Spreadsheet to proposal
Turn spreadsheet pricing into a client-ready proposal.
Import the rows that decide the price, attach the buyer, refine the scope, and publish one approval link—without rebuilding the quote in a document.
Why the old workflow breaks
Keep the pricing logic. Remove the proposal rebuild.
FolioLayer is designed for service businesses that calculate custom work in Excel or Google Sheets. The spreadsheet remains the source of the price; the buyer receives a clear proposal link with scope, total, deposit, remaining balance, and approval.
Totals drift when spreadsheet values are copied into a proposal.
Every revision creates another PDF, attachment, or email thread.
Client details and approval status live outside the pricing model.
Deposits and remaining balances are easy to explain inconsistently.
Model
Paste the pricing rows you already trust.
Client
Keep buyer context attached to the quote.
Proposal
Shape the scope while totals stay synchronized.
Publish
Send one link and record the decision.
From model inputs to buyer decision.
Model
48 hrs × $125
Proposal
$7,080 total
Deposit
$2,478 due
Edit hours, rate, margin, or deposit once. The buyer-facing total updates from the same record instead of being retyped into a document or PDF.
Prepared for Marin Growth Co.
Website redesign
Project total$7,080
Deposit due$2,478
Remaining$4,602
Frequently asked questions
Can I keep using my spreadsheet?
Yes. FolioLayer starts with your pricing inputs instead of forcing you to rebuild the model in a document editor.
Does the buyer see my internal spreadsheet?
No. The buyer sees the proposal page with the scope, total, deposit, remaining balance, and approval action.
Can I preview before paying?
Yes. Draft and preview for free. The paid plan is required when you publish live proposal links.
What spreadsheet labels work best?
Use clear rows or columns such as project, client, service, hours, rate, margin, deposit, and scope.
Start with one real quote
Bring the pricing model you already trust.
Draft and preview for free. Upgrade to $29/month only when you are ready to publish live proposal links.