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* We require a professional and capable Excel quotation-template specialist for approximately **30 hours of focused work**. * Most of the workbook structure, example quote, pricing process and required outcomes have already been created and supplied. * Your role is to review, improve, finalise and test the existing Excel worksheets — not build a full software system from scratch. * The finished workbook must allow ERS/CFE staff to enter quote details and up to **20 products**, then create a polished customer quotation suitable for **Print to PDF and email**. * Strong Excel formula, costing, print-layout, PDF-output and image-handling experience is essential. * You must be comfortable creating professional customer-facing quotation layouts, while keeping ERS internal costs, freight, margin and profit information hidden from the customer. * The project includes ERS and CFE branding, product images, product information pages, accurate calculations, testing and a short handover guide. * This is a practical business project. We need a reliable, easy-to-use result completed efficiently — not unnecessary development, CRM integration or complicated software.
Project ID: 40534289
85 proposals
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Active 5 days ago
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85 freelancers are bidding on average $412 AUD for this job

HI there already i have checked project details job is clear so please contact me then we can discuss and show you sample, thank you
$250 AUD in 1 day
8.7
8.7

HI, I have referred to your details and attached files. I would like to have one to one discussion for this projects. 1) What Operating system you are using for this project (Windows / Mac OS) - As the code changes and libraries are different. 2) I can create a template similar to shown in pdf and covert to Excel format. When user enters the values, the data populates automatically. I have estimated the total cost for 20-30 days including all the requirements stated in the word document. Please initiate the chat. Looking forward to work on the project. -Chandra
$2,000 AUD in 30 days
8.5
8.5

As a finance, accounting and data analytics expert, I have built an extensive skill set in Excel that aligns seamlessly with the requirements of your project. My proficiency in Excel stretches from creating interactive dashboards to employing sophisticated formulas and macros for both data analysis and automation purposes. These valuable skills make me the ideal candidate to tackle the intricacies of constructing your quotation-template Excel workbook. Throughout my career, I have designed numerous bespoke Excel tools, including quoting and costing templates, just like what you are seeking. This has not only refined my formula-building abilities but also developed my sharp eye for detail - which is instrumental when it comes to polishing customer-facing layouts and ensuring internal costs remain confidential. Lastly, I deeply resonate with your need for an efficient, practical solution over unnecessary complexities. Having worked with clients from diverse sectors over the years, I understand the importance of delivering tangible results promptly - to avoid any potential disruption to your business. In addition to meeting this requirement, choose me and you'd also receive my promise of post-contract support whenever needed. Let's get this project underway — together we'll create a streamlined quotation process that optimizes ERS/CFE operations while exhilarating clients with cutting-edge quote functionality!
$250 AUD in 1 day
7.6
7.6

Hi there, I understand you already have the workbook structure, pricing logic, and example quotation in place, and now need an experienced Excel specialist to review, refine, test, and finalize the solution into a professional customer-ready quotation system. I can help transform the existing workbook into a reliable, polished tool that is easy for ERS/CFE staff to use while ensuring customer-facing outputs remain professional and accurate. My approach will be to audit the existing worksheets, validate formulas and costing logic, streamline data entry for up to 20 products, and optimize calculations to ensure accuracy and maintainability. I will improve the quotation layout for professional PDF output, integrate branding, product images, and supporting product information pages, while ensuring internal costing, freight, margins, and profit calculations remain hidden from customer-facing documents. I will also review print settings, page breaks, image placement, conditional formatting, and workbook protection to ensure consistent results when generating quotations for PDF or email distribution. Thorough testing will be completed across different quoting scenarios to verify calculations, formatting, and output quality before handover. Is the existing workbook already using VBA/macros, or would you prefer the solution remain primarily formula-driven where possible? I’m ready to start immediately. Warm Regards, Aneesa.
$250 AUD in 2 days
7.1
7.1

