Quotation tool in Excel that displays images and configures
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$320
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- Proposals: 20
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- #2758366
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Excel Expert |WordPress| Google Sheets |VBA & Google App Script | Woocommerce
Jhelum
5996813887436208270387175535799003278132311861430928103015549278297727441382195169
Description
Experience Level: Expert
Estimated project duration: 1 - 2 weeks
We're spending far too long on our Quotes. We run a lighting business that supplies a range of 1. set items that can be configured and 2. items that can be customised according to Client requirements.
We need a quotation tool in Excel that will speed up the Quote process and the output needs to look very concise with Product Images.
Also required will be simplistic formulas that will calculate Gross Margins, import charges and freight costs. I've looked into Quotewerks by far too much time is spent on configuring to suit our needs, so I am hoping that and Excel master will be able to assess our needs and get the job done. Attached is a sample of the current output. It can take our staff up to 8 hours to create a quote at present > I want to reduce that timeframe to max 1hour for the largest quote.
Important Points to be noted:
• There can be upto 10 revisions of quotes, so pls bear this in mind
• We need to also formulate a simple way to order items from our Suppliers. This can be as simple as the product type being allocated to a certain supplier
• We need to allow for line discounts or a lump-sum percentage discount on the total pre-VAT invoice total
• Freight needs to be included as a separate line entry
• Quotes will be converted to PDF files
• Products from our set range can be configured as per user requirements > this selection is straight forward but can vary from product-to-product
I'm sure there will be many questions, which I'll gladly look to answer ASAP. It would be ideal if you have done something similar like this before and I would like to see any examples of work of a similar nature.
**EDIT: I've attached a Quote workflow file to show the user-steps required to complete a quote. Pls review these steps, as this is the basis of the minimum functionality required, in order for us to speed up our existing process.**
We need a quotation tool in Excel that will speed up the Quote process and the output needs to look very concise with Product Images.
Also required will be simplistic formulas that will calculate Gross Margins, import charges and freight costs. I've looked into Quotewerks by far too much time is spent on configuring to suit our needs, so I am hoping that and Excel master will be able to assess our needs and get the job done. Attached is a sample of the current output. It can take our staff up to 8 hours to create a quote at present > I want to reduce that timeframe to max 1hour for the largest quote.
Important Points to be noted:
• There can be upto 10 revisions of quotes, so pls bear this in mind
• We need to also formulate a simple way to order items from our Suppliers. This can be as simple as the product type being allocated to a certain supplier
• We need to allow for line discounts or a lump-sum percentage discount on the total pre-VAT invoice total
• Freight needs to be included as a separate line entry
• Quotes will be converted to PDF files
• Products from our set range can be configured as per user requirements > this selection is straight forward but can vary from product-to-product
I'm sure there will be many questions, which I'll gladly look to answer ASAP. It would be ideal if you have done something similar like this before and I would like to see any examples of work of a similar nature.
**EDIT: I've attached a Quote workflow file to show the user-steps required to complete a quote. Pls review these steps, as this is the basis of the minimum functionality required, in order for us to speed up our existing process.**
Imran C.
100% (46)Projects Completed
27
Freelancers worked with
23
Projects awarded
49%
Last project
19 Feb 2024
United Kingdom
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