Excel to Smartsheets - bring me into the 21st century

Excel to Smartsheets and beyond. Would also be interested in utilizing some AI, perhaps phase 2.

Currently using an old, reworked Excel sheet as a pricing model and quote tool. I would like to move this into the 21 century.

3 key functions.

-Data collection.

-Pricing model/data manipulation based on certain parameters.

-Data output into a format which we tweak and send to customer as a final PDF.

Current process.

-Sales team works a prospect within CRM.

-Once qualified, the lead turns into a deal, and the CRM generates a 4-digit deal ID (Power Automate).

-In parallel, folders are created on our SharePoint drive as well as an Excel workbook/Pricing worksheet (Power Automate).

-CRM data pushed to the corresponding deal workbook (Power Automate).

Data collection -

-Separate "RFQ" tab gets broken out and saved on drive with parts of the deal info. (manual process).

-That "RFQ" tab gets sent out to prospective bidders via email to quote job along with some supporting files (manual process).

-Bidders return worksheet via email (manual process).

Price modeling -

-Original workbook gets populated with values returned from the bidder worksheet (manual process).

-Worksheet is used to run what-if scenarios and price job.

Data output-

-Another tab generates as a proposal with data from the price model.

-Proposal tab is converted to PDF and sent to prospect for review, (no sig required).

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