Need an excel solution to improve a spreadsheet based quotation
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Description
Experience Level: Expert
Hi
Currently we manually calculate the price of items we sell and manually input them into a quotation template in an Excel spreadsheet. We then save that down as a PDF. As you can imagine this is very time consuming and so we need someone to help us build a solution in Excel to make the process easier and quicker.
We have about 54 products, over half are made to measure hence final price depends on the sizes chosen (width and length) - so it is per sq meter price multiplied by the width x length (sqm) = final price. Of course quantity is also a variable. Once the quote is prepared we save it as a PDF . So we want this entire process made easier, less time consuming etc
So we need someone very proficient with excel that can build a solution to improve this process - our existing quotation spreadsheet will be shared with the winning bidder as we want to keep the same format and information on it.
Please do not bid if Excel is not your thing. Also we need someone that can start immediately
We will supply the following to the winning bidder:
1. Existing quotation spreadsheet
2. List of our products
3. Prices of each product
4. We will walk you through how the calculation is done (if needed).
We want this done asap, so the job will only be up for a couple of days.
Currently we manually calculate the price of items we sell and manually input them into a quotation template in an Excel spreadsheet. We then save that down as a PDF. As you can imagine this is very time consuming and so we need someone to help us build a solution in Excel to make the process easier and quicker.
We have about 54 products, over half are made to measure hence final price depends on the sizes chosen (width and length) - so it is per sq meter price multiplied by the width x length (sqm) = final price. Of course quantity is also a variable. Once the quote is prepared we save it as a PDF . So we want this entire process made easier, less time consuming etc
So we need someone very proficient with excel that can build a solution to improve this process - our existing quotation spreadsheet will be shared with the winning bidder as we want to keep the same format and information on it.
Please do not bid if Excel is not your thing. Also we need someone that can start immediately
We will supply the following to the winning bidder:
1. Existing quotation spreadsheet
2. List of our products
3. Prices of each product
4. We will walk you through how the calculation is done (if needed).
We want this done asap, so the job will only be up for a couple of days.
Tony O.
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Hi,
This sounds like it should be an application with a database.
Would this be something that would suit you better.
Thanks
AndyTony O.25 Aug 2019Hi
No, we dont think that is needed. there is no need for a database.
thx
840593
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