The Scenario
You are a catering manager. Next week you have 25 client inquiries in an Excel workbook, each one a potential event booking. Each row has line items by Square catalog item ID, quantities, a discount code, and a tax rate.
You need a price quote for each combination — subtotal, discount applied, tax, and grand total — before you follow up. But you do not want to create 25 live Square orders just to get a number. Square's order calculation endpoint runs the pricing logic without creating any orders.
The manual version:
- For each row, read the line items, quantities, discount, and tax
- Format an API call to the calculation endpoint
- Read the response, find the four numbers
- Type them into the workbook
- Twenty-five times. Two hours later you have quotes, no clients called.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that reads each row of line items, calls Square's order calculation endpoint, and writes the price breakdown back — without creating any live orders.
Open the SheetXAI sidebar and type:
For each row in this workbook (item ID in column A, quantity in column B, discount code in column C, tax rate in column D), call Square's order calculation endpoint and write the calculated subtotal, discount amount, tax amount, and grand total into columns E through H. Do not create any live orders.
SheetXAI reads each row, formats the calculation request, calls the endpoint, and writes the four pricing fields back. Twenty-five rows, twenty-five price breakdowns, no orders created.
What You Get
A workbook with 25 rows of price quotes:
- Column E: subtotal — pre-discount, pre-tax line item total
- Column F: discount amount — the discount from the code in column C
- Column G: tax amount — calculated at the rate in column D
- Column H: grand total — what the client would actually pay
No live orders. Square's calculation endpoint is read-only for pricing. The quotes are accurate to what Square would charge if the order were placed.
You have 25 price quotes ready for follow-up, in the workbook alongside the client details.
What If the Data Is Not Quite Ready
Inquiry workbooks are rarely formatted for a clean API call. SheetXAI handles the variations in the same prompt.
When some rows have multiple line items per cell
Column A has values like "ITEM001 x2, ITEM002 x1" instead of one item per row.
Before calling the calculation endpoint, parse the line items in column A — each entry is a comma-separated list of item IDs and quantities. For each row, call Square's order calculation endpoint with all parsed line items and write subtotal, discount, tax, and grand total into columns E through H.
When discount codes are missing for some rows
Some inquiry rows have no discount code. You want the calculation to run without a discount rather than erroring on a blank cell.
For each row, call Square's order calculation endpoint using item ID in column A and quantity in column B. If column C has a discount code, apply it. If column C is blank, run without a discount. Write subtotal, discount amount, tax, and grand total into columns E through H.
When you want to compare full price and discounted price side by side
Your sales team wants to see both prices so they can discuss the value of the promotion with clients.
For each row, run Square's order calculation endpoint twice: once with the discount code in column C applied, and once without. Write the full price subtotal and grand total into columns E and F. Write the discounted subtotal and grand total into columns G and H. Write the savings amount into column I.
When you need to calculate prices, analyze margins, and flag high-discount rows in one shot
You want the price breakdowns plus a margin analysis so you know which bookings to prioritize.
For each row, call Square's order calculation endpoint with the line items, quantity, discount, and tax from columns A through D. Write subtotal, discount amount, tax, and grand total into columns E through H. In column I, calculate the discount as a percentage of the subtotal. Write "Review" into column J for any row where the discount exceeds 20% of the subtotal. Sort by column I descending so the highest-discount quotes are at the top.
The pattern: the calculation step and the margin analysis happen in the same prompt. You go into client calls knowing which bookings need a pricing conversation.
Try It
Get the 7-day free trial of SheetXAI and generate price quotes for your next batch of inquiries without creating any Square orders. The Square integration is included in every SheetXAI plan. For related workflows, see how to export Square orders into an Excel workbook or the Square in Excel overview.