
Lukket
Slået op
Betales ved levering
We’re looking for someone highly skilled in Excel to help our company build a small suite of sales documents. All of the below, we have the contractual wording already, we just need the dashboard built and the automation of input of informaiton Document 1 – Services Contract (Excel → PDF): A services contract template where the sales team enters client details on a “Home” tab, and the information automatically populates throughout the contract. The final output should export/print to PDF in a clean, visually appealing format. Document 2 – Short-Form Contract (Excel → PDF): A simplified version of Document 1 for smaller engagements. Client details are entered once on a main tab and auto-populate the short-form agreement, which can then be exported/printed to PDF. Document 3 – Sales/Discovery Toolkit (Excel workbook): A larger workbook with multiple tabs and selectable options based on the type of client meeting. It will include: Discovery tab: enter client details live during the meeting (guided prompts). Objections tab: quick-reference responses and talking points to address common objections. Closing tab: a structured sales script with fields to capture key information and quick access to relevant objections/answers.
Projekt-ID: 40272638
42 forslag
Projekt på afstand
Aktiv 10 dage siden
Fastsæt dit budget og din tidsramme
Bliv betalt for dit arbejde
Oprids dit forslag
Det er gratis at skrive sig op og byde på jobs
42 freelancere byder i gennemsnit ₹1.448 INR på dette job

Having extensive experience in Excel and PDF, I'm confident that my expertise makes me the best fit for your project needs. By using Excel's advanced functionalities and VBA programming, I can create the automated documents you're looking for, where client data is entered once on the main tab and it automatically populates throughout the contract, creating a visually appealing result precise to your needs. Additionally, utilizing my skills in PDF conversion and design, I'll ensure that these contracts convert impeccably into PDFs without compromising any format. Furthermore, with my mastery in creating Excel workbooks, I'm excited to take up the challenge of building a comprehensive Sales/Discovery Toolkit for your team. My guided prompts, built within the Discovery tab will help streamline client meetings and ensure all necessary information is captured in one place. The objections tab will provide ready-made responses to common queries speeding up the sales process while maintaining quality communication. Finally, the closing tab will contain a structured script with quick access to all relevant objections/answers that your team can use to close deals confidently. As a professional dedicated to excellence and promptness, I assure you not only of the quality output within deadline but also indefinite support even after our job is complete. With Naresh on board, expect no less than a 5-star experience throughout this project!
₹5.000 INR på 1 dag
3,9
3,9

Hi, I can build your Excel-based sales document suite with clean automation and professional PDF outputs. I specialize in advanced Excel solutions, including dynamic form inputs, cross-sheet data population, structured dashboards, and one-click PDF export. Based on your requirements, here’s how I will approach your project: Document 1 – Services Contract Single “Home” input tab for sales team Automated population across the full contract Clean print layout optimized for PDF One-click export to PDF Error-proof data validation to reduce input mistakes Document 2 – Short-Form Contract Streamlined input structure Auto-fill agreement fields Matching professional PDF formatting Built for quick turnaround during smaller deals Document 3 – Sales and Discovery Toolkit Guided Discovery tab for live client capture Objections library with fast lookup Structured Closing script with smart navigation User-friendly tab flow for sales teamsScalable design for future additions What you’ll get 1. Fully automated, easy-to-use workbooks 2. Clean, client-ready PDF outputs 3. Protected formulas to prevent accidental edits 4. Fast performance and clear documentation 5. Quick revisions after delivery I can start immediately and deliver a first working version quickly for your review. Best regards, George
₹800 INR på 3 dage
3,4
3,4

