Excel File to Build Proposals

  • Status: Closed
  • Prize: $30
  • Entries Received: 10
  • Winner: wtreymacyucy

Contest Brief

I need an excel file to be used to build sale proposals as follows:
- first sheet: is the result proposal contains
First Line : in the top middle the logo of the our company, on the right the name of the company and in the left the date of today.
Second line: "Customer Name:" and The Name of customer
Third line: "Project Name: and project title
Fourth line: "Responsible Person" and the responsible name
Fifth line: "Comments: " and comments

Then followed by number of sections each...

I need an excel file to be used to build sale proposals as follows:
- first sheet: is the result proposal contains
First Line : in the top middle the logo of the our company, on the right the name of the company and in the left the date of today.
Second line: "Customer Name:" and The Name of customer
Third line: "Project Name: and project title
Fourth line: "Responsible Person" and the responsible name
Fifth line: "Comments: " and comments

Then followed by number of sections each section gets its information from remaining sheets (i.e. Section 1 gets information from sheet 2, Section 2 gets information from sheet 3, and so on
The section format will be:
First line of section is the name of the section taken from the name of the sheet
Second line of the section is Column titles: Seq. num. , Item code, Description, quantity, U Price, Total Price.
Third, fourth, fifth ... lines of the section are rows of the table contains the values which taken from the correspondence sheet except the total price which is calculated as unit price by quantity.
The last line contains the word: "Total" and the sum of total prices of items.

After Sections, a single line contains the "Whole Total:" and the sum of the totals for each section (in numbers and pronounced in letters).
In each remaining sheets:
first line of the section is Column titles : Seq. num. , Item code, Description, quantity, buy U Price, profit percentage, U price (which is buy u Price multiply by profit percentage)
Third, fourth, fifth ... are lines of the table which contains cells entered by the user to define the items, quantity and price.

Notes:
- number of sections depends on number non empty sheets after the first
- Number of lines of the section (items) are varying according to number of lines (item rows) in each remaining sheet.
-

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Public Clarification Board

  • wtreymacyucy
    wtreymacyucy
    • 2 years ago

    I have also added a "Create PDF" button which allows the end user to generate a pdf file with the business proposal, and a second button which allows to modify the Company name.

    • 2 years ago
  • wtreymacyucy
    wtreymacyucy
    • 2 years ago

    Hello. I am currently placed first in your contest. I have improved my design by adding two buttons in the sheet named DATA so the end user can easily add new sheets and delete sheets that are no longer necessary. Also in sheet 1 named SALES PROPOSAL there are more buttons: Button 1 - generate proposal, button 2 - clear proposal which allows the end user to delete everything and proceed to generate a new invoice, button 3 - print. Ready to send the finished product to you.

    • 2 years ago
  • arpa1967
    arpa1967
    • 2 years ago

    buenos días desde Colombia. Por favor envíe una imagen de muestra del proceso que describe. se puede hacer lo que usted desea en su hoja de calculo. Yo le puedo indicar nuevas sugerencias para que no solo se haga lo que usted pide sino que tenga un mayor valor agregado en cuanto a la funcionalidad. Saludos

    good morning from Colombia. Please send a sample image of the process it describes. You can do what you want in your spreadsheet. I can tell I new suggestions to not only do what you ask but have greater added value in terms of functionality. regards

    • 2 years ago
  • ExcelGuide
    ExcelGuide
    • 2 years ago

    insert sample sheet ???

    • 2 years ago
  • EPP2014
    EPP2014
    • 2 years ago

    Good evening, where are the informations that goes on the cover sheet? eg your company name, logo and client's name. Thank you

    • 2 years ago
    1. GMXPE
      GMXPE
      Contest Holder
      • 2 years ago

      Put temp information

      • 2 years ago

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