CRM Quote Conversion Automation Tool

Objective:
Automate the process of converting exported quote data from our sales/CRM system into a standardized Excel layout for creating showroom price lists.
Current Situation:

We export quotes from our CRM in a consistent format (XL, CSV, or PDF).
The target layout for the price list is always the same in structure but must dynamically adjust in length based on the number of items in the export.
Currently, this formatting is done manually, which is time-consuming.

Requirements:

Develop a solution (Excel macro, VBA script, or small program) that:

Imports the exported data (CSV or Excel preferred).
Re-formats it into the predefined layout automatically.
Adjusts the layout dynamically based on the dataset size.
Allows customisation of visual elements, including borders, background colours, header images, and logos.


The final output should be a clean, customer-friendly price list that is easy to understand.

Goal:
Streamline the process so that multiple quote exports can be processed quickly and consistently without manual intervention.