Create a new quotation system for a construction company

  • Статус: Closed
  • Награды: £100
  • Полученные заявки: 2
  • Победитель: magdy87

Краткое описание конкурса

We are a construction company and currently have an excel based quoting system. We have a master spreadsheet which contains rates for a wide range of products/services that we offer. To create a quote, we input the quantities into the ‘Qty / m²’ column and the formulas work out the costs. We can also adjust the margin easily. This system works very well for costing projects but requires a lot of word processing/adjustment to remove any items that are not necessary to the specific project (i.e. do not have a quantity next to them) take the relevant data out and put it into a PowerPoint presentation.

We are looking to simplify this system so that we can create quotes much more easily and quicker.
In short, we are looking for a system whereby we can input the specific quantities for a project and any items that do not have a quantity next to them, automatically are removed from the process. The output required is a spreadsheet or easily editable document that can then be put into a PowerPoint.

Attached:
• Master costing spreadsheet (Project Costing Sheet - June [login to view URL])
• A copy of the master spreadsheet with quantities inputted for a specific project (PCS Tech Hub 2 [login to view URL])
• A PDF copy of the quotation taken from the master spreadsheet and adjusted - how we do it currently which is time consuming and inefficient (7658 Hermes Parcelnet Ltd (Tech Hub 2.0).pdf)
• A spreadsheet example of another form of quotation which is much simpler. We would be happy if our output looked like this (Oak North [login to view URL]) Please note that we would not want the individual rates showing

For clarity, the output does not have to be an excel spreadsheet. But the quotes must be edited easily and we must be able to add this into a PowerPoint presentation (landscape)

Note: items 1.2 and 1.4 are calculated as a % of the project total. Also, the furniture shown is a separate task. It is the construction elements that needed to be focused on. However, if the same system can be used for furniture, that would be a bonus.

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Отзыв работодателя

“Magdy is one of the most professional freelancers I have worked with. Very good communication and very talented. I will be working with him again. Thank you.”

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Панель общих вопросов

  • prabu2439
    prabu2439
    • 3 недель назад

    congrats for the winner....But in my system you don't need to do any reapply filters...It will automatically filter based on quantity

    • 3 недель назад
    1. magdy87
      magdy87
      • 3 недель назад

      many thanks , but it will have all the data and you will redefine the print area in each sheet for each time you make new quotation to avoid printing zero qty rows, I think that reapply the filter is much easier.

      • 3 недель назад
  • hadfa
    hadfa
    • 3 недель назад

    please extend #extended

    • 3 недель назад
  • VinodChoudhary1
    VinodChoudhary1
    • 3 недель назад

    Working. Please wait till time.

    • 3 недель назад
  • syahmed65
    syahmed65
    • 3 недель назад

    Please Extend, need 2days still.

    • 3 недель назад
  • abdulrazakZakieh
    abdulrazakZakieh
    • 4 недель назад

    Hi, Would you please extend the time?
    Do you mind a Desktop Program works on Windows to do the job?

    • 4 недель назад
    1. GJDOffice
      Организатор конкурса
      • 4 недель назад

      ok. how long do you need?

      • 4 недель назад
    2. abdulrazakZakieh
      abdulrazakZakieh
      • 3 недель назад

      About 7 days to complete it and give you a full working version!

      • 3 недель назад
  • GJDOffice
    Организатор конкурса
    • 4 недель назад

    Hi all, I'm wondering if WorkflowMax or Pandadoc would be a better system?

    • 4 недель назад
    1. prabu2439
      prabu2439
      • 4 недель назад

      Hi, I completed your exact requirement. Please Check entry 8. No other software's required for this.

      • 4 недель назад
  • kanshowen
    kanshowen
    • 4 недель назад

    Hi, Please Refer Enter #12

    • 4 недель назад
  • prabu2439
    prabu2439
    • 4 недель назад

    Hi Sir, Please check Entry 8....

    • 4 недель назад
  • prabu2439
    prabu2439
    • 4 недель назад

    Dear Contest Holder, I understand your requirement and Working on it.

    • 4 недель назад
    1. GJDOffice
      Организатор конкурса
      • 4 недель назад

      Thank you!

      • 4 недель назад
  • GJDOffice
    Организатор конкурса
    • 4 недель назад

    Hi all. For clarity, the output doesn't necessarily need to be excel - it just needs to be able to be put into a PowerPoint presentation (landscape)

    • 4 недель назад
  • syahmed65
    syahmed65
    • 4 недель назад

    Hi, it will be helpful if you can provide the remaining attachments inorder for better output.

    • 4 недель назад
    1. GJDOffice
      Организатор конкурса
      • 4 недель назад

      Uploaded now

      • 4 недель назад
  • magdy87
    magdy87
    • 4 недель назад

    Sir, please add the remaining attachments so I can start working on it.

    • 4 недель назад
    1. GJDOffice
      Организатор конкурса
      • 4 недель назад

      Uploaded now

      • 4 недель назад
  • ranadeep1
    ranadeep1
    • 4 недель назад

    Please upload the required files some are missing..

    • 4 недель назад
    1. GJDOffice
      Организатор конкурса
      • 4 недель назад

      These are all uploaded now - thank you!

      • 4 недель назад
  • imfarrukh47
    imfarrukh47
    • 4 недель назад

    Dear contest holder. would it be ok if i create this system in excel with automation with vba

    • 4 недель назад
    1. GJDOffice
      Организатор конкурса
      • 4 недель назад

      I'm not sure what that is but feel free to try!

      • 4 недель назад
  • GJDOffice
    Организатор конкурса
    • 4 недель назад

    Sorry all, all the files are now attached.

    • 4 недель назад
  • GJDOffice
    Организатор конкурса
    • 4 недель назад

    Sorry guys, I'm not sure why they didn't upload. will get ok it now.

    • 4 недель назад
    1. magdy87
      magdy87
      • 4 недель назад

      sir, it is still the same, please double-check. I will submit today but will need the sample quotations so I can imagine which notes and sections to be included to modify it to your needs.

      • 4 недель назад

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