AI-Powered Quote Generator on SharePoint

@ZohaibRoy

⭐⭐⭐⭐⭐ Build an Automated Quote Generation System with SharePoint & Copilot Studio ❇️ Hi My Friend, I hope you are doing well. I've reviewed your project requirements and noticed you're looking for a solution to develop an automated quote generation system. You don’t need to look any further; Zohaib is here to help you! My team has successfully completed 50+ similar projects related to SharePoint and automation. I will create a system that processes customer requests, uses Excel price lists, fills Word templates, and generates PDF quotes, all within your existing Microsoft 365 setup. ➡️ Why Me? I can easily do your SharePoint-based quote generation system as I have 5 years of experience in SharePoint development, automation, and integration. My expertise includes working with Copilot Studio, Excel, and Word automation. ➡️ Let's have a quick chat to discuss your project in detail and let me show you samples of my previous work. Looking forward to discussing this with you in chat. ➡️ Skills & Experience: ✅ SharePoint Development ✅ Copilot Studio Integration ✅ Automation Solutions ✅ Excel Data Management ✅ Word Template Creation ✅ PDF Generation ✅ Power Automate ✅ Customer Request Handling ✅ Data Categorization ✅ System Integration ✅ Project Management ✅ Hungarian Language Proficiency Waiting for your response! Best Regards, Zohaib

@HiraMahmood4072

Hello, With over 7 years of experience in Excel, Power Automate, Microsoft, Sharepoint, and .NET, I have the expertise to successfully develop the AI-Powered Quote Generator on SharePoint as described in the project requirements. I have carefully reviewed the project details and understand the need to create an automated system that processes customer requests, utilizes Excel price lists, fills in Word templates, and generates PDF quotes within the existing Microsoft 365 infrastructure. To achieve this, I propose to: 1. Set up the SharePoint content creation for event sales and packaged finished product sales, including organizing folders, templates, and Excel price lists. 2. Develop the Copilot Studio Agent on SharePoint to interpret customer requests, categorize data, refine requests, and generate offers. 3. Implement a Power Automate background process to read price lists, calculate offer items, fill out Word templates, generate PDFs, and save files to SharePoint. I would appreciate the opportunity to discuss this project further in a chat to provide a detailed plan of action and address any questions you may have. You can visit my Profile at https://www.freelancer.com/u/HiraMahmood4072 Thank you.

@Feriver

Hello, I can develop an AI-powered quote generation system within your existing SharePoint environment using Copilot Studio. The solution will allow incoming customer requests to be interpreted and categorized by a SharePoint Copilot Agent, which reads the correct Excel price list, fills the Word template, generates a PDF quote, and saves it to the appropriate SharePoint folder. Each step will integrate seamlessly with Microsoft 365 tools, maintaining automation and accuracy for both Event Sales and Packaged Product areas. Deliverables include a functional Copilot Agent for SharePoint, templates for Excel/Word integration, automated PDF generation, and configuration for folder-specific storage. The system will be tested end-to-end, ensuring reliability and compliance with Microsoft 365 standards. Estimated timeline: 7–10 days for setup and validation. Thanks, Asif

@Solutionzhere

We’ve built Copilot Studio + SharePoint automation solutions using Power Automate, Excel Online, and Word templates for document generation workflows. We can implement a Copilot agent for request interpretation & categorization, then automate price lookup, calculations, Word template population, and PDF generation with clean SharePoint storage structure. Estimated €800–€1,200, 1–2 weeks for a working MVP (agent + automation flow + docs). Question: Are your Excel price lists already structured as clean tables with consistent column naming, or will we need to standardize them for reliable automation?

@raheelkxoftech

Greetings, With over 15 years of experience as a technology and business professional, I am confident that I can help you with SharePoint based quote generation system. I have a deep passion for SharePoint and have worked extensively with all versions, including SharePoint Online (Office 365). I have expertise in related Microsoft technologies such as Power Automate (Flow), Power BI, and Power Apps. By leveraging these tools, I have built comprehensive and integrated business applications that are robust and efficient. My proficiency extends to customization on SharePoint Server 2010/2013/2019 using Visual Studio C#, as well as implementing applications in ASP.NET with SQL Server Database integration. I also possess knowledge of Nintex Workflow, which further enhances my capabilities in workflow automation. I have had the privilege of serving as a Project Lead for prestigious organizations such as: -Ministry of Education Dubai, -Ministry of Social Affairs Dubai, -Public Portal for EmiratesAirlines, -Ministry of Finance Portal for the Diplomatic -Institute of Qatar, Office 365 Portal for LogicalOutcomes Canada. I firmly believe in following best practices and leveraging my extensive experience to guide organizations in avoiding common pitfalls. Come over and chat to discuss the deliverables and deadline. Rahim

