Still Using Excel for Quotes? There's a Faster Way

Excel has long been the go-to tool for export quotations. But for modern export teams handling dozens of inquiries daily, spreadsheets often become bottlenecks. From copy-paste errors to time-consuming manual edits, traditional quoting eats into valuable selling time—and leaves room for costly mistakes.

Why Manual Quoting Slows Your Sales

Using Excel for every quotation means repeating tedious steps: opening templates, filling fields, double-checking currencies, formatting files, and then emailing them one by one. It also makes collaboration harder and history tracking limited. For fast-paced export workflows, Excel is simply no longer built to scale.

According to aGartner report, over 90% of spreadsheets contain errors. In export, that can translate into wrong unit prices, outdated Incoterms, or misaligned cost structures—problems that directly affect trust and deal conversion.

What Exporters Actually Need

Today’s exporters—especially small and mid-sized teams—need tools that do more than just store data. They need intelligent systems that help them respond faster, stay accurate, and manage quotes at scale. That’s where automation comes in.

SaleAI’s AI-powered quotation engine is designed to reduce quoting time from 30 minutes to under 3, while improving accuracy and consistency. Whether it’s FOB or CIF, unit-based or project pricing, you get smart prompts, editable templates, and version control in one place.

How SaleAI Replaces Excel—Effectively

Unlike Excel, SaleAI's quotation tool is fully integrated into your export workflow. It allows users to:

• Auto-generate multi-language quotations based on product and customer info

• Customize templates based on industry, region, and product type

• Automatically fetch customer data and shipping terms

• Save and reuse frequently used quote formats

• Export as branded PDFs or send via email in one click

No coding. No messy formulas. Just fast, accurate quoting.

Built for Real Export Scenarios

Whether you're sending dozens of quotes daily or just a few per week, SaleAI adapts to your team’s scale. You can handle last-minute changes, manage multi-product orders, and ensure pricing logic is consistent—without opening a single spreadsheet.

The quoting system also links directly to customer profiles and follow-up tools, ensuring your sales team stays on top of every inquiry. And with audit trails and quote logs, your team never loses track of what's been sent and when.

A Smarter Way Forward

The global export environment demands speed and professionalism. Clinging to Excel slows both. By upgrading to an intelligent system like SaleAI, exporters gain more than just efficiency—they gain an edge.

Forget formatting headaches. Forget lost quotes. Focus on closing deals.

Ready to leave Excel behind? Explore SaleAI’s export automation suite on ourhomepageorcontact usto see it in action.