Excel Proposal Workbook - Formatting

Project Summary We are looking to have a proposal generator done in Microsoft Excel. The end result should be ONE MS Excel file with multiple worksheets. Our intent is to be able to both print each individual worksheet AND export the sheets to Adobe PDF. In general your task will be to create an input worksheet in Excel that allows us to put in our client's data. Then you will take our MS Word documents and convert them into Excel sheets within that same workbook. The data from the input page will merge onto the other sheets. This will allow us to print and export to pdf customized letters, proposal sheets, and applications. You will be responsible for formatting the excel sheets to look similar in appearance to the way they do in MS Word. They do not have to look exactly the same, but the content must be exact and they should look very similar and when printed they should maintain a neat and professional appearance that is close to what is on the Word docs. ## Deliverables Detailed Summary of Each Document (Each Sheet within the Excel Workbook) 1. Data Input Sheet We will not be printing or exporting this sheet, so you do not have to format for appearance. This is the initial sheet we will use internally to input the client's data. It should make sense for us to look at and the fields should be listed in logical order. We will add a the pricing mechanism ourselves, so you only need to worry about the client input fields. One field per line. You should use the Equipment Lease Application Word document to get the data fields we will need on this worksheet. There needs to be three extra fields we will need to add. One is a field for First Name to merge onto the letter. The second is: "Approval Ammount" (in dollars) that we will use to merge into the Approval Letter. The third is "Approval Deadline" that will also be merged into the Approval letter. 2. Proposal Letter Sheet - with "letterhead" Use the Standard Proposal Cover Letter word Document. The general appearance of this letter should be kept on the excel worksheet. Merge the approapreate fields into this sheet from the input sheet. An additional task you will need to do is create a header and footer for this worksheet that matches somewhat closely to our letterhead. I have included a scanned copy of the letterhead to give you an idea of what this looks like. I have also included the original design files for the logo and letterhead so you have that as well. The requirement for this sheet is that it looks nice when printed out and has a good appearance when exported to pdf and that the proper fields are merged from the input sheet. You should take care to make sure the margins and centering are proper. 3. Proposal Letter Sheet - without "letterhead" This is the same as #2 above, just do it without the re-created logo/letterhead on the sheet. This is for when we want to print the letter on our actual printed letterhead in the office. 4. Proposal Sheet Use the Standard Proposal Word document. Again, the general purpose of this task is to re-create the word document on an excel sheet and include the merged fields. This document was created as a layout guide for you to work off of. Please improve formatting, specifically the two content boxes near the bottom of the page. Make sure everything is centered/formatted correctly and looks professional. Again, document should look good when printed and exported to PDF 5. Equipment Lease Application Sheet I need you to take the Equipment Lease Application Word doc and re-create it on an Excel sheet. This is going to be printed, so it needs to look professional. You need to include ALL of the fields on the word doc. The layout and formatting can be different, that is fine, but ALL of the fields have to be on this sheet. Pay attention to margins/centering/etc. so that it does print nicely. All of the fields should be merged with the data from sheet #1 above (data input sheet) 6. Acceptance Letter Sheet - with "letterhead" This is simlar to #2 above. Simply re-create the Acceptance Letter Word Doc on an Excel Sheet. Merge the appropriate fields and create the header and footer to match the our letterhead. 7. Acceptance Letter Sheet - without "letterhead" Similar to #3 above. This sheet is the same as number 5, but without the "letterhead" on the Excel Sheets Please let me know if you have any questions or need clarification. Your bid should include needed revisions to improve appearance if needed. Here is a list of documents I am including in the zip file: 1. ms word credit application 2. ms word standard proposal 3. ms word standard proposal letter 4. ms word acceptance letter 5. Logo/letterhead graphic Files 6. Scan of letterhead in pdf to give you an idea of what it looks like. 1) Complete and fully-functional working program(s) in executable form as well as complete source code of all work done. 2) Deliverables must be in ready-to-run condition, as follows (depending on the nature of the deliverables): a) For web sites or other server-side deliverables intended to only ever exist in one place in the Buyer's environment--Deliverables must be installed by the Seller in ready-to-run condition in the Buyer's environment. b) For all others including desktop software or software the buyer intends to distribute: A software installation package that will install the software in ready-to-run condition on the platform(s) specified in this bid request. 3) All deliverables will be considered "work made for hire" under U.S. Copyright law. Buyer will receive exclusive and complete copyrights to all work purchased. (No GPL, GNU, 3rd party components, etc. unless all copyright ramifications are explained AND AGREED TO by the buyer on the site per the coder's Seller Legal Agreement). ## Platform MS Office, MS Excel MS Excel 2003 only - NOT 2007