Invoicing and quoting Software

I need a simple software solution to do the following

Sending quotes and invoices to customers is a repetitive and cumbersome task. I want a program which will generate and send quotes or invoices with a few inputs from the user. When an invoice is sent a very simple job card must also be generated and sent to an internal company email address.

The user must specify to the program which of the products (in a MS Excel file) and how many must be included in the quote. It must be sent to either a customer (in another MS Excel file) or give the option to enter a new customer. When the quote is accepted by the customer the user must be able to generate an invoice and send it.

Here are specs of the various components

1. Product List

a. MS Excel file

b. Will change regularly

c. Fields: Product ID, Name, Type, Price

2. Customer List

a. MS Excel file

b. Will change regularly

c. Fields: Customer ID, Name, Surname, Contact Number, email address, physical address, delivery address

3. Emailer

a. Must get email address in the Customer List , if not possible must enter a new customer into the list

b. If a quote is large it must first be authorised by the user

c. Must attach the pdfs(quote or invoice) generated by the program to the email

d. Send a copy to the user (use the cc)

4. Document Generator

a. Must generate pdf documents

b. The user must be able to make changes to the document layout, like moving the logo or company details to a different place on the page.

c. The user must also be able to change the formatting on the page

d. Must keep a log of all the documents generated

e. User must have an interface from which can be specified the products, quantities, type of document to be generated, customer etc

5. Quotation Document

a. Must have a quote number

b. Must include logo and company details

c. Must have a neat list of all the selected products and their prices

d. Must have a total add 14% Value added tax

e. Must include the details of the customer

6. Invoice Document

a. Must have an invoice number

b. Must include logo and company details

c. Must have a neat list of all the selected products and their prices

d. Must have a total add 14% Value added tax

e. Must have a delivery address

f. Must include the details of the customer

7. Job Card

a. Simple email sent to the user

b. Must include all the details of the product, customer, quantities and delivery address

This is the basic specification of the program, will be discussed in more detail when worker is selected.

Skills: Excel, Software Architecture

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About the Employer:
( 0 reviews ) Pretoria, South Africa

Project ID: #4497970

8 freelancers are bidding on average R5300 for this job


Hello, Excel VBA expert here. Please check PM for details. Thanks!

R5833 ZAR in 20 days
(60 Reviews)

Hi, I am interested to work for your project . I am an expert in excel and VBA Programming in Excel. I have experience working on lot of Excel based projects. I will make sure that I deliver you the best with 100% More

R2777 ZAR in 5 days
(40 Reviews)

Hello Sir. I have a better idea. I can make you a PDF document that can do all the functions that you want. It can be used for invoicing and for making quotes as well. It can be sent to your email address More

R2373 ZAR in 3 days
(16 Reviews)

Hi Mr. LourensMS. Thank you for your time to read my proposal. I can create an application that will do what you want. Your requirements are very details and in that in hand I don't have any doubts so far. Please see p More

R5000 ZAR in 3 days
(4 Reviews)

VBA developer (with a heavy Insto trading and finance background with major banks and fund managers). I build professional solutions. Period. My pedigree in your PM. SteveP.

R10309 ZAR in 25 days
(2 Reviews)

Hi Please check your message box. Thanks

R4444 ZAR in 30 days
(1 Review)

Hi, I can do this complete project in Excel only, using macros for emailing quotes and invoices. User can enter the values and the document will be customized as per the same (filling data into a standard template). It More

R5000 ZAR in 4 days
(0 Reviews)

Computer engineer and software developer working on C#.NET 2012. can handle this job step by step with milestones.

R6666 ZAR in 30 days
(0 Reviews)