The Scenario
The sales call is at 2 PM. It's 11 AM. You have 15 prospect deals in the pipeline workbook — service descriptions, quoted prices, contact IDs, all in a worksheet called Proposals. Your consultancy's standard practice is to send a Lexoffice quotation before the first call so the prospect has a number to react to. Fifteen quotations, three hours, and a call to prepare for. Something has to give.
The bad version:
- Open Lexoffice, click New Quotation, find the contact, add the service line, enter the description, set the net price, pick the tax condition, save as draft — repeat for all 15 deals
- Run out of time after 10 and walk into the call with five prospects who have nothing on paper
- Get a follow-up from a prospect the next day asking for a quote you thought you sent, only to find it's still sitting in draft status because you left before finalizing it
Three hours was never going to be enough time to build 15 quotations and prepare the pitch.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the pipeline data and creates each Lexoffice quotation from the row — so you can spend the three hours on the pitch instead.
Open the Proposals worksheet and type:
Create a draft Lexoffice quotation for each row in this workbook using contact ID in column A, line item description in B, net price in C, and tax condition in D
What You Get
- A draft Lexoffice quotation created for each of the 15 deals, with the correct contact, description, pricing, and tax condition applied
- The Lexoffice quotation ID written back into column E for each successful row
- Error notes for any rows where the contact ID didn't resolve — so you know which deals need a manual lookup before 2 PM
What If the Data Is Not Quite Ready
Only deals already sent to prospects should be finalized
Generate finalized Lexoffice quotations for all rows where Stage in column E is "proposal sent" — use contact ID in A, description in B, net price in C, and tax condition in D
Multiple services per deal need to be grouped into one quotation
Group the rows in this workbook by deal code in column F, create one draft Lexoffice quotation per group using the contact ID from the first row — add each row as a separate line item with description in B and net price in C
Prices need a 10% uplift before quoting
For each row, add 10% to the net price in column C, then create a draft Lexoffice quotation using contact ID in A, description in B, the adjusted price, and tax condition in D
Full proposal blast in one shot
For all rows in the Proposals worksheet: verify the contact ID in column A resolves in Lexoffice, flag any that don't with "contact missing" in column F, apply a 10% uplift to the net price in column C, create a draft quotation for each valid row using description in B, the adjusted price, and tax condition in D — write the quotation ID into column G
All 15 quotations ready in time to review before the call.
Try It
Get the 7-day free trial of SheetXAI and open your pipeline workbook before the next round of sales calls — ask it to generate the Lexoffice quotations and you'll have the full set done in under a minute. You can also look at how to bulk-create invoices from billing data, or return to the full Lexoffice integration overview.