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Development of Power Apps & Dataverse System for BMS Quoting & Estimation Tool Project Overview: We are looking for an experienced Microsoft Power Platform developer to convert a complex Excel-based BMS (Building Management System) estimation spreadsheet into a secure, user-friendly, and robust Power Apps application with a Dataverse database backend. Key Requirements & Modules: 1. Dataverse Database Architecture: Relational tables for Schedule of Rates (SOR), Quotes, Quote Line Items, Labor & Material Costs, and Payment Applications/Claims. Structured data models and relational links between client profiles, projects, and quotes. Clear structure in the Dataverse for mapping I/O points, controllers, peripherals, and engineering/programming services. 2. Power Apps User Interface: Clean, intuitive step-by-step navigation wizard (Client Details → SOR Selection → Labor/Material Calculations → Summary & Margins). Visual color-coding (distinct input fields vs. locked/calculated display cards). Input validations, dropdown pickers for SOR items, and server-side calculated fields to completely prevent spreadsheet/calculation errors. Selectable checklist for standard exclusions and contract terms. Automation of cost calculations, margins, BDI, and labor hours. 3. Automated Workflows (Power Automate): One-click PDF generation for client quotes and formal payment claims with professional formatting. Detailed itemized Excel (.xlsx) export for technical auditing. Exportation of formatted commercial proposals in PDF via Power Automate. 4. Version Control: System to track the revision history of quotes within the platform. Deliverables: Fully functional Power Apps application connected to Dataverse. Configured Power Automate flows for PDF generation and Excel export. Admin documentation and testing/handover session. Ideal Candidate: Proven experience with Microsoft Power Platform (Power Apps, Dataverse, Power Automate). Experience creating business estimation, ERP, or quoting systems.
Project ID: 40602780
132 proposals
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132 freelancers are bidding on average $24 USD/hour for this job

Dear , We carefully studied the description of your project and we can confirm that we understand your needs and are also interested in your project. Our team has the necessary resources to start your project as soon as possible and complete it in a very short time. We are 25 years in this business and our technical specialists have strong experience in Project Management, CSS, C# Programming, Microsoft Access, HTML5, Database Programming, Database Development, Power Automate, Microsoft PowerBI, Workflow Automation and other technologies relevant to your project. Please, review our profile https://www.freelancer.com/u/tangramua where you can find detailed information about our company, our portfolio, and the client's recent reviews. Please contact us via Freelancer Chat to discuss your project in details. Best regards, Sales department Tangram Canada Inc.
$25 USD in 5 days
8.1
8.1

Hi, We can build your BMS quoting and estimation system in Power Apps using Dataverse. We'll turn your Excel sheet into a simple and secure application where you can create quotes, calculate labor and material costs automatically, generate PDF and Excel reports, and keep track of quote revisions. We have experience building Power Apps, Dataverse, and Power Automate solutions for business processes, quoting, and reporting. A quick chat/call would be great to discuss your requirements. Let's get started. Best regards, Adil
$25 USD in 40 days
8.0
8.0

Hi, I'm a senior developer with 20+ years of experience, Top Rated on Freelancer.com with 1,500+ completed projects and a 5-star record, and I've built similar Power Platform systems with Dataverse backends for quoting and estimation tools. I'll start by mapping your SOR, quotes, labor/material costs, and payment claims into properly structured Dataverse tables with the right relationships, then build the Power App interface with a step-by-step wizard that enforces input validations, dropdown pickers, and server-side calculations to eliminate manual errors. Next, I'll configure the Power Automate flows to generate PDF quotes and claims on demand and export detailed itemized Excel files, all while ensuring data integrity and a clean, color-coded user experience. I'll test the system with sample data, validate the workflows, and provide a handover session with documentation. I can start immediately.
$15 USD in 40 days
7.4
7.4

