I maintain a master price sheet (the “source” workbook) and a client-facing quote sheet (the “destination” workbook). I need the destination file to pull prices automatically from the source file through standard Excel formulas rather than macros or Power Query, so the link remains transparent and easy to audit. Inside the destination sheet the user must be able to customise a quote through: • dropdown lists that drive item selection • checkbox selections that add or remove optional services As users make choices, the relevant rows—or whole quote sections—should appear via simple drag-and-drop or copy-down actions, with all pricing fields updating instantly from the source workbook. Future maintenance is also critical. New products or price changes will live in an external system, and I want the two-file setup to refresh itself through an automated sync with that source—ideally triggered when the workbooks open or on a button click—while still keeping the underlying links formula-based. Acceptance Criteria • Destination workbook shows correct prices after linking, with no #REF or circular errors. • Dropdowns and checkboxes dynamically include every item in the latest source list. • Adding an item in the external system populates the source workbook and cascades to the destination sheet without manual edits. • Solution documented so I can extend the lists or relocate the files without breaking references. If you’ve built robust, formula-driven quoting tools in Excel before, I’d love to see how you’ll approach the drag-and-drop interaction and the automated refresh.