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We have a price list that we update monthly. We would like a excel spreadsheet where we can build quotes for customers based on their variables and then this generates a quote which we can save as a PDF.
The following information would be entered into the spreadsheet to generate a quote:
- Sales person name
- Customer name
- Customer address
- Customer post code (variable to affect the price)
- Customer house (variable to affect the price)
- Customer roof type (variable to affect the price)
- Distance from installer (variable to affect the price)
We then select a pre-populated product from the price list, and the spreadsheet produces a custom price for the specifics of the customer. There are add ons that can be selected to increase the price, there is also a discount available i.e. we can enter in an amount to reduce the price from the price list
We will supply a template for the PDF (the design) which the spreadsheet must comply with.
Attached is a screenshot of a similar quote builder.
Winning bidder will receive a detailed specification.