Hi, I understand that turning your complicated Excel sheets into an easy-to-use Power Apps tool with clear workflows and reliable data is your main goal. Sometimes, working with complex estimates can get confusing, especially when calculations are off or when info isn’t well organized. I believe creating smooth navigation that guides users step-by-step and making sure calculations are error-proof will really help your team work faster and avoid mistakes. I plan to build a user-friendly interface that leads through each step, from entering client details to selecting items and reviewing margins. I will set up a solid Dataverse structure that links rates, quotes, and project info so everything stays connected. Additionally, I will automate PDF and Excel file creation for quotes and reports, saving time and making your process more reliable. I also ensure clear communication, high-quality results, quick delivery, and ongoing support to help your business grow without any hassle. Your project reminds me of the Ticketing HIPAA Medical Records system, which also needed tight data connections and clean workflows. Have you thought about how you want updates or changes handled after launch, to keep your system flexible long-term? Let’s talk through a plan and build something that can grow bigger than just what you envision now. Regards, Nick
$15 USD in 3 days
7.6
7.6

Hi there, I will build your BMS quoting and estimation tool in Power Apps with a Dataverse backend: SOR tables, the step by step wizard (Client Details through Summary and Margins), and Power Automate flows for PDF quotes and .xlsx exports. On a similar quoting system, separating SOR line items into their own relational table made margin recalculations instant and eliminated the formula errors the old spreadsheet had. Questions: 1) How many SOR items exist in the current Excel spreadsheet? 2) Do you have an existing Dataverse environment, or will this be a new tenant setup? Share the Excel file and I will map out the full table schema this week. Looking forward to discussing further. Best regards, Kamran
$19 USD in 40 days
7.5
7.5

Hi, I can help you with your project and deliver a high-quality result that meets your requirements. I have experience solving similar problems and focus on clean work, timely delivery, and clear communication. I will carefully review your needs, suggest the best approach, and keep you updated throughout the process. I am ready to start and would love to discuss more details about your project. Best regards
$20 USD in 40 days
7.3
7.3

Hi there, I've read requirements and ready to convert your complex Excel-based BMS estimation spreadsheet into a secure, user-friendly Power Apps application. I will design a robust Dataverse database architecture with relational tables for Schedule of Rates, Quotes, Quote Line Items, Labor & Material Costs, and Payment Applications. The structured data models will ensure seamless relational links between client profiles, projects, and quotes. The Power Apps user interface will feature a clean, intuitive step-by-step navigation wizard, complete with visual color-coding and input validations to prevent errors. I will implement dropdown pickers for SOR items and a selectable checklist for standard exclusions and contract terms. Additionally, I will configure automated workflows using Power Automate for one-click PDF generation and detailed Excel exports for technical auditing. I have extensive experience with Microsoft Power Platform and have successfully created business estimation and quoting systems in the past. Looking forward to your response. Best regards.
$20 USD in 40 days
7.1
7.1

SURELY, I CAN START IMMEDIATELY I have extensive experience building Microsoft Power Platform solutions with Power Apps, Dataverse, and Power Automate for business process automation, quoting systems, and workflow management. I can transform your Excel-based BMS estimator into a secure, scalable application with automated PDF generation, Excel exports, and an intuitive user experience. Thanks!! Parminder
$15 USD in 40 days
7.2
7.2

Hi there, I understand you're looking to transform your existing Excel-based BMS estimation workbook into a secure, scalable Power Apps + Dataverse solution with automated quoting, calculations, version control, and document generation. I'm confident I can deliver a robust application that eliminates spreadsheet errors while streamlining your entire estimating workflow. My approach is to design a normalized Dataverse architecture for clients, projects, SORs, quote line items, labor, materials, and payment claims, then build a guided Power Apps interface with validations, calculated fields, dropdown selections, and role-based access. I'll implement Power Automate flows for one-click PDF quote generation, Excel exports, payment claims, notifications, and revision tracking, ensuring the solution is maintainable, secure, and easy to extend as your business grows. Deliverables include a fully functional Power Apps application, Dataverse database, automated Power Automate workflows, revision history, documentation, testing, and handover training. Could you clarify approximately how many Schedule of Rates (SOR) items, calculation rules, and Excel formulas from the existing workbook need to be migrated into the new Power Apps solution? I'm ready to start immediately. Warm Regards, Aneesa.
$15 USD in 40 days
7.3
7.3

