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Modify Word Quotation Document / template

Feb 25, 2024 - Expert

$18.00 Fixed

Our quotations are made from a MS Word document. I am looking for someone to modify this quotation document with the following information. Please indicate if these requests are feasible without any 3rd party software and preferably form only 1 outside excel file for data.

We will create an Excel “Contacts” document that will contain all our customer information. This data should be able to be pulled into our quotation. Company Name, address, contact name, email, phone to be pulled form an external Excel file.

“Respectfully submitted by” information (Name, position and email) should be a pull-down menu of 3 lines in same formatting of sample.

Sometimes our quotation extends to 2 or more pages. When quote extends to more then one page, pages should change numbering (2 of 3 etc.), and add and additional page for extending quote before last page with terms and conditions.

We need to find a way to number quotes that will be automatic and consecutive. Example: Quote number: 5150, next quote to auto number 5151 and so on.

The general layout and formatting should be locked to prevent accidental format change.

Some of this data may be changed so all programming must be available to change if needed. Locations of excel and quotations may be changed so directories must be available to change if necessary.

Include a specific prefix or suffix as 'In a cell'. Apply a clean, minimalist design throughout the document. Implement VBA Macros for integrating the Excel data, allowing robust data pulling and flexibility. Please include our company branding colors and logo in the design. Please use neutral colors for a clean, minimalist design. Include a manual refresh button to update the data from the Excel file. Set the document to read-only mode to prevent unauthorized modifications. Use neutral colors for branding to maintain a clean and minimalist design. Modify the existing quotation template to incorporate the specified requirements. Use a sequential format for generating and handling automatic and consecutive quote numbering.

  • Proposal: 0
  • 24 days
AuthorImg
Aagam Bhattacharya Inactive
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Member since
Feb 25, 2024
Total Job
2