The Scenario
Your consulting firm's sales team closed a strong pipeline month and now needs formal estimates out to 40 qualified prospects before the week ends — the contract signing window is tight and the legal team won't start drafting until they see a signed estimate. The prospect data is in an Excel workbook: column A is the Quaderno contact ID, column B is the service description, column C is the unit price, column D is quantity. The estimates need to exist in Quaderno so they can be emailed directly from the platform.
The bad version:
- Open Quaderno, click New Estimate, paste the contact ID, add the line item description, set the unit price, set the quantity, click save, copy the estimate permalink, switch back to the workbook, paste it into column E
- Repeat 39 more times, keeping track of which prospects you've processed by scrolling up to check the last row that has a value in column E
- Realize at estimate 30 that two prospects had identical service descriptions and you've been mixing up their unit prices for the last few rows
The signing window doesn't extend because your estimate creation workflow backed up.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that reads your prospect data and creates Quaderno estimates for you.
For all 40 rows in this sheet, create Quaderno estimates (contact ID in A, line items in B:D) and then deliver each estimate by email to the contact — report successes in column E
What You Get
- One Quaderno estimate is created per row with the line item details from that row
- The estimate permalink writes to column E as each estimate completes — you can paste these directly into your sales emails
- Quantity and unit price are used to set the line item total; Quaderno calculates the applicable tax automatically based on the contact's jurisdiction
- Rows with missing or invalid contact IDs are flagged in column F
What If the Data Is Not Quite Ready
Each estimate has multiple line items — they're in separate rows grouped by prospect
For each group of rows in the Prospects worksheet that share the same contact ID in column A, create one Quaderno estimate with multiple line items — use column B for description, C for unit price, D for quantity — write the estimate permalink to column E for the first row of each group
The unit prices need a discount applied before they go into Quaderno
For each row in the Prospects worksheet, apply the discount percentage in column E to the unit price in column C, then create a Quaderno estimate with the discounted price using contact ID from A and description from B — write the estimate permalink to column F
I need to create the estimates but hold delivery — I'll review them in Quaderno first
Create a Quaderno estimate for each row in the Prospects worksheet — contact ID in A, service in B, unit price in C, quantity in D — write the estimate permalink to column E but do not deliver by email
Create estimates, deliver by email, and summarize the total pipeline value in one pass
For each row in Prospects: create a Quaderno estimate using contact ID in A, description in B, unit price in C, quantity in D; deliver the estimate by email to the contact; write Sent or Failed to column E; then compute the total pipeline value (sum of unit price times quantity for all rows) and write it to cell G1
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook where your prospect pipeline lives, then ask it to create and send the Quaderno estimates before the signing window closes. Also see: bulk creating invoices from an Excel workbook, and the hub overview of all Quaderno connection methods.