Step 1: Start with your product info—no formatting needed

Instead of manually building tables in Excel, just tell SaleAI what you need.

Example:

“Generate a quote for 3 solar inverter models, in English and Chinese, using USD.”

You can also upload a product table (in Excel or CSV) if you already have product names, pricing, and specs.

The system immediately recognizes the data and begins structuring your quote.

Step 2: The Agent fills in the essential fields

SaleAI’s Quote Sheet Agentautomatically prompts you to confirm or complete key info:

• Product name and quantity

• Unit price and currency

• Validity period

• Company name and contact block

• Language format (bilingual supported)

This ensures every quote includes what your client needs to make a decision—no back-and-forth required.

Step 3: Export a CSV file that’s clean, structured, and consistent

With one click, your quote is ready to export as a CSV file—ideal for:

• Sharing directly with clients

• Embedding in email text

• Copying into your internal records

• Reviewing or translating offline

The output uses astandard column structure, such as:

Product | Quantity | Unit Price | Currency | Total | Validity | Language | Company Info

And because the layout is consistent, you can easily upload the file into your ERP or CRM if needed.

Why CSV is better than static docs for quoting

• Editable: Sales teams can adjust numbers without rebuilding layouts

• Portable: Clients can open CSV files in Excel, Sheets, or other systems

• Automatable: Works with other backend quoting tools or pipelines

• Language-flexible: Bilingual structure is clean and easy to scan

WithSaleAI, even teams without design or Excel skills can create professional-looking quotes in minutes.

Use case:B2B salesteam quoting 20+ SKUs weekly

Before:

• Sales reps manually copied info into Excel

• Quotes looked different depending on who made them

• Missing fields led to delays

After SaleAI:

• Team inputs product specs or prompt text

• Quote Agent auto-generates full CSV quote

• File is copied, reviewed, and sent the same day

This creates a unified, scalable quoting workflow across the team.

Make quoting faster and cleaner today

Don’t let formatting slow you down. WithSaleAI’s Quote Sheet Agent, generating bilingual CSV quotations is:

• Fast

• Structured

• Exportable

• Professional

Try it today atsaleai.io

Need help importing your product table or building a quote layout?Contact us