i need to create a excel spread sheet that can cost,quote, invoice,monitor emails
Thanh toán khi bàn giao
I am looking for a skilled freelancer who can create an Excel spreadsheet for me. The project involves the following requirements:
- Costing, quoting, invoicing, and email monitoring capabilities
( i have attached what i am currently using as example)
first i need to cost the job (mezzanine floors) its a separate costing sheet
i would also want those costing sheets to be transfered to a purchase order sheet(separated by different suppliers)
i would then like certain info and numbers to go over to a quoting sheet that will input the numbers. which also has drop down menus for certain products.
on the same quote i require it to show photos, and some company terms and conditins (which we have but we are using on word Doc)
after the quote i would like it to be able to send that to an invoiceing sheet which i can send directly to the client.
i would also like to have a register for quotes, to see the status of that particular job and when i need to follow up
and invoices to see have they paid?
when is next payment due , etc.
- Although I do not have a specific layout in mind, I have some ideas that I would like to discuss and incorporate into the spreadsheet
Formulas and Functions:
- I am open to suggestions regarding specific formulas and functions to include in the spreadsheet
Ideal Skills and Experience:
- Proficiency in Excel and experience in creating comprehensive spreadsheets
- Strong understanding of costing, quoting, and invoicing processes
- Familiarity with email monitoring and integration
If you are confident in your Excel skills and have experience in creating similar spreadsheets, please submit a proposal. I look forward to discussing the project further with the selected freelancer.
ID dự án: #37227130