Draft a quote from an earlier one
Use a previous quote and your price sheet to draft a new Excel quote for another customer.
Who this is forSales staff who regularly prepare quotes.
Copy this request to start
Replace the file names and folder paths with your company’s own.
Draft an Excel quote for B Corp. using the columns and items in the A Corp. quote and our current price sheet. 120 units, delivery by November 20.
Folders and permissions you need
- You need read access to A-Corp-quote.xlsx and price-sheet-2026.xlsx, and write access to Sales/Quotes.
- Confirm the customer, items, quantities, delivery date and discount rules. The names and dates shown here are fictional.
Step by step
Attach the reference files
Open New chat → Attach files → Add from team files and choose the previous quote and price sheet.
Request the new quote
Paste the request above, adding the items and actual save location. The previous quote is a reference for columns, line items and writing rules.
Check the draft
Open the result and check unit prices, quantities, totals and delivery dates. Check the company layout yourself: this does not reproduce a complex workbook’s formatting or formulas.
Example result
This is a fictional example, not a recorded AI result. Your output depends on your files and request. Check the facts and figures before using it.
B-Corp-quote-2026-10.xlsx
Quote · B Corp.
| Item | Spec | Qty | Delivery |
|---|---|---|---|
| Industrial sensor S-200 | Standard | 120 | Nov 20 |
| Mounting kit | S-200 | 120 | Nov 20 |
| Installation support | 1 set | 1 | Nov 24 |
Prices and the volume discount follow price-sheet-2026.xlsx and the quote skill.
Follow-up question
Give the source for each unit price. Flag items with a delivery date different from the one requested, and do not apply any unconfirmed discount.
A team skill for next time
Suggest column order, the price-sheet location, discount approval rules and review checks as a quote skill. Keep customer-specific details in each request.
Select Suggest as skill below a useful answer. Fill in Skill name, Description (one sentence), Steps and Folder, then select Suggest. Once a person who manages that folder reviews and registers it, teammates with access can use it by typing / in chat.
How to review and register a skill →If you get stuck
The layout differs from the original
This version creates a new Excel workbook from tables. It does not copy the original workbook’s formatting, formulas or print settings. Review the output and finish any required formatting yourself.
Product 0.2.2 · Checked October 28, 2026
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