The Scenario
Your sales ops review is at the end of the month. Three weeks ago you promised the team a breakdown of average deal size by proposal type, quote-to-close conversion rate, and which price points are winning versus stalling. You meant to pull the quote data then. You haven't.
You now have an Excel workbook, a quarter's worth of quotes sitting in Better Proposals, and about an hour before your calendar fills up again.
The bad version:
- Export from Better Proposals, open the CSV in Excel, discover it includes proposals and quotes mixed together without a clear type flag, spend 30 minutes filtering out the proposals to isolate quotes
- Build pivot tables manually from the cleaned data, realize the "total value" column has some rows formatted as text and some as numbers, fix the format, re-run the pivot
- Compare quote values against the signed proposal values from a different export — realize they're in different date ranges because you ran the exports at different times
You're supposed to be doing analysis, not archaeology.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It reads the workbook, understands what you're working on, and pulls Better Proposals quote data directly through the built-in integration.
Pull all Better Proposals quotes into my Excel table with columns: quote ID, title, value, and currency — then add a SUMIF at the bottom for total quoted value by currency
What You Get
- One row per quote
- Columns: quote ID, title, total value, currency code, creation date
- All quotes regardless of status or date range, unless you filter in the prompt
- Numeric values written as numbers, not text — formulas work on them immediately
What If the Data Is Not Quite Ready
I only want quotes from Q1 2026
Pull all Better Proposals quotes created between 2026-01-01 and 2026-03-31 into my Excel table with columns: quote ID, title, total value, currency, and creation date — sort by creation date ascending
The values are in mixed currencies and I need single-currency comparison
Pull all Better Proposals quotes into my Excel table with columns: ID, title, value, and currency in columns A–D — for GBP rows multiply value by 1.27 and write USD equivalent to column E, for EUR rows multiply by 1.08, for USD rows copy value to column E
I need to compare quote value against the signed proposal value in another worksheet
Pull all Better Proposals quotes into my Excel table with columns: quote ID, title, and total value in columns A–C — then look up each quote ID in column A of the "Signed Proposals" worksheet (which has proposal ID in column A and signed value in column B) and write the matched signed value to column D, or "No match" if the ID isn't found
Full pricing analysis — pull quotes, convert, calculate average, bucket by size — one shot
Pull all Better Proposals quotes from Q1 2026 into my Excel table with columns: ID, title, value, and currency in columns A–D — convert all values to USD in column E (GBP×1.27, EUR×1.08, USD as-is) — in column F add a size tier: "Enterprise" if over 20000, "Mid-Market" if 5000–20000, "SMB" below 5000 — then in cell H1 write average USD quote value, in H2 write count by tier as a summary label
One prompt, full quarter of quotes, converted, tiered, and summarized.
Try It
Open an Excel workbook with a quarter to analyze and get the 7-day free trial of SheetXAI. Pull your Better Proposals quotes, convert currencies, and bucket deals by size in a single ask. Then check the win-rate analysis spoke or the Better Proposals hub.