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Sales Management

$30-250 NZD

Closed
Posted over 5 years ago

$30-250 NZD

Paid on delivery
I need to develop a connected excel sheets to be used by sales employee to feed information and export a formal quotation. The completed quotations shall be saved in excel format in a specific folder with quotation number as file name. Also, a PDF copy shall be saved to be shared with customer. At the same time all these information shall be logged in a different excel sheet. Sales engineer should fill the information in a friendly interface with drop down lists with different classifications. The excel sheets formatting and relationships shall be locked. A sub-routine shall assign a unique quotation number for every quotation. the sales engineers are not working within same network, however, they are working from different areas with different network. So, the quotation number shall be unique and consistence to every sales engineer. On the other hand, the sales manager should be able to pull the information and combine them in one master file. Then, export reports and statistics based on date, area, sales engineer, industry, ...etc. The report shall be exported in defined format.
Project ID: 18137553

About the project

9 proposals
Remote project
Active 5 yrs ago

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9 freelancers are bidding on average $124 NZD for this job
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I would like to do SEO Search Engine Optimization for your website and rank your website on 1st page within few month. We have to check your website keywords and then tell you eastimate price and timeframe for ranking keyword, We provide SEO Report every 7 days , We would like to provide 1 Week trial Insha Allah
$155 NZD in 3 days
5.0 (3 reviews)
3.2
3.2
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i am interest with the project and i will do its right away lets discuss about its the details thank you
$30 NZD in 3 days
4.9 (2 reviews)
1.2
1.2
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I'm an expert on excel for 10 years. I created same program on my actually team. I create excel programs in vba script every month in my current job : IT team Leader. So i can use excel, word and all of package microsoft office for datat entry or programming soft. I'm availlable 8 hours every day for any type of works according my skills. If you want more information on my skills, you can contact me
$40 NZD in 3 days
5.0 (1 review)
0.8
0.8
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I will surely do this work in 3 days Relevant Skills and Experience Knowledge of ms office with 1 year diploma in computer application
$155 NZD in 3 days
0.0 (0 reviews)
0.0
0.0
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Hi, I have a good excel and VBA skills and I’m working in same domain. Could you please give me this project and i will give within on time with good accuracy. Thanks in advance, Sai Ram
$111 NZD in 5 days
0.0 (0 reviews)
0.0
0.0
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I have more than 3 years experience in vba so whenever you like to talk about same please ping me.
$31 NZD in 5 days
0.0 (0 reviews)
0.0
0.0
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I can handle this project with accuracy and timeliness based on my expertise and experiences. The nature of work I am with since the beginning of my career receives a lot of commendation and success.
$277 NZD in 10 days
0.0 (0 reviews)
0.0
0.0
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Dear Sir/Madam, I would work on your project with pleasure. My goal is to make you satisfied. So in case, product does not fully meet your expectations, I am ready to upgrade file for several times (without any additional fee), until you get perfect version. You get is following: 1. File 1: Excel workbook with following pages: a. Quotation form page, where sales engineer will fill in information and click specific button (button will use VBA coding) to save particular quotation both in excel and pdf. b. Log page, where information regarding every generated quotation form will be automatically saved by clicking button mentioned above. c. Supportive pages (admin panel) for managing drop down lists and other functions. 2. File 1: All cells in excel (except those that should be filled in) will be locked. 3. File 1: Quotation numbers will be updated automatically and will be unique per engineer. 4. File 2: Excel workbook (master file for sales manager) will have a button. By clicking this button, information from individual files will be gathered in master file. Will do some nice reports and charts based on your requirements. Information needed to do job: 1. Photo of an existing quotation form or excel template. If none of them exist, please, tell me what should be on the form. 2. Format of quotation form number. As I guess it should consist of two segments: a) sales engineer code; b) unique number of quotation form. Thank you. Sincerely, Rezi
$155 NZD in 3 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of INDIA
faridabad, India
4.9
37
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Member since Mar 9, 2017

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