Sales Quotation Management application

I own a Communications distribution company and I am looking for a customer sales quotation application to be written for my customer service personnel for product based sales quotations.

We have 30 different supplier price lists that are provided in exel or pdf format.

At present quotations to customers are provided in MS exel via manual data entry after referencing to the relevant supplier price lists. This process is way too time consuming and too slow for our current requirements.

These price lists we recieve from our suppliers may be:

*a general list price with a % discount to be applied to obtain our cost price.

* a price list with our cost price ( no discount required to obtain our cost price)

* Price lists come in AUS, US and EUR.

I am looking for someone to write an application that allows me to import these price lists into a database and provide customer service staff with the ability to generate quotations of one/several suppliers in one quotation.

The application shall allow:


* Importing of pdf and exel based price lists.

* The ability to apply a 0-50% discount when importing. (where suppliers use a retail list price and offer a % discount)

* The ability to convert from US and EUR to Aus when importing. (a manual entry of exchange rates is fine)

* The ability to add duty and freight where required to provide accurate landed costs.


*The ability to modify the exchange rate at anytime to update our cost price to a particular currency (price list are only issued every 6/12 months, and we need to cater for exchange rate variation in between price lists updates)


* There is no requirement for this to be linked to our financial billing system.


* The ability to select products from the database via : a searchable field on part number or description to build a quotation.

* The ability to apply a preselected/manual list of % markups to generate the customer price on the quotation.

* The ability to apply these markups by line item or by overall quotation.

* The % markups applied shall not be visible in the quotation provided to the customer.

* To have multi user access to the database simultaneously (for up to 6 customer service/sales staff)

* To provide an 5 digit auto numbering system when sales staff select a new quotation.

* The ability to save quotations.



* The ability to produce/generate a quotation to the client in MS exel style spreadsheet with the usual quotation header and company logo, company terms and conditions etc.

* (Optional) The ability to select customer email details from MS Exchange customer contacts for direct email of quotations.

* No web based pricing is required.


The OS system we use is Windows SBS servers, with Windows Vista and Win7 PC's.

Sample price lists will be provided for reference puroposes if required.

Skills: Excel

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About the Employer:
( 0 reviews ) India

Project ID: #9690458

12 freelancers are bidding on average $1045 for this job


Hello, I’m an Excel expert and I would like to help you with your project. Please check my profile and contact me to discuss further details. Regards.

$1000 USD in 5 days
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Hi, Thanks for posting this [login to view URL] check our website: I have read the complete description but have few queries that we can discuss. One of the most important query is the format of th More

$944 USD in 20 days
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Hi, Thanks for posting this [login to view URL] check our website: Can you please send you contact details and we can discuss the project over mail or call? Looking forward to your reply. Thanks More

$777 USD in 20 days
(5 Reviews)

I have the expertise in Excel & scripting in VBA and can do the Sales Quotation Management System, as per specification Ready to start work immediately.

$1000 USD in 15 days
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Hello, Over the past 18 years, I’ve worked in a variety of functions spanning Information Technology, Supply Chain, Finance and Process Optimization with a key point of connectivity being my use of MS Access/Visual More

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$1000 USD in 20 days
(1 Review)

Loud Thinking: Direct Conversion from Pdf to Excel is not error free. Once the data is transferred to Excel in a structured manner, it can be processed further. We can have these finalized price list in our system. More

$1250 USD in 30 days
(2 Reviews)

Hello, We are a data management and analytics firm who specialise in reports and dashboards. Our team constitutes of professionals who have years of experience in tools like Excel, VB, Tableau, Qlik. Kindly fur More

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Hello! I have a strong expertise in the Microsoft Office Suite and a proven track record in developing advanced tools in Excel and Access and managing database. I can code in VBA and SQL, develop complex excel formula More

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Hello We have checked the requirement and specifications. You can ask us any questions if you have. Sri Technocrat will provide fully interactive application for your project. The timeline and total cost for deve More

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