Excel Sales Estimate/Proposal Template - VBA macro
I need someone familiar with MS Excel Macros/programming to develop a spreadsheet that will help me produce sales proposals for my business. I will give you all the documents I have and your job is to give me a turn key template that is very intuitive, not complicated and makes it so all I have to do is fill in one form with Prospect Company Name, Contact name and address/phone, etc., Length of contract (in years or months), Alternate contact information, and some more items, plus the quantities of each product or service I want to include in the estimate. The whole thing should be password protected, but I want to be able to override prices where I need to with a easy to use override "code" that I can set and change as I wish. These documents make up my proposal: 1. My Price List with ITEM CODES used for calculating my estimate 2. Data Gathering Sheet 3. "Introduction Letter" 4. "Estimate For Services" 5. "Exhibit A" Price List page (I show the customer this) 6. "Agreement" page (the contract between my company and my prospect) 7.A second Agreement page for certain types of prospects 8. I want to be able to add a Free Form Document as needed I am asking you to: Use the above documents to create a template that is macro driven. Create 1 master spreadsheet that will by my "control" center I can use to create all of my sales proposals for my prospects.This template will ask me questions that will allow the program to easily drop in the products/services and quantieies that the prospect is requesting, along with Prospect Company name, Contact name and address/phone, etc., Length of contract (in years or months), Alternate contact information, and more... and I want the program to automatically drop the estimate information into a nicely formatted "Estimate For Services" page. The program should also allow me to indicate which other documents I want to include in the proposal... For example: Include the Introduction Letter, Estimate for Services and Price List but NOT the Price Exhibit A or any other pages. I also want to be able to indicate what ORDER the documents appear in the final proposal. Format the final proposal neatly with my logo on each page. Make it look sharp, use colored tables and categories of products/services included in the proposal should be summarized. There should be an easy built in routine for converting the whole package into an MS Word document and/or PDF document that has E-Signature capabilities. The final document will need to draw Prospect Company name, Contact name and address/phone, etc., Length of contract (in years or months), Alternate contact information, and more information from my data gathering spreadsheet and drop that information into the appropriate spot on each document. If there is a "contract" used in the final document, I want it set up so the customer can fill in blanks where necessary and E-Sign the document using an E-signature service. ------------------------------------------ Added 23 JUN 2012, 0:03 AM EDT I HAVE ADDED TWO ATTACHMENTS TO HELP YOU BETTER UNDERSTAND WHAT THE FINAL OUTPUT MIGHT LOOK LIKE, BUT I WOULD REQUEST YOU DO SOME MORE FORMATTING TO CLEAN THIS UP A BIT. Desired Skills: VBA macro Keywords: Software Application, macro, VBA
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