Hi, This project aligns perfectly with my expertise in advanced Excel and VBA automation. I understand you already have the contractual wording finalized and need a structured, automated system that minimizes manual input and generates professional PDF outputs. For Document 1 (Services Contract), I will design a clean “Home” dashboard where your sales team enters client details once. Using structured references and VBA, the data will auto-populate throughout the contract and generate a polished, print-ready PDF with one click. For Document 2 (Short-Form Contract), I will create a streamlined version using the same logic—fast input, automatic population, and clean PDF export for smaller engagements. For Document 3 (Sales/Discovery Toolkit), I’ll build a well-organized workbook with guided prompts, dropdown selections, objection handling references, and a structured closing script. The system will be intuitive, visually clean, and easy for sales reps to use during live meetings. You can expect: • Clean, maintainable VBA code • Professional formatting • One-click PDF automation • Protected structure to prevent errors • Scalable design for future expansion I focus on building systems that feel structured, efficient, and professional—not just spreadsheets. I’m ready to begin immediately and deliver a reliable solution tailored to your workflow. Looking forward to working together.
₹650 INR på 1 dag
0,4
0,4

Hello! My name is Nadia, and I am an expert in data entry with 4 years of experience. I will try to meet your requirements. I am also an expert in MS Word, MS Excel, and data analysis. I am interested in your project. Feel free to contact me Please assign me this job
₹1.050 INR på 7 dage
0,0
0,0

You’re looking to create a suite of sales documents in Excel that automate client data entry and generate clean, exportable PDFs for both detailed and short-form contracts, along with a comprehensive sales/discovery toolkit with multiple interactive tabs. I understand you already have the contractual wording and need help building the dashboard and automation features to streamline your sales process. With over 15 years of experience completing 200+ projects, I specialize in Excel VBA, automation, and data management, which are essential for your requirements. My expertise includes designing user-friendly dashboards and automating workflows to ensure seamless data flow and professional output formats. I will develop the three Excel workbooks with VBA-driven forms to capture client details once, then automatically populate all contract sections and sales toolkit tabs. The export to PDF will be designed for clarity and visual appeal. I estimate completing the suite within a week, allowing time for your feedback and adjustments. Let’s discuss how I can tailor this solution to fit your sales team’s workflow perfectly.
₹660 INR på 7 dage
0,0
0,0

Hello, I can build your Excel sales documents with auto-filled contracts and one-click PDF export. Clean dashboard, full automation, and professional layout guaranteed. Ready to start immediately. Akash
₹600 INR på 1 dag
0,0
0,0

I have 8 years of experience in design. I have designed all kinds of designs, Brand logos, banner designs, clothing logos, bag logos, and Data Entry.
₹1.050 INR på 7 dage
0,0
0,0

Spécialisé en traitement de données sur Excel. Travail précis, rapide et structuré avec respect des délais.
₹1.050 INR på 7 dage
0,0
0,0

I am a dedicated Data Analyst and Full Stack Developer with expertise in Machine Learning, Deep Learning, and Web Development. I specialize in building data-driven solutions, predictive models, and interactive web applications. My approach combines analytical thinking with hands-on implementation to deliver efficient, high-quality results for clients.
₹1.050 INR på 7 dage
0,0
0,0

I have strong experience in advanced Excel development, including dynamic templates, automated data population across multiple sheets, dashboard design, and clean PDF-ready layouts. Based on your requirements, I will design a structured and user-friendly system that allows your sales team to enter information once and have it automatically reflected throughout all documents. Thank you
₹600 INR på 1 dag
0,0
0,0

I have strong skills in Microsoft Excel, including accurate data entry, data organization, and data analysis. I am proficient in using formulas and functions such as IF, VLOOKUP, and SUMIF, creating Pivot Tables, and preparing clear and detailed reports. I can manage large datasets efficiently, format spreadsheets professionally, and create charts for better data visualization. I am detail-oriented, organized, and able to meet deadlines while working remotely.
₹1.050 INR på 7 dage
0,0
0,0

Let me give a testing project for 1 week with FOC will consider my work in future you will give more responsible project to me
₹15.000 INR på 15 dage
0,0
0,0

Hello Sir, I am a skilled Excel expert with experience in automation and document formatting. I can create a professional Excel system where client details are entered once and automatically populate the full contract. I will design clean, well-formatted templates and ensure smooth PDF export. I can deliver: • Automated Services Contract (Excel to PDF) • Short Form Contract • Sales/Discovery Toolkit with organized tabs • User-friendly layout with formulas and automation My work will be accurate, professional, and delivered on time. I am ready to start immediately. Looking forward to working with you. Thank you.
₹1.050 INR på 7 dage
0,0
0,0

well, My proposal aims to deliver an efficient and practical solution to the given problem. It focuses on innovation, reliability, and user-friendly implementation. The plan outlines clear objectives, methodology, and expected outcomes. With proper execution, this proposal will provide measurable and sustainable results
₹1.050 INR på 7 dage
0,0
0,0

