Automated contract production (using escel and word) - procurement
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- Posted:
- Proposals: 3
- Remote
- #554080
- Awarded
Description
Experience Level: Intermediate
solution to ensure that contracts are produced and checked as quickly as possible. process is envisaged as the following
1) providers will register their details on a list produced so far on excel spreadsheet
2) providers will then receive an e mail that requests that they visit their secure part of the site and confirm they agree the data in the Table (the spreadsheet)
3) Suppliers will be able to press a “Produce Draft contract” button which then generates a draft contract (CfD Agreement) for them to review - derived from the excel spreadsheet.
4) Once suppliers have satisfied themselves that the data is correct and they want to get the contract signed they then can press a button to “produce contract”. Then the system produces a pdf version of the contract for them to sign and send to us by registered post.
What is needed is a link to be made between an excel spreadsheet which depicts key requirmeents of information from a supplier and the buyer (me) and other third parties) (this info needs to be inserted into the contract), and then that list needs to link to the word format of the contract and auto populate those relevant sections of the contract (using mail merge perhaps). The excel spreadsheet is more or less complete but will need to be polished/improved. The word format of the contract will also been made available to the right bidder
please note a non disclosure agreement will need to be signed.
1) providers will register their details on a list produced so far on excel spreadsheet
2) providers will then receive an e mail that requests that they visit their secure part of the site and confirm they agree the data in the Table (the spreadsheet)
3) Suppliers will be able to press a “Produce Draft contract” button which then generates a draft contract (CfD Agreement) for them to review - derived from the excel spreadsheet.
4) Once suppliers have satisfied themselves that the data is correct and they want to get the contract signed they then can press a button to “produce contract”. Then the system produces a pdf version of the contract for them to sign and send to us by registered post.
What is needed is a link to be made between an excel spreadsheet which depicts key requirmeents of information from a supplier and the buyer (me) and other third parties) (this info needs to be inserted into the contract), and then that list needs to link to the word format of the contract and auto populate those relevant sections of the contract (using mail merge perhaps). The excel spreadsheet is more or less complete but will need to be polished/improved. The word format of the contract will also been made available to the right bidder
please note a non disclosure agreement will need to be signed.
James K.
100% (8)Projects Completed
8
Freelancers worked with
8
Projects awarded
38%
Last project
12 May 2020
United Kingdom
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