⭐⭐⭐⭐⭐ Create Professional Excel Quotation Templates Efficiently ❇️ Hi My Friend, I hope you're doing well. I’ve reviewed your project needs and see you are looking for an Excel quotation-template specialist. You don’t need to look any further; Zohaib is here to help you! My team has successfully completed 50+ similar projects for Excel templates. I will review, improve, and finalize your existing worksheets to ensure they meet your requirements. ➡️ Why Me? I can easily improve your Excel quotation templates as I have 5 years of experience in Excel design, focusing on formulas, layout, and PDF output. My expertise includes cost calculations, image handling, and creating user-friendly templates. Additionally, I have a strong grip on branding and ensuring internal costs are hidden from customers. ➡️ Let’s have a quick chat to discuss your project details. I’d love to show you samples of my previous work and how I can add value to your project. Looking forward to discussing this with you in chat. ➡️ Skills & Experience: ✅ Excel Formulas ✅ Costing & Pricing ✅ Print Layout Design ✅ PDF Output Creation ✅ Image Handling ✅ Template Testing ✅ Data Validation ✅ User Interface Design ✅ Branding Implementation ✅ Quotation Generation ✅ VBA Automation ✅ Troubleshooting Waiting for your response! Best Regards, Zohaib
$350 AUD in 2 days
6.7
6.7

With over 13 years of experience in Excel and data-driven projects, I am confident that I can improve, finalize, and test the existing Excel worksheets for ERS/CFE. I have neat proficiency in making efficient use of Excel formulas, conducting optimal costings, managing print-layouts, PDF-outputs and image-handling for professional documentation. Moreover, my prior projects have strong implications of handling customer-facing interfaces while concealing business-sensitive information - exactly what your project demands. Also, having recently accomplished multiple projects with similar profiles like Car rental website development and AI emergency caller using Vapi and Twilio, I am experienced in delivering high-impact automation solutions efficiently. Thus, choosing me for this project will ensure you receive quality deliverables within the stipulated timeframe. In conclusion, I offer knowledge-backed expertise not only in Excel but also in other relevant areas like Python Web Automation and Data mining - providing versatile options for your future requirements. Consider my wealth of skillfulness and significant experience as an extractor of value from data to bring about your desired outcome for this project. Let's discuss more about how I can assist you further!
$250 AUD in 1 day
6.8
6.8

Hi, This project is a great fit for my Excel expertise. I have experience building and refining professional quotation, costing, and pricing workbooks with advanced formulas, automated calculations, product image handling, print-ready layouts, and PDF output. I understand the importance of keeping internal costs, margins, freight, and profit calculations hidden while presenting a clean, customer-facing quotation. Based on your description, I can review the existing workbook, optimize formulas and workflows, improve the quotation layout, test all calculations, ensure support for up to 20 products, and provide a simple handover guide for your team. My focus will be on delivering a reliable, easy-to-use business tool rather than overcomplicating the solution. I'd be happy to review the current workbook and discuss the required refinements. Best regards, Muhammad Usman
$400 AUD in 3 days
6.7
6.7

Hello, I am an Excel quotation‑template specialist who will review, improve, finalise, and test your existing workbook for ERS/CFE. I will ensure staff can enter quote details and up to 20 products, with professional print‑to‑PDF and email‑ready customer layouts that hide internal costs, freight, margin, and profit. I will incorporate branding, product images, product info pages, accurate calculations, and test thoroughly. I will deliver a reliable, easy‑to‑use workbook plus a short handover guide. Please share your existing files and any branding assets. I can start immediately. Thank you. Regards, Zafar
$600 AUD in 1 day
6.3
6.3

Hi There , I’ve carefully checked your requirements and really interested in this job. I’m working as a freelance graphic designer with U.S. and European teams. I’m offering best quality and highest performance at lowest price. I can complete your project on time and your will experience great satisfaction with me. I have rich experienced in Data Entry, Data Management, Excel VBA, Print Design, Visual Basic, Excel, Excel Macros, Data Analysis, PDF and Data Processing. For more information about me, please refer to my portfolios. I am checking your attachment, I'll update you shortly... I’m ready to discuss your project and start immediately. Looking forward to hearing you back and discussing all details.. With regards
$250 AUD in 1 day
6.2
6.2