I would like to apply for your Data Entry project. I have good experience in data entry work, MS Excel, MS Word, Google Sheets, copy-paste work, PDF to Excel/Word conversion, and web research.
₹1.050 INR på 7 dage
0,0
0,0

Hi there, I am an experienced professional with a strong background in Billing and Payment operations. I specialize in building automated Excel workbooks that simplify complex data entry and documentation processes. I have the necessary skills to create your suite of sales documents with high precision and professional formatting. How I will deliver your 3 Documents: Document 1 & 2 (Automated Contracts): I will design a "Master Entry" tab where your team enters details once. Using formulas (VLOOKUP/XLOOKUP) and basic VBA, I will ensure the data populates perfectly into the PDF-ready contract templates. Document 3 (Sales Toolkit): I will build an interactive workbook with dropdown menus and easy navigation. The Discovery, Objections, and Closing tabs will be structured to guide your sales team live during meetings. PDF Export: I will set up one-click PDF export buttons to ensure the final contracts are clean, visually appealing, and ready to send to clients. I am available to start immediately on a sample tab to demonstrate my skills. Looking forward to helping your sales team become more efficient! Best regards, Lisha Dash
₹1.050 INR på 4 dage
0,0
0,0

Hi ? I can build your Excel-based sales document suite with clean automation and professional PDF output. ✔ Client details entered once → auto-populate across contracts ✔ Services Contract & Short-Form Contract ready for one-click PDF export ✔ Structured Sales/Discovery Toolkit with guided prompts, objections tab, and closing script ✔ Clean layout, protected formulas, easy for sales team to use I’m Excel Masterclass certified and experienced in building automated, well-structured workbooks with strong attention to detail. Happy to discuss timeline and complexity level. Ready to start when you are ? Best regards,
₹600 INR på 1 dag
0,0
0,0

I can build your Excel sales document suite with automated data entry and clean Excel-to-PDF output. Client details will be entered once on a main tab and auto-populate throughout the contracts. I’ll ensure the final documents are professionally formatted and print-ready. The Sales/Discovery Toolkit will be structured, user-friendly, and optimized for live meetings with guided prompts and quick-reference sections. Experienced with Excel automation and VBA. Ready to start immediately.
₹1.050 INR på 7 dage
0,0
0,0

"I am a passionate, self-motivated professional dedicated to delivering high-quality results. I am highly work-oriented and focus on extreme accuracy and detail in every task I perform.
₹1.050 INR på 7 dage
0,0
0,0

Hi, I can help you build a clean, automated Excel-based sales document suite with structured input sheets and dynamic dashboards. Since you already have the contractual wording, I will focus on designing a well-organized workbook with protected formulas, automated calculations, and a professional dashboard for quick insights. My approach: Structured and easy data entry sheets Automated calculations and error handling Clear, interactive dashboard (charts, KPIs, summaries) Clean formatting and formula protection Fully tested before delivery I prioritize clarity, accuracy, and maintainable design so your team can easily update and scale the documents in the future. Delivery timeline: 3 days Final output: Production-ready .xlsx file Looking forward to discussing the details.
₹650 INR på 3 dage
0,0
0,0

Ahmedabad, India
Medlem siden feb. 1, 2026
₹12500-37500 INR
$10-30 USD
₹1500-12500 INR
₹750-1250 INR / time
₹100-400 INR / time
$10-20 USD
₹1500-12500 INR
$30-250 USD
$30-250 AUD
$10-60 USD
$2-8 USD / time
$250-750 USD
$15-25 USD / time
₹750-1250 INR / time
$30-250 USD
$20-30 SGD / time
₹1500-12500 INR
$30-250 USD
₹1500-12500 INR
$10-30 USD