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PROJECT: Excel-Based Quotation System with Admin Control (MODA Windows & Doors) We need to develop a quotation system using Microsoft Excel (offline), with structured pricing logic, admin-controlled pricing tables, and manual PDF export. The system must be easy for sales users to operate while maintaining full control of pricing by the admin. 1. USER ROLES & ACCESS CONTROL There are two types of users: Admin Has full access to all sheets, including Pricing List and Customer Database. Can edit all pricing, unlock protected areas, and manage the system. User (Sales) Has access only to: - Customer List (restricted editing) - Quotation Sheet (data entry only) User cannot: - Access or modify Pricing List - Change formulas or pricing logic - Delete or edit customers without admin password - Edit saved quotations without admin password Excel protection must be implemented using sheet protection and password locking. 2. ADMIN PRICING LIST (PROTECTED SHEET) A hidden or password-protected sheet accessible only by Admin. Contains all pricing tables: Designs Table Fields: - Design Name - Category (Opening / Sliding / Bi-Folding / Fixed / Door) - Price per m² Materials Table - EURO UPVC - EURO ALUMINIUM - SEMI EURO ALUMINIUM - STANDARD ALUMINIUM Each has fixed price per m² Colors Table (linked to Material) - Each color belongs to a material category - Each color has its own price per m² Glass Table - Glass Type (e.g. 6mm clear, 8mm clear, 10mm green etc.) - Price per m² Screen Table - Screen Type (Opening / Sliding / Accordion) - Price per m² Key Lock - Fixed price (same for all doors) Installation Table - Installation price per m² per material Delivery Rate - Price per km (e.g. 30 THB/km) 3. CUSTOMER DATABASE (SHEET) User can create New Customer with: - First Name - Last Name - Address - Google Maps link (optional) - Phone Number Rules: - Customer records are permanent - User cannot delete or modify existing customers without admin password - Use Excel data validation/search (dropdown with search or filter) 4. NEW QUOTATION WORKFLOW When starting a new quotation: Auto-generated: - Quotation Number (incremental, using formula or macro) - Quotation Date (today’s date) - Expire Date (Quotation Date + 15 days) User selects: - Customer (from dropdown/search) - Salesperson Name (manual input) - Remarks / Special Notes Customer details are auto-filled from the database. 5. LINE ITEM STRUCTURE Each quotation contains multiple line items (rows). Each line includes: - Design - Material - Color (dependent on Material) - Glass - Screen option: - No Screen - With Screen → then select type (based on Design category) - Key Lock: - Yes / No (only for doors) - Width - Height - Quantity 6. PRICING LOGIC (PER LINE) All pricing is based on m². Final price per m² = Design + Material + Color + Glass + Screen (if selected) Line m² = Width × Height Unit Price per item = (Line m² × Final price per m²) + Key Lock (if selected) Line Total = Unit Price × Quantity Key Lock: - Fixed price per unit - Multiplied by Quantity 7. PROJECT TOTAL Subtotal = Sum of all Line Totals 8. INSTALLATION (PROJECT LEVEL) Installation is optional (Yes / No) If Yes: - System checks all materials used - Finds highest installation rate per m² - Applies it to total m² of the project Installation = Total m² × Highest Installation Rate 9. DELIVERY (PROJECT LEVEL) User inputs distance in km. Rules: - If distance ≤ 30 km → Delivery = 0 - If distance > 30 km → Delivery = Total km × Rate (No subtraction of first 30 km) 10. VAT & FINAL TOTAL Before VAT = Subtotal + Installation + Delivery VAT = 7% Grand Total = Before VAT + VAT 11. SAVE & PDF EXPORT When quotation is complete: - File is saved manually as Excel - User exports quotation as PDF manually (File → Save as PDF) Recommended: - Standard print layout format for clean PDF output - Predefined print area - Professional quotation layout 12. EDIT CONTROL - Saved quotations must be protected (locked cells) - User cannot edit without admin password - Admin can unlock sheet when needed 13. OUTPUT FORMAT Quotation must include: - Company details - Customer details - Quotation number - Quotation date - Expire date - Salesperson name - Item table - Subtotal - Installation - Delivery - VAT 7% - Grand Total - Remarks No images required. Text-based professional layout only.
Project ID: 40374317
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Active 28 days ago
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16 freelancers are bidding on average $24 USD for this job

