Your Excel prices. Quotes sent.
Keep the price book your team already uses. LaunchAI reads the configured workbook, applies your pricing rules, creates the quote in your existing software, and sends it to the customer.
- Customer requestSKU A-104 · 120 units
- Excel price book100–199 tier · $18 each
- Quote subtotal$2,160 subtotal
Read this example
- Customer request
- 120 units of SKU A-104.
- Excel price book
- April price list. The 100–199 unit tier is $18 per unit.
- Quote subtotal
- 120 × $18 = $2,160 before any applicable tax or freight.
Sound familiar?
For teams that already maintain prices in Excel and repeatedly look up rows, apply discounts and copy totals into quotes.
Build quotes from the prices you already maintain
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Choose the workbook and table
Point the agent to the source your team maintains. Specify the sheet, item identifier, units and effective dates it should use so it can find the right row.
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Apply your pricing rules
Use the quantity tier and any configured customer-specific rate, markup or minimum charge. If a SKU or current price is missing, follow the fallback you define.
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Carry the price into the quote
Write the line items into your quoting tool and keep the workbook version and quantity tier with the quote record. The customer receives the finished quote through your existing workflow.
What changes for your team
Keep your price book
Use the workbook, item codes and pricing tables your team already maintains.
The right rate for the job
Apply the configured customer rate, quantity tier and minimum charge to each line.
A price you can trace
Retain the workbook version and rate used with the quote so a later revision has a clear starting point.
Common questions
Can the agent use different prices for different customers?
Yes. Configure the customer identifier, the customer price table and the precedence rule that decides when the standard rate applies.
Can we keep separate price-book versions?
Yes. Specify which file or effective date should apply. Configure the quote record to store the version used so the team can reproduce the price later.
What if the item is missing from Excel?
Define the next source or clarification step. A missing price can trigger a check of a supplier portal you already use or a request for the missing input.
Connect the next step
One quoting process can span several workflows. Explore the parts that fit yours.
Your next quote. Already handled.
From the first request to the finished quote, in the software you already use.
no new system. no integrations. ↗