I will create an automated excel quotation or invoice template


About this gig
Stop retyping prices and checking totals by hand. I build Excel quotation and invoice templates that do the math for you and look professional when you send them.
What you get:
- Your logo, colors and company details in a clean, print-ready layout
- Line items that calculate totals, discounts, tax and delivery automatically
- Protected formulas, so the template keeps working when your team uses it
- Standard: a price list with product dropdowns and an automatic validity date
- Premium, Excel on Windows: a customer list, automatic quote numbers, one-click PDF save and a quote history log
I have built three Excel quotation tools for an industrial equipment supplier, who ordered them one after another. Every template is tested with sample quotes before delivery, and you get a short guide.
Basic and Standard use formulas only and work in Excel on Windows and Mac. Premium uses VBA buttons and needs Excel on Windows. Google Sheets versions are quoted as a custom offer.
Send me your current quote, invoice or price list and I will confirm the best package.
Delivery style preference
Please inform the freelancer of any preferences or concerns regarding the use of AI tools in the completion and/or delivery of your order.
Get to know Melad Fekry
AI and Data Automation Engineer, Python, Excel, Google Sheets
- FromEgypt
- Member sinceMay 2018
- Avg. response time1 hour
Languages
Arabic, English
My Portfolio
FAQ
Can you use my existing quote or invoice design?
Yes. Send your current file or a PDF and I will rebuild it as a smart template with the same look.
Will it work on Mac?
Basic and Standard use formulas only, so they work in Excel on Windows and Mac. Premium uses VBA buttons and needs Excel on Windows.
Can it save each quote as a PDF?
Standard gives you a print-ready page you can save as PDF. Premium adds a one-click button that numbers the quote, saves the PDF and logs it.
Can I change prices later?
Yes. Prices live in one sheet you can edit any time, and new quotes pick up the new prices.