With several years of experience in Excel and data management, I am confident in my ability to design and create the perfect quotation system tailored specifically for your unique needs. I have a deep understanding of Excel functions, formulas, coding and macros, thereby allowing me to build the necessary logical framework needed to ensure accurate pricing across all variables such as design, materials, colors, glass types and key locks. Additionally, my expertise in data validation and search functions will help simplify the process of selecting customers from a dropdown/search list. I am also familiar with implementing various levels of access control within Excel such as sheet protection and password locking. This will enable me to distinguish between an Admin with full control over pricing, formulas, unlocking protected areas and Customer Database; while granting only data-entry access to the Sales User for customer creation and quotation generation. Finally, being bilingual in Hindi and English will prove beneficial when it comes to addressing your specific project concerns./I recognize the trust you place in me when you hire my services; which is why I promise not just fast+accurate+on-time delivery but 100% quality satisfactory work as well. Given the chance, I am committed to making your quote management process as efficient and seamless as possible. Let's get started!
$20 USD in 1 day
4.4
4.4

Hi, I’ve reviewed your project and can help you get it done quickly and accurately. I’m Sarim Ali Khan, a top-rated freelancer specializing in data automation, analysis, and workflow optimization. My clients hire me because I deliver on time, on budget, and with zero guesswork. I can start right away and share a quick sample if you’d like. Let’s chat about the details and get you results — fast. Best, Sarim
$50 USD in 1 day
4.3
4.3

This is a well-structured system, and I can build a robust, secure Excel solution that balances ease of use for sales with strict admin control. I’ll design the workbook using a clean architecture: protected admin sheets (Pricing, Tables) + controlled user interface (Quotation + Customer DB). All pricing logic will be centralized and locked, ensuring users cannot alter formulas or rates. Key features I’ll implement: • Fully protected Admin Pricing engine (Design, Material, Color, Glass, Screen, Installation, Delivery) • Role-based sheet protection with password control • Dynamic quotation sheet with dependent dropdowns (e.g., Color based on Material) • Automated calculations: m², unit price, line totals, installation, delivery, VAT • Auto-generated quotation number + dates • Customer database with controlled input and lookup autofill • Clean, print-ready quotation layout for PDF export • Locked finalized quotations (admin override only) Where needed, I’ll use a mix of advanced formulas (INDEX/XLOOKUP, SUMPRODUCT) and light VBA (for ID generation and locking workflows) while keeping the system stable and maintainable. Background: I’ve built complex Excel systems including pricing tools, dashboards, and financial models with strong governance and automation. I can deliver a reliable, user-friendly system that your sales team can use immediately without risking pricing integrity. Regards, Taha
$20 USD in 7 days
3.5
3.5

I CAN DO IT. I’m available to take on your project and deliver excellent results in the shortest time possible. I guarantee quality, attention to detail, and meeting your expectations. If you’re looking for effective and professional work, let's start now. CONTACT ME!
$19.99 USD in 1 day
3.0
3.0

Hi there, I can create the offline quotation system in Excel in max 48 hours. Please share details on chat. I can start now. Thanks and Regards, Fahad Umer Ghouri.
$15 USD in 2 days
3.1
3.1