Hi, I have extensive experience building and refining Excel-based quotation and costing templates. I can review your existing workbook, improve formulas and workflows, finalize customer-facing quotation layouts, implement accurate costing calculations, manage product images, and thoroughly test the workbook before handover. I understand the importance of keeping internal costs, freight, margins, and profit data hidden while generating professional PDF-ready quotations for customers. I can also provide clear documentation and a short handover guide for your team. Best, Muhammad
$300 AUD in 1 day
5.9
5.9

Hi, I am a full-stack AI developer with 8 years of rich experience. I am familiar with Excel, Excel VBA, PDF generation, data analysis, and spreadsheet automation. For this project, the most important point is creating a reliable and professional quotation workflow that is easy for staff to use while keeping internal costing information hidden. I can review the existing workbook, improve formulas and layouts, validate calculations, optimize PDF output, and ensure the final quotation is accurate and customer-ready. I'm an individual freelancer and can work on any time zone you want. Please contact me with the best time for you to have a quick chat. Looking forward to discussing more details. Thanks. Emile.
$250 AUD in 7 days
5.5
5.5

Hi, ★★★ Excel Expert ★★★ 5+ Years of Experience ★★★ I understand you're looking for a professional to enhance your Excel quotation template. I will review the existing worksheets, improve the layout, and ensure all formulas function correctly. My focus will be on creating a polished customer quotation that meets your specifications for print and PDF output. I will incorporate your branding and product images while ensuring internal cost details remain hidden. I will also provide a short handover guide to ensure your team can use the workbook effectively. Questions: 1. Are there any specific branding guidelines I should follow for the layout? 2. What specific improvements do you envision for the existing worksheets? 3. Can you clarify the types of product information that need to be included in the quotation? Ready to get started!
$250 AUD in 7 days
5.8
5.8

Warm greetings, Your project is exactly the type of practical Excel enhancement work we handle regularly. Our team of 62 professionals with over 9 years of experience can review your existing workbook, refine formulas, improve quotation workflows, optimize print layouts, and ensure professional PDF-ready customer quotations without overcomplicating the solution. Here's how we can help: • Review and finalize the existing Excel quotation template • Validate costing, margin, freight, and profit calculations • Create polished customer-facing quote layouts with ERS/CFE branding • Manage product images and product information pages • Ensure hidden internal pricing data remains secure • Thoroughly test PDF output, printing, and usability • Provide a concise handover guide Could you share the current workbook structure and whether VBA/macros are already in use? Are product images stored within the workbook or linked from external files?
$500 AUD in 7 days
5.4
5.4

Hi there,I am a Data Scientist is a professional responsible for extracting actionable insights and knowledge from large volumes of data Microsoft applications Development. I can write clean, Excel, Word, Access, PowerPoint, Power BI, Outlook and creating VBA macros. Excel: Advanced Array Formulas, Charts, Pivot Tables, Pivot Charts, Mail Merge, VBA Macros, Excel Macros, Capabilities, Spreadsheets. Email through Outlook and Gmail, Add-in, Customized Macros. My top priority is to provide a high quality of work, I am willing to fully devote my time and energy to improve the service offered, with timely, accurate and professional results, building trust and a long term relationship with customer is my main objective. https://www.freelancer.com/u/GdevDataSceince Choosing me for this project not only means benefiting from my extensive skills in Excel and data analysis but also entrusting your sales data with someone who values precision and confidentiality. Let's begin working together on this valuable project to deliver lasting results that will positively impact your business. Thanks Gdev
$300 AUD in 7 days
5.3
5.3

Hi, I just went through your project details and what stood out to me is that you're not looking for a new system. You're looking for someone who can take an existing workbook, refine it, validate the calculations, improve usability, and produce professional customer-facing PDF quotations that staff can generate reliably. I've worked extensively with Excel-based business processes, calculation engines, reporting workflows, and structured quote-generation systems. One relevant project involved migrating a complex scoring and calculation model from Excel into a production environment while maintaining complete formula accuracy and auditability. That experience taught me the importance of balancing business logic, usability, and presentation. Based on your brief, I would focus on: • Formula validation and costing accuracy • Clean quote-entry workflow for staff • Professional PDF print layouts • Product image and branding integration • Protection of internal cost, margin, and profit data • End-to-end testing and handover documentation The goal should be a workbook that staff can use confidently without needing technical knowledge while ensuring customers receive a polished and professional quotation every time. One question: are the product images and pricing data already linked within the workbook, or will they need to be reorganized as part of the finalisation process? ~ Rajesh
$650 AUD in 20 days
6.0
6.0

