Invoice & Quotation Generator — Excel Template

A ready-to-use Excel workbook for creating professional invoices and quotations in minutes — not from scratch every time.

Built around a client database and product catalog: pick a client and product from dropdowns, and totals, tax, and client details fill in automatically.

What's included

• Invoice and Quotation sheets with auto-numbering and automatic calculations
• Client Database and Product Catalog sheets
• Dashboard with total invoiced, paid, and outstanding balances
• Email Generator for send-ready client emails
• One-click PDF export setup guide

Pro version adds

• Automated Invoice Log — your Dashboard, Aging Report, and Monthly Revenue update automatically, no manual re-entry
• Multi-Currency Summary with live FX rollup and chart
• Recurring Invoices tracker with automatic due-date reminders

Compatible with Excel (XLOOKUP support required — Excel 2021/365 or newer).

Why buy from MetricVault

• Instant Download — your file is ready immediately after checkout, no waiting.
• Lifetime Updates — free updates whenever we improve this template.
• Single-User License — for use in one business. Need a team license? contact us.
• Friendly Support — questions about setup? We reply within 24 hours.