Mail merge letter and excel spreadsheet (or Access)
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Post a project like this1690
£35(approx. $44)
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- Remote
- #2515022
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TOP PRO - Excel, Word, PowerPoint, VBA, Google Sheet, Outlook, Access, Database, Scripting
Bay Minette
Trusted CRM Consultant and Data Automation Expert. Automating your business, designing your future!
Mumbai
Photo editting,PDF conversion,fillable PDF form,PDF editting,Typing,Data entry,MS word,Mail merge,Scanning document,copy past,Document Conversion
New Delhi
Accessibility, Section 508, WCAG, PDF Forms, Wordpress Designing, eCommerce,Logo designs, Product designs, Any designs abobe.. and Etc.
Chennai
3549512644632062946211352225319622612585262775426424062672769286799729875863008597
Description
Experience Level: Entry
Hi,
I have a fairly standard appointment letter that I send out when we are proposing fees for a new project. I would like someone to produce a simple excel sheet I can fill in with the relevant details (fields for the merge are highlighted yellow in the attached) and issue to the client.
For clarity, I need an excel spreadsheet, which allows me to adapt my service offering as highlighted in the attached, and for me to then simply hit mail merge to get my letter populated.
Each excel sheet will be saved as the project name so only needs to be single-use.
Each letter will be on word and will also be saved per project and will be single-use. I will then edit anything which needs to be amended and save as a PDF before sending to my clients.
The section named "scope of services" with the bullet point services should pull from a table of the full offering we have, and I should simply be able to tick each one which is applicable to this particular project on each occasion rather than typing it all out each time. I have provided a list of the full-service offering in the attached documents but need to also issue you with a shortlist of the CDM role services and the Quantity Surveying services document as I could not upload them at this time. This will be broken into three main services - Quantity Surveying, Employers Agent, Project Management and CDM. Under each of those headers will be a list of services. Not every project will offer all services, so, for example, a project might only be quoting for Quantity Surveying services.
At this stage, I have no interest in hosting this online or any other suggestions other than a simple excel sheet and mail merge option. I know there are other ways to get the desired results. I would, however, consider an access database if this was something you recommended for data input and production of the word document.
I have a fairly standard appointment letter that I send out when we are proposing fees for a new project. I would like someone to produce a simple excel sheet I can fill in with the relevant details (fields for the merge are highlighted yellow in the attached) and issue to the client.
For clarity, I need an excel spreadsheet, which allows me to adapt my service offering as highlighted in the attached, and for me to then simply hit mail merge to get my letter populated.
Each excel sheet will be saved as the project name so only needs to be single-use.
Each letter will be on word and will also be saved per project and will be single-use. I will then edit anything which needs to be amended and save as a PDF before sending to my clients.
The section named "scope of services" with the bullet point services should pull from a table of the full offering we have, and I should simply be able to tick each one which is applicable to this particular project on each occasion rather than typing it all out each time. I have provided a list of the full-service offering in the attached documents but need to also issue you with a shortlist of the CDM role services and the Quantity Surveying services document as I could not upload them at this time. This will be broken into three main services - Quantity Surveying, Employers Agent, Project Management and CDM. Under each of those headers will be a list of services. Not every project will offer all services, so, for example, a project might only be quoting for Quantity Surveying services.
At this stage, I have no interest in hosting this online or any other suggestions other than a simple excel sheet and mail merge option. I know there are other ways to get the desired results. I would, however, consider an access database if this was something you recommended for data input and production of the word document.
Torridon CPM
100% (11)Projects Completed
11
Freelancers worked with
6
Projects awarded
69%
Last project
6 Sep 2021
United Kingdom
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