Dynamic Excel Pricing Link Setup

@mohjib092

I’ll build a smart, audit-friendly Excel quoting system where the client quote sheet pulls live prices from your master file using only standard formulas. Users will customise quotes via dropdowns and checkboxes, with sections appearing naturally through copy-down or drag actions and prices updating instantly. The structure will auto-expand for new products, stay error-free, and be clearly documented so you can maintain or move it without breaking links.

@zafarfarooq612

Hello, I am an experienced Excel specialist with a strong track record of building formula-driven, client-ready quoting tools. I can link your destination workbook to the master price sheet so all prices update instantly without macros or Power Query, ensuring transparency and easy auditing. Your dropdown lists and checkboxes will dynamically drive item selection and optional services, with relevant rows appearing automatically and pricing recalculated in real time. I will also implement a straightforward method to refresh the destination sheet whenever new products or price changes are added to the source, and provide clear documentation so you can maintain or extend the system effortlessly. The final solution will be robust, error-free, and user-friendly, giving you a seamless, formula-based workflow for accurate client quotes. Regards, Zafar

@vw1514518vw

Professional Excel VBA developer ready to make the required Dynamic Excel Pricing Link Setup. Expert, top quality work. Check references from links. copied below. https://www.freelancer.com/projects/excel/Excel-Auto-Execute-Macro-Upon/reviews https://www.freelancer.com/projects/excel/Fix-excel-VBA-36198376/reviews https://www.freelancer.com/projects/excel/Excel-Macro-Magic/reviews https://www.freelancer.com/projects/data-processing/data-processing-use-mail-merge/reviews

@NEHABHAT92

As a seasoned developer with over 9+ years of practical experience in web and mobile development, I have successfully created numerous robust and formula-driven tools that you're searching for. What makes me stand out is my proficiency in Excel functions, ensuring there are no chances of #REF or circular errors in your destination workbook. I understand the importance of reducing manual efforts, therefore ensuring your quote sheet pulls prices from the source file with dynamic drag-and-drop functionalities effortlessly. Moreover, my expertise also lies in synchronization - enabling relationship between your external system and source workbook - so that any new products or price changes can be smoothly incorporated without manual editing and still keep the underlying links formula-based. Additionally, I promise to provide a comprehensive documentation of the entire solution so you or your team can extend lists or relocate files without breaking references. Lastly, my commitment towards providing quality deliverables on time has been proven by my history of successful projects. I'm genuinely excited about the opportunity to collaborate with you and transform your current approach into a more efficient and future-ready system. So let's turn your ideas into reality!

@ssquare489

I am Sumit Joshi from Sacesta Technologies. Technical approach • Source workbook as structured Tables per product and service, with stable keys and named ranges • Destination workbook uses XLOOKUP against the source Tables, plus dynamic arrays like FILTER and UNIQUE to keep lists current • Dropdowns built from dynamic named ranges so new source items appear automatically • Checkboxes via linked TRUE/FALSE cells (or simple tick cells) that include or exclude optional rows and section totals without circular refs Drag-and-drop interaction • Quote line items live in an Excel Table so copying a row down automatically fills formulas • Optional sections appear using FILTER based on selections, so users can extend sections by copying down only the item rows they need Automated refresh while keeping formulas • The pricing links stay formula-based between files • The “sync” happens by updating the source workbook from your external system through an automated export/import step outside the destination, for example a scheduled file push that overwrites the source Table data, or an Office Script/Power Automate flow triggered on demand, then the destination updates through the same formulas Deliverables • Source and destination templates, fully documented • Relocation-safe setup using named ranges and consistent folder placement guidance • Handover notes on adding products, extending sections, and keeping links intact Regards, Sumit Joshi

@DigitalNightOwl8

Hello there , Good evening! I am an expert mobile developer with skills including Excel, PHP, Data Management, Data Analysis, Visual Basic, Excel VBA, Excel Macros and Data Processing. Please contact me to discuss more about this project. I await your immediate response

@Jacobkim89

As a savvy data analyst with a knack for executing complex formula-driven tasks in Excel, I fancy that I'm perfectly suited for your dynamic pricing link project. Prior to now, I've engaged in transforming intricate datasets into actionable insights and instrumental reporting for strategic executive decision-making in various industries. To pull this off, I've mastered advanced Excel skills, from pivot tables and VLOOKUP to statistical functions and even robust macros- all of which feature prominently in your project's requirements. Moreover, my proficiency with other tools like SPSS and R Programming correlates well with the need to establish an automated sync between your workbooks and ensure real-time updates of dropdowns and checkbox selections without breaking references. So, working out a clean, formula-based link solution that includes new products or price changes from the external system is well within my ability. My core skills further extend to research writing and methodology - crucial strengths when adapting solutions or modifying formulas should such a need arise in the future. More importantly, though, they'd be required as I document the dynamic pricing link setup to make future maintenance and relocation a seamless undertaking. Rest assured, with me onboard your project receives not only expert technical skills but also a commitment to producing efficient, reliable work. Allow me to turn this vision into reality.

@sudip20simkhada

I am interested in your project. Can we talk please?..................................................................................................