Hello, We are a team of Microsoft-certified Power Platform and Power BI professionals with extensive experience building secure business applications using Power Apps, Dataverse, and Power Automate. Your Excel-based BMS estimation workbook is an ideal candidate for migration to a centralised, scalable solution. We will design a robust Dataverse data model with relational tables for SOR, quotes, line items, labor/material costs, payment claims, clients, and projects. The Power Apps interface will provide a guided workflow with validations, role-based access, automated calculations, colour-coded inputs, revision tracking, and error-free server-side logic. We will also build Power Automate flows for one-click PDF quote/payment claim generation, formatted proposal exports, and detailed Excel reports for auditing. Our team follows Microsoft best practices for security, maintainability, and future scalability, with comprehensive testing, documentation, and handover included. We would be happy to review your existing Excel workbook and discuss the best migration strategy. Best regards,
$16 USD in 40 days
6.5
6.5

Hello I am an expert with 15+ years of experience in the technical world, delivering simple to complex websites, e-commerce platforms, membership systems, and portals. I always ensure clear communication, continued support after delivery, and 100% client satisfaction. I specialize in C# development, creating robust desktop applications, web applications, and enterprise-level solutions. With expertise in .NET framework, API integration, and database-driven applications, I focus on building scalable, secure, and high-performance solutions tailored to your business needs. If you are looking for a dedicated C# expert who delivers quality, innovation, and on-time results, I’d be glad to work on your project.
$15 USD in 40 days
5.9
5.9

Hi, I am a Microsoft Power Platform developer with 8 years of rich experience in software development, with a background in . I am familiar with Power Apps, Dataverse, Power Automate, Microsoft Power BI, C#, HTML5, CSS, database development, database programming, and workflow automation. For this project, I will convert your Excel-based BMS estimation process into a structured Power Apps solution with a relational Dataverse backend, automated quote calculations, PDF/Excel generation, revision tracking, and an intuitive workflow that minimizes manual errors. 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.
$15 USD in 40 days
5.5
5.5

Hi there, We can help translate the Excel-based BMS quoting logic into a structured Power Apps and Dataverse design with clear SOR relationships, controlled calculations, and workflow mapping for PDF and Excel exports. We will also review the revision history requirement and the step-by-step wizard flow so the solution is built around validation and auditability rather than spreadsheet risk. Our initial assumption is that the current workbook contains the core pricing logic and template structure, and we would begin by mapping that into a robust data model and delivery roadmap. Best Regards, 8veer
$550 USD in 20 days
5.6
5.6

I have gone through your specific requirement for converting a complex Excel based BMS estimation spreadsheet into a Power Apps application with a Dataverse backend. I have previously built quoting and estimation platforms on the Power Platform, including relational Dataverse models for rate schedules, quote headers and line items, canvas apps with wizard style screens, delegation safe queries, calculated and rollup columns for margins and labour hours, and Power Automate flows using Word templates that produced professional client PDFs along with itemised Excel exports for auditing.
$25 USD in 40 days
5.1
5.1

Hi, I understand the challenge is turning a fragile Excel sheet into a reliable quoting system with Dataverse at its core, so users can’t accidentally overwrite formulas or miscalculate margins. I built a similar quoting tool for a construction ERP using Power Apps and Dataverse, where we rebuilt the data model to handle nested SOR items and automated the Excel export—turns out the biggest pain was fixing duplicate line items after merges. I’d approach this with a strict step-by-step canvas flow in Power Apps because it forces data consistency, while Power Automate handles the PDF and Excel exports without overloading the app. The Dataverse tables will mirror the SOR hierarchy to keep calculations tight and auditable. I’ll keep changes modular so you can review each screen or flow separately before moving forward. The goal is a system that scales with your SOR updates and reduces quote errors by locking calculated fields server-side. If this matches your needs, I can start right now. Thanks, Denis
$15 USD in 40 days
4.8
4.8

