OPERATIONS / QUOTATIONS

From source files.
To a quote you can check.

Match product requests to your approved price list.
Keep exceptions visible, every revision intact.

IMPORT
REVIEW
EXPORT

TRY THE WORKFLOW

Start with the sample, inspect the four exceptions, then load corrected inputs to save a new revision.

Ready. Import two CSV files or try the supplied sample.

01 / SOURCE INPUT

Build a quotation draft

Draft nameRevision note optional

Product request CSV

View or edit request data

Required: code, description, quantity, unit

Approved price list CSV

View or edit catalogue data

Required: code, description, unit, unit_price, currency, price_version

Up to 1,000 rows per file. Prices and units are never guessed.

02 / REVIEW & RESOLVE

Unsaved preview

REQUEST LINES0

NEEDS REVIEW0

MATCHED SUBTOTAL—

PRODUCT / DESCRIPTION	QUANTITY	UNIT PRICE	LINE TOTAL	CHECK RESULT

Exports include all rows in this version, including exceptions.

Revision history

Save this draft to keep a snapshot on this browser.

File validation, exact decimal totals, exception review, immutable revisions and version-specific exports.

Files are processed here. Saved inputs stay in this browser until you remove the draft. This preview has no shared accounts or server storage.

The linked Python/SQLite sample handles an agreed text-PDF format. Team permissions, new formats and hosting are separate project scopes.