Create a System to Auto-Generate PDF Proposal Documents (possibly with Zapier)
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- Proposals: 2
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Description
Experience Level: Intermediate
Estimated project duration: 3 - 4 weeks
General information for the business: Digital Marketing
Description of requirements/functionality: I have a project where I need to auto-generate a PDF proposal document for our clients, at the moment it is part automated and part manually done and it is taking to much time to produce them - the whole thing needs to be automated.
I have attached an example of the document we currently produce, there are a number of fields that have to be manually changed on each one we create, these are:
Prepared for:
Website:
By:
(all on page 1)
Price:
(on page 2 at the bottom)
Screenshot of website and score - taken from the top part of the WooRank report
(on page 2)
The document also has a website report attached that is generated by a system called WooRank, this report is attached from page 4 onwards.
We have a spreadsheet (Google Docs) that has the data for the fields on it, I am sure we could create a system, possibly with something like Zapier, that would pull the data from the spreadsheet and create the document.
Unfortunately, as far as I know, WooRank do not have an API, so there may be a small amount of manual work needed to attach the WooRank report, but hopefully we can automate either all of the process or nearly all of it. I am unsure how we go about getting the WooRank score and screenshot on page 2, at the moment we screenshot this and drop it into the document on our PDF editor.
Please let me know if you are able to make a system to create the documents (how will you overcome the issues above to make it work), the cost you are looking for and the timeframe.
Specific technologies required: Zapier, Google Docs, PDF, WooRank,
Extra notes:
Description of requirements/functionality: I have a project where I need to auto-generate a PDF proposal document for our clients, at the moment it is part automated and part manually done and it is taking to much time to produce them - the whole thing needs to be automated.
I have attached an example of the document we currently produce, there are a number of fields that have to be manually changed on each one we create, these are:
Prepared for:
Website:
By:
(all on page 1)
Price:
(on page 2 at the bottom)
Screenshot of website and score - taken from the top part of the WooRank report
(on page 2)
The document also has a website report attached that is generated by a system called WooRank, this report is attached from page 4 onwards.
We have a spreadsheet (Google Docs) that has the data for the fields on it, I am sure we could create a system, possibly with something like Zapier, that would pull the data from the spreadsheet and create the document.
Unfortunately, as far as I know, WooRank do not have an API, so there may be a small amount of manual work needed to attach the WooRank report, but hopefully we can automate either all of the process or nearly all of it. I am unsure how we go about getting the WooRank score and screenshot on page 2, at the moment we screenshot this and drop it into the document on our PDF editor.
Please let me know if you are able to make a system to create the documents (how will you overcome the issues above to make it work), the cost you are looking for and the timeframe.
Specific technologies required: Zapier, Google Docs, PDF, WooRank,
Extra notes:
Projects Completed
477
Freelancers worked with
17
Projects awarded
1%
Last project
26 Apr 2024
United Kingdom
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