CDE Quote Matcher

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CDE Quote Matcher
Data Checked

New quote — load customer list

Customer name:
Paste lines from an email or spreadsheet
One item per line. Quantities are detected automatically (trailing number, a spreadsheet column, or "20 pcs").
…or load a file
Pick a customer list from your computer — .xlsx / .xls / .csv / .txt / .xlsb (Items sheet)
Matching costs ~2¢/line, a few seconds each.

Edit request —

Only this line is re-matched; all other lines keep their matches and prices.

Add line item

Customer wording:
Quantity:

Export supplier files

Quote number (used in file names — change it to your QB number if needed):
Downloads the per-supplier upload files to your computer (one file per supplier, ready to use).
 

  




  
Someone else changed this quote

  
 saved changes to this quote
    while you were working on it here. Your change has NOT been applied yet — pick one.

  

    
    
  

  
Applying puts your change on top of their version —
    nothing of theirs is lost. Discarding drops only the edit you just made; the screen reloads
    to show what they saved.




  
Find part by filters — 

  
  

  
Pre-loaded with what the AI understood. Adjust the filters (like the macro's slicers) to find other options; only filters with values for this category are shown. Click Add on as many parts as you want — the window stays open. 

  

  
  

  

    
    
  




  

    
Customer Quote — 

    

    
  

  

    
    
    
    
    
  

  

  

  

    
  




  
Name this quote

  
Customer:

  
  
Quote number  is already assigned. Saves a new version to the shared Drive folder "CDE Quotes - Matcher".

  

    
    
  




  
Quotes

  

    
    
  

  
Team quotes (shared)

  

  




  
History

  
Every save is logged with who made it and when. Restore rolls the quote back to that point (reversible — the current state stays in history).

  

  





  

    
📈 Imported price history