Link fields from Excel to Indesgin?

I currently use xero for accounting purposes, and generating quotes and invoices. I have a custom template that fits my company branding. I find it inflexible for making it look nice and I wish to move to indesign if possible.

I still need to use Xero and my thinking is that I can have all of the data in my excel sheet, and then somehow, this will link to indesign which will make it look pretty. And allow me to add descriptions.

I have been sending clients separate documents for quotes, invoices, and project scope but wish to merge the quote and project scope documents.

Basically in indesign it should look like this:

<Client>

<Client Address>

<Client phone number>

<Project Name>

2 pages containing a generic standard project scope

then job specific items that form the quote

<Item number>  <name> <Cost> 

Description done in indesign manually

<Item inumber>  dname> <Cost> 

Description done in indesign manually

<Item inumber>  dname> <Cost> 

Description done in indesign manually

etc

<Total Cost>

I found data merge to be inflexible as its design for one line of the linked file to be used per page. And placing a linked table was ugly and didn't provide enough formatting opportunities.

I'm ok will linking multiple files - one for client info and one for the lines of the quote but ideally it will be grabing fields from the excel sheet and linking them to whever I choose in Indesign.

The problem with my current setup is that each document needs the client details and there is a lot of repetition. Also I wish to include the project scope on the actual quote so that when they accept there is no question that they've agreed to it.

I hope that makes sense.