@Roopaliveera

Hello, I can set this up so your quote file automatically picks up prices from your master price file, using normal Excel formulas only — no hidden logic, no complex tools. Portfolio Link: https://www.freelancer.in/portfolio-items/11224909-quote-or-estimates In the quote sheet: • Users choose items from simple dropdowns • Optional services are added or removed using checkboxes • Prices update instantly as selections change • Rows or whole sections can be copied or moved without breaking anything For the future: • When new products or prices are added to your master file, they automatically appear in the quote file • No manual updates needed in the quote sheet • File links stay clean, visible, and easy to audit • I’ll document everything so you can safely add items or move files later The result is a flexible, easy-to-use quoting tool that stays accurate even as your price list grows. Happy to discuss the best way to structure this for your workflow. Best regards, Roopali

@Anbarasan12

Proficient in Excel (Pivot Tables, VLOOKUP/XLOOKUP, Power Query). Experienced in creating interactive dashboards using Power BI. Basic to intermediate knowledge of SQL for data querying. Strong data cleaning and data validation skills. Excellent written and verbal communication.

@jogindarb6

Hello, I have reviewed your requirements carefully and I can build a robust, formula-driven two-workbook Excel pricing and quoting system that is transparent, auditable, and easy to maintain—without using Power Query or macros for calculations. My approach is to keep the source workbook as the single pricing authority using structured tables, while the destination workbook pulls data using standard Excel formulas such as XLOOKUP / INDEX-MATCH and dynamic named ranges. Dropdown lists will automatically expand as new items are added, and checkbox-based options will include or exclude services through linked cells. As users make selections, relevant rows or quote sections will appear using simple copy-down or drag logic, with all pricing updating instantly from the source file and no circular or #REF errors. For automated refresh, I will use lightweight VBA only to refresh external links (on open or button click), while keeping all calculations formula-based and fully transparent. The setup will be documented so files can be relocated or extended without breaking references. I have experience building dynamic pricing, quotation, and sales tools in Excel, and I focus on clean structure, scalability, and long-term maintainability. I can start immediately and would be happy to explain the structure before proceeding. Best regards, Jogindar Bharti

@ismaelr7

Hello. I'm a specialist in Excel, also VBA despite this one isn't used in this project. Hope to hear from you soon. Have a nice day.

@amank0827

Hello, I am a dedicated Data Entry professional with good knowledge of Excel. I can accurately enter, organize, and manage data in Excel spreadsheets. I am skilled in copy-paste work, formatting cells, arranging data, and removing basic errors or duplicates. I always focus on accuracy and timely delivery of work. I carefully follow instructions and maintain data confidentiality. I am available for regular communication and updates. If needed, I can complete a small sample task to show my work quality before starting the project. I am confident I can support you with clean, well-organized Excel data and reliable data entry services. Thank you.

@dhineshk36

Hello, I’ve built several formula-driven Excel pricing and quoting systems similar to what you described, where a master price workbook feeds multiple client-facing quote sheets using clean, auditable Excel formulas only. My approach for your project: Use structured tables, named ranges, and dynamic formulas (XLOOKUP / INDEX-MATCH / FILTER) to pull prices from the source workbook with no macros or Power Query Create dropdown-driven item selection and checkbox-based optional services that automatically add/remove rows or sections Ensure drag-down and copy actions work seamlessly, with pricing updating instantly from the source file Design the link so adding new products or changing prices in the source automatically cascades to the destination workbook Optional refresh trigger on workbook open or via a simple button (while keeping pricing logic formula-based) What you’ll get: Zero #REF or circular reference errors Fully documented structure so files can be moved or extended safely Scalable setup that supports future products and external updates I focus on clean Excel architecture, long-term maintainability, and clarity for non-technical users. I’d be happy to explain the drag-and-drop logic and refresh strategy before starting. Looking forward to working with you. Best regards, Dhinesh

@AgustinSpa25

Hi, I’ve built formula-driven Excel pricing and planning tools with linked workbooks, dropdowns, and conditional sections. I would structure the source file using Excel Tables and stable item IDs, and pull prices into the destination workbook using transparent formulas (XLOOKUP / INDEX-MATCH), avoiding macros for the pricing logic. Dropdowns and checkboxes would automatically expand as the source list grows, and the setup would remain easy to audit and maintain. I can also explain the cleanest way to handle refresh from the external system while keeping the underlying model formula-based and well documented. Let me know if you can share a sample structure so I can confirm details before starting. Best regards, Agustín

@omarref11

I've built a working prototype demonstrating the exact formula-driven system you need. The demo shows INDEX-MATCH formulas linking source prices to client quotes, with dropdown support, checkbox logic, and error-free calculations. All formulas are transparent (F2 to audit), no hidden macros for pricing. Ready to expand this to your full product list and add the external system sync.

@larnab

Hello Sir. This is a solid Excel problem — and I like that you’re intentionally avoiding macros. That’s the right call for transparency and long-term maintenance. I’ve built formula-driven Excel systems where a master sheet feeds multiple client-facing sheets, with dropdowns, checkboxes, and instant updates — all without breaking references or creating audit nightmares. Here’s how I’d approach this: --Keep the source workbook as the single point of truth --Use structured formulas, named ranges, and Excel Tables so every selection updates instantly --Drive dropdowns and checkboxes directly from the latest source data --Make sure adding new products or prices automatically flows through, no manual edits needed --Document the logic clearly so this stays easy to extend later --Drag-and-drop or copy-down behavior can be handled cleanly using table logic and helper columns — no fragile tricks, no hidden dependencies. --Since you requested "no #REF errors," I will wrap all lookups in error-handling functions so the sheet always looks professional, even if a field is empty. I care about files that stay stable after delivery, not just ones that “work today.” If that mindset matches yours, this will go smoothly. Happy to start right away. Thank you.

@marinam101

I have experience within the field as I’ve carried this action prior when working with the Home Office.

@aditiprakash56

Hello, I can build a robust, fully formula-driven Excel quoting system that links your master price workbook (source) to a client-facing quote workbook (destination) with transparent, auditable formulas only—no macros or Power Query. Looking forward to working with you. Best regards, Aditi Prakash