, and other formatting to match your company's branding.

Can I modify the QR Code colors and shapes?

Yes! You can customize the QR Code shapes and colors to match your company's branding.