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Nusii Proposals · Excel Guide

Bulk Update Nusii Proposal Expiry Dates From an Excel workbook

2026-05-14
5 min read

The Scenario

You sent 20 proposals last month. A wave of client replies came in this week — not acceptances, but extension requests. Five clients asked for two more weeks. Three asked for the end of the quarter. A few just said "can you extend it a bit?" You made a note in the Excel workbook, the new expiry dates are already in one column, the proposal IDs are in another. What's left is the part nobody enjoys: opening each one in Nusii and updating the date field manually.

The bad version:

  • Open Nusii, find proposal 1 by ID or client name, click into it, find the expiry date field, change the date, save.
  • Open proposal 2. Repeat.
  • Twenty proposals. The dates are different for each one, so you can't batch-copy — you have to cross-reference the workbook every time to make sure you're entering the right date for the right proposal.
  • By proposal 12 you've second-guessed yourself twice and opened the wrong proposal once.

Nobody with a full inbox and a pipeline to manage has the bandwidth to do this cleanly across twenty records.

The Easy Way: One Prompt in SheetXAI

SheetXAI is an AI agent that lives inside your Excel workbook. It reads the proposal IDs and new expiry dates from the worksheet and updates every proposal in Nusii in one operation.

Here is the prompt for this specific task:

Read my Excel proposal-extension sheet (Proposal ID, New Expiry Date) and bulk-update the expiration date for every proposal listed

What You Get

  • Every proposal ID in the workbook gets its expiry date updated to the corresponding new date.
  • A confirmation note written into the Result column for each successful update.
  • An error note in the Result column for any update that fails — so you know which proposals to check manually.
  • The full update completes in one pass, not twenty separate navigations.

What If the Data Is Not Quite Ready

Some dates in the New Expiry Date column are in a format Nusii may not accept

For every row in this workbook, parse the date in the New Expiry Date column — if the format is MM/DD/YYYY, convert it to YYYY-MM-DD before sending to Nusii — then update the expiry date for the proposal in the Proposal ID column and write confirmation in the Result column

Some expiry dates in the workbook are already past today's date

For every row in this workbook, check whether the date in the New Expiry Date column is earlier than today — if it is, write "Date already past — skipped" in the Result column and skip — if it is in the future, update the Nusii proposal expiry date and write "Updated" in the Result column

You want to extend by a fixed number of days instead of setting specific dates

For each proposal ID in the Proposal ID column, fetch the current expiry date from Nusii, add 14 days to it, and update the proposal with the new date — write the new expiry date into the New Expiry Date column and "Updated" into the Result column

Full batch extension: validate, normalize, update, and summarize

For each row in this workbook, check that the Proposal ID column contains a valid numeric value and the New Expiry Date column contains a valid future date — mark invalid rows in the Result column with the reason — normalize valid dates to YYYY-MM-DD format — then update the expiry date for each valid proposal in Nusii — write "Updated" in Result for successes and the error message for failures — append a summary row showing how many were updated, skipped, and failed

One prompt to handle the full extension batch without back-and-forth between a workbook and the Nusii UI.

Try It

Get the 7-day free trial of SheetXAI and open the Excel workbook with your proposal IDs and the new expiry dates, then ask it to push all 20 updates into Nusii before the original deadlines pass. Also see how to analyze proposal engagement to find the leads worth extending or how to archive the proposals that expired before being extended — back to the Nusii Proposals overview.

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