With my extensive experience in mobile app development and backend services, I offer a unique skill set that's perfectly suited for this project. Having worked on projects involving complex data processing, system development and database visualization, I have a deep understanding of how to effectively create an Excel-based tool like yours. This includes implementing user roles and permission control as well as integrating search and drop-down features for efficient data entry and retrieval. Furthermore, I am proficient in a variety of programming languages including Java, PHP, and React, allowing me to make your quotation system robust and adaptable. My familiarity with database management (MySQL, PostgreSQL, MongoDB) is a valuable asset for your project’s pricing logic and overall database organization needs. Above all, I am solution-focused and dedicated to producing high-quality work on time. That's why I look forward to bringing my eight years’ worth of experience to bear as we distill your demands into an efficient Excel tool that allows easy operation for sales users while maintaining optimal admin control. Contact me today so we can get started on turning your ideas into a reliable, production-ready application!
$10 USD in 1 day
2.2
2.2

Hi there! You are building a full Excel-based quotation system with strict role control and the real challenge is correctly implementing layered pricing logic while keeping admin-only tables fully protected and user workflows simple and error-free. I recently developed a similar Excel quotation tool for a construction supplier where I implemented multi-table pricing logic, dependent dropdowns, and secure admin/user access control, ensuring sales teams could generate quotes without ever touching pricing formulas. I will design your Excel system with protected admin pricing tables, a clean customer database, dynamic quotation builder with dependent selections, full m²-based pricing logic, installation and delivery rules, VAT calculation, and a structured print-ready layout for PDF export. Check our work: https://www.freelancer.com/u/ayesha86664 Do you want this built purely with formulas and sheet protection, or should I also add VBA automation for faster quotation generation and better validation controls? I am ready to start — just say the word. Best Regards, Ayesha
$14 USD in 4 days
1.2
1.2

Hi, I can build this Excel quotation system exactly as an **offline, admin-controlled workbook** with protected pricing logic, user-restricted entry flow, dependent dropdowns, automatic calculations, quotation numbering, installation/delivery/VAT handling, and a clean print/PDF-ready layout. What stood out to me is that your logic is already very clear, which is good — this is not a generic Excel task, it’s a **small controlled quoting system** with roles, locked formulas, linked pricing tables, customer database behavior, and project-level cost rules. I can structure it so sales users only work where they should, while admin keeps full control over pricing and protected areas. I can handle: * Admin/User access control with sheet protection * pricing tables and dependent dropdowns * customer database + autofill * line-item m² and pricing logic * installation / delivery / VAT automation * quotation layout ready for manual PDF export * edit protection for saved quotations Since your budget is fixed and the scope is detailed, I’d build it in the cleanest practical way using **Excel formulas + data validation + light VBA only where truly needed**. If you send me your preferred quotation layout or branding text, I can start immediately. Best regards. Ankit.
$30 USD in 1 day
0.0
0.0

Hi, You need an offline Excel quotation system with protected pricing tables, automated calculations, and a clean structure that allows users to create quotations easily while keeping full admin control. I can build this using Excel formulas, dropdown selections, and sheet protection so pricing logic remains secure and calculations (m², installation, delivery, VAT) work automatically. The quotation layout will be structured for easy PDF export. This is a structured task for me and I can deliver a clear, user-friendly file within your budget. Ready to start.
$15 USD in 1 day
0.0
0.0

As an experienced Sales Operations professional with a keen aptitude for Excel data processing and analysis, I am confident I can meet every aspect of your complex quotation system project. Having worked in an international company, I've built up a comprehensive understanding of nuanced pricing structures, which will be invaluable in developing your admin-controlled pricing tables within Excel. Additionally, my intimate knowledge of Excel's sheet protection and password locking features means your system will not only be user-friendly but also highly secure with differentiated access for users and admins. Furthermore, my expertise in designing clean and professional layouts will ensure that your PDF exports are always on-brand. Most importantly, I understand the absolute necessity for accuracy within quotation systems. That's why I take great pride in my meticulous approach to data entry and analysis. From applying conditional pricing based on design and material selection, to incorporating delivery rates depending on distance traveled, I will guarantee that every formula and logic within the system is error-free
$23 USD in 7 days
0.0
0.0

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