Quote and offer PDF builder for B2B sales teams stuck on Excel price lists
Many B2B sales teams keep their real pricing logic inside spreadsheets, but that same spreadsheet cannot produce customer-specific quotes, offer PDFs, or order confirmations without manual copy-pasting. A tool that ingests an existing Excel pricing file, layers customer/contact/product data on top, and generates polished quote documents would fit this workflow without forcing teams to rebuild their pricing rules in a new system.
The problem
Salespeople who sell configurable products or machinery maintain pricing logic in Excel. For every quote they have to copy rows, re-enter customer and contact details, and manually assemble offer or order-confirmation PDFs, which is slow and error-prone.
What could be built
A lightweight web app where a salesperson uploads their Excel price list, defines calculation rules once, links customer/contact/product records, and generates customer-specific offer and order-confirmation PDFs. Local-first storage (e.g., browser IndexedDB) plus optional company database sync avoids forcing a full pricing migration.
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