The Scenario
The agency estimator has been quoting all week. Ten proposals in an Excel workbook — client ID, offer title, total value, expiry date, line items. The sales cycle closes Friday. Every offer needs to be in MOCO before then.
She has created MOCO offers manually before. The last batch of five took 40 minutes. Ten will take longer, and she has a client call this afternoon.
The bad version:
- Open MOCO Offers, click New Offer for row 1, select the customer, enter the title, set the value and expiry date, save.
- Open line items, add each service and price for that offer.
- Repeat for all 10 rows, switching back to the workbook each time.
The problem is not difficulty. It is time that belongs to the client call, the revision request that came in this morning, and the contract that needs reviewing.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the proposal data and uses its built-in MOCO integration to create all 10 offers in one pass.
Create a MOCO offer for each row in my Proposals worksheet — column A is customer ID, B is offer title, C is total value, D is valid until date
What You Get
- One MOCO offer created per row, with the customer, title, value, and expiry from the workbook.
- Column E populates with the MOCO offer ID and status for each row.
- Rows where the customer ID doesn't resolve in MOCO surface as errors immediately.
- The Proposals worksheet is unchanged; writebacks go to the status column.
What If the Data Is Not Quite Ready
The valid-until dates are in a format MOCO does not accept
Before creating MOCO offers from my Proposals worksheet, convert all dates in column D from MM/DD/YYYY to YYYY-MM-DD format, then create the offers
I need to add line items from a separate worksheet for each offer
Create a MOCO offer for each row in my Proposals worksheet (columns A through D). For each offer, look up the matching line items from my Line Items worksheet (matched on offer title) and add them to the offer in MOCO.
Some proposals are for prospects without MOCO customer IDs yet
For each row in my Proposals worksheet, check if column A contains a numeric MOCO customer ID or a company name. For names, look up the company in MOCO and resolve to an ID. For IDs, use them directly. Then create the offers.
Normalize, resolve customers, add line items, and create all offers in one pass
Take my Proposals worksheet. Normalize all valid-until dates to YYYY-MM-DD. Resolve any company names in column A to MOCO customer IDs. Create a MOCO offer for each row. Add line items from my Line Items worksheet matched by offer title. Write final offer IDs and status to column E.
Ten offers in MOCO before the afternoon call.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook where you track pending proposals, then ask it to create all the MOCO offers in one pass. See also the deals pipeline export spoke if you want to track which proposals convert.