Hi there, I’d be happy to assist with your project. I have experience handling similar work and am confident I can deliver a high-quality result. I’d appreciate the opportunity to work with you and look forward to your response. Thank you.
$250 AUD in 7 days
5.1
5.1

Hi there, I am A.R.M. MASUD, with a strong data science background. I specialize in creating customized Excel-based solutions that streamline business processes, enhance data management, and enable insightful analysis. Whether it’s developing advanced macros, automating workflows, or integrating Excel with other Microsoft applications, I deliver robust, efficient solutions tailored to your specific needs. My expertise includes AR/AP Management, Financial Statement Preparation, Expense Tracking, Budgeting and Forecasting, Cash Flow Management, and APR Calculation via the Sales Force Formula. I design and develop advanced Excel workbooks with tailored features such as formulas, macros, pivot tables, Power Query, mail merge, email via Outlook and Gmail, add-ins, customized macros, and automated repetitive tasks using Excel VBA. I also create interactive dashboards for real-time data visualization, providing fully functional and customized Excel workbooks, automated workflows, and macros for efficient task management and data integration between Excel and other business systems. https://www.freelancer.com.bd/projects/excel/Advanced-Data-Processing-Chart/reviews Thank you for considering your Microsoft Excel development project. I am confident that my expertise and commitment to excellence will add significant value to your business operations. Thanks A.R.M MASUD
$250 AUD in 7 days
4.5
4.5

Hi, I can take your existing Excel quote‑generator workbook and turn it into a clean, reliable tool that produces polished customer PDF quotations while keeping all internal ERS/CFE costing, freight, margin and profit data fully hidden. I’ll review your current sheets, fix structure issues, tighten formulas, standardise calculations, improve image handling and refine the print layout so staff can enter quote details and up to 20 products with zero friction. I’ll also ensure branding, product images, product info pages and all totals are accurate, then test the full workflow and include a short handover guide so your team can use it confidently. Best, Juan F.
$500 AUD in 7 days
4.3
4.3

Hi, there! My name is Maroof and I believe my skills perfectly align with your project's requirements. With over 14 years in Full Stack Development, I've gained profound knowledge of Excel, Excel VBA, PDF, and Visual Basic - all indispensable for your quotation-template task. My intention is to maximize the potential of the existing worksheets while ensuring every necessary function works efficiently. Beyond just working with Excel, I have proven expertise in creating professional customer-facing layouts- a skill that will truly shine when developing branded product quotes for CFE and ERS. Importantly, I always prioritize data security. Your proposed quotation workbook will not only deliver polished quotations but also safeguard internal information (costs, margin) from customer view. Having created successful applications for diverse business needs, my focus will be on delivering a reliable and easy-to-use result within the stipulated timeframe. As a solution provider, my goal is to offer the smoothest experience for staff users. I am confident that leveraging my extensive experience in tool-building and customizing existing systems, your project will yield exceptional results. Let's discuss how I can best serve you!
$500 AUD in 7 days
4.6
4.6

I understand you need an expert to finalize and polish your Excel quote generator, similar to how I've previously optimized complex financial models for automated reporting. My focus will be on ensuring seamless data input, accurate calculations, and a professional, print-ready PDF output for your customer quotes. My approach involves a thorough review of your existing workbook, focusing on formula efficiency and error handling within Excel. I'll leverage VLOOKUP/XLOOKUP, SUMIFS, and potentially OFFSET functions for dynamic product selection and pricing. Conditional formatting will be applied for clarity, and VBA will be considered for automating the PDF generation process and ensuring a clean, user-friendly interface for your staff. Could you clarify the specific product data structure and any unique pricing tiers or discounts that need to be accommodated? I'm confident I can deliver a robust and polished solution within your estimated timeframe. Let's schedule a brief call to discuss the finer details.
$540 AUD in 21 days
4.0
4.0

Geebung, Australia
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Member since Apr 29, 2020
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