Hi. To convert your Excel BMS estimator into Power Apps, I’d build a Dataverse-first solution with clean relational tables for SOR, quotes, line items, labor, materials, and claims. I’d implement a step-by-step wizard for quote creation, enforce validation at the app and Dataverse layer, and keep all calculations server-side so margins and totals stay consistent. Power Automate would handle PDF quote generation, formal payment claims, and Excel export for audit-ready reporting. The result is a secure quoting flow that removes spreadsheet errors and gives your team faster, repeatable estimation output. As a Senior Power Platform Developer, I have mastered Power Apps, Dataverse, and Power Automate and have strong experience in quoting systems, ERP-style workflows, and business process automation. I am sure I can deliver high-quality results within a practical timeline for this project. Let’s get in touch and discuss more. Thanks.
$18 USD in 20 days
5.0
5.0

Hello, I can help convert your Excel-based BMS estimation spreadsheet into a secure and user-friendly Power Apps application with a Dataverse backend. I will focus on building a clean, intuitive interface with step-by-step navigation and ensure all calculations are accurate using server-side logic. I will also set up Power Automate flows for PDF generation and Excel exports to streamline your quoting and payment claim process. This will help reduce errors, improve workflow automation, and provide a reliable system for your estimation needs. I will confirm the full scope, test thoroughly, and provide admin documentation and a handover session. Can you share the current Excel file and any specific design preferences or existing Dataverse setup? Best regards, Waqas & GoDesign Team
$30 USD in 3 days
5.7
5.7

✋ Hi There!!! ✋ The Goal of the project:- BUILD A SECURE POWER APPS AND DATAVERSE BMS QUOTING AND ESTIMATION SYSTEM WITH AUTOMATED WORKFLOWS. I have carefully read and understood your complete requirements for converting the Excel based BMS estimation tool into a robust Power Platform solution. I am the best fit with 9+ years experience as a full stack developer and strong expertise in Power Apps, Dataverse and Power Automate. 1. Relational Dataverse architecture for SOR, quotes, costs, claims and projects. 2. Step by step Power Apps wizard with validations, calculations, margins and revisions. 3. Power Automate PDF quote, payment claim and Excel export workflows. I have completed similar quoting, estimation and business workflow systems. I will provide UI design, database management, workflow automation, testing, documentation, handover and full source code delivery at project completion. Looking forward to chat with you for make a deal Best Regards Elisha Mariam!
$15 USD in 40 days
4.6
4.6

Hello, I appreciate the opportunity to bid on your project for developing a Power Apps and Dataverse system for your BMS quoting and estimation tool. I understand the importance of transforming your complex Excel spreadsheet into a secure and user-friendly application that meets your specific requirements. With over five years of experience in the Microsoft Power Platform, I have successfully developed several applications that leverage Power Apps, Dataverse, and Power Automate. My expertise includes creating relational database architectures, automating workflows, and designing intuitive user interfaces that enhance user experience. To ensure the success of your project, I propose the following approach: - Design a structured Dataverse database with relational links for seamless data management. - Develop a clean and intuitive Power Apps UI with step-by-step navigation and input validations to minimize errors. - Implement automated workflows for one-click PDF generation and Excel exports, ensuring professional and consistent outputs. - Establish a version control system to track revisions and maintain data integrity. I am eager to bring your vision to life and am confident in delivering quality results on time. I’m available to discuss any further details or answer any questions you may have. Thank you for considering my bid.
$15 USD in 40 days
4.3
4.3

Hi, I understand you need to transform a complex Excel-based BMS estimation tool into a secure and scalable Power Apps solution with Dataverse, replacing manual calculations with a structured and error-free workflow. I can build the Dataverse architecture, Power Apps interface, and Power Automate workflows with relational data models, quote calculations, validation rules, PDF generation, and Excel exports. The solution will include a clean user experience, protected calculations, admin documentation, and a complete handover session to ensure your team can manage it confidently. Best regards, Muhammad Usman
$20 USD in 40 days
4.1
4.1

São Paulo, Brazil
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