@juanjosec63

Hi, As a individual developer, I can help in your project focusing on the most important parts like SharePoint-based quote generation flow, Copilot Studio agent setup, Excel price-list processing, Word template automation, PDF generation, and clean document saving inside Microsoft 365. With my expertise in full-stack development and experience working with modern web technologies like SharePoint, Microsoft 365, Copilot Studio, Power Automate, Excel Online, Word Online, and automation workflows, I can fix this quickly. I can help structure the full solution so the Copilot agent correctly interprets requests, categorizes Event and Packaged product quotes, gathers missing details, and passes clean data into the automated quote-generation process inside your existing SharePoint environment. I can also communicate in a clear and practical way for technical handoff, and I understand the importance of keeping the system maintainable, scalable, and aligned with your current Microsoft stack. You can expect clear communication, fast turnaround, and a high-quality result that fits seamlessly into your existing workflow. Best regards, Juan

@mkh559a5a1fd66e9

With over 14 years of experience as a Full Stack Developer, I have amassed the necessary skills in .NET and C# Programming that make me a great candidate for this project. Not only do I have a thorough understanding of how these languages can be leveraged to create an AI-Powered Quote Generator, but I'm also well-versed in other complementary areas such as prompt engineering, digital signatures, and advanced processing of PDFs – all of which will be valuable for your project. My proficiency in Azure AI services aligns perfectly with your project's need for an AI-driven assistant like Copilot Studio. I can ensure that the system core, notably the Copilot Studio Agent functioning on SharePoint, performs at its peak capacity by maximizing the use of Copilot Credits, as you've specified. In addition to that, my expertise with Power Automate will come handy when integrating it into your existing Microsoft 365 infrastructure to effectively generate quotes accordingly and save them onto your SharePoint folders. Finally, as a Hungarian-speaking specialist, I not only bring language fluency but also an understanding of the local market and the specific challenges it presents. You can be confident that my work will prioritize precision and efficiency without losing sight of usability.

@jagratip3

Hello, I have strong experience managing Microsoft 365 projects, including SharePoint, Power Automate, Word/Excel Online integrations, and Copilot Studio. I can fully manage your automated quote generation system, ensuring that customer requests are interpreted by the Copilot Agent, categorized correctly, and processed through your Excel price lists to generate Word/PDF quotes saved to the appropriate SharePoint folders. With my expertise, I’ll handle the full project lifecycle—Copilot Studio setup, SharePoint folder organization, Excel/Word template integration, and workflow management—so everything runs smoothly and efficiently. I’ll also ensure proper use of Copilot Credits and provide a solution ready for scaling both Event and Packaged Product sales areas. I can deliver this project within your fixed budget of EUR200, fully managed from setup to handover, including Hungarian-language support as required. Best regards.

@sangeeta830

With a forte in the Microsoft Power Platform and Copilot-powered automation, including your stated need for Excel, Power Automate, Sharepoint skills, I see myself as the ideal fit for your AI-Powered Quote Generator project. My agility in building intelligent apps like the intuitive Service Desk Email Automation solution using Microsoft Copilot, Microsoft Outlook, and Microsoft Power Automate mirrors the core requirement of your project. I've also honed my skills with creating an automated Sales Order Management System that encompasses data intake, invoicing processes, and KPI visualization, not to mention my ability to navigate complex projects involving migration and revamps. To put cherry on top, apart from being fluent in Hungarian making communication with your team a breeze, I'm highly agile and have quick turnarounds built upon crystal-clear communication lines. Pairing that with my client-driven commitment is a potent recipe for our shared success. Welcome me aboard to unlock more automatable business processes and gain deeper insights from them using the power of Copilot Studio Agent!

@jonhw5

Hello, thanks for posting this project. I’m excited to help build your AI-powered SharePoint quote generator using Copilot Studio and the Microsoft 365 stack. I will design a robust solution that leverages Copilot Studio to interpret client requests, categorize them (Event vs Packaged product), and refine data as needed, saving generated offers to the correct SharePoint folders. The Power Automate workflow will read the relevant Excel price list, compute offer items, fill the Word template, convert to PDF, and save to the appropriate SharePoint location, all within your existing Microsoft 365 environment. With a Hungarian-speaking specialist, I will ensure clear communication and smooth integration with your internal workflows, while maintaining security and data governance across SharePoint, Excel Online, Word Online, and PDF generation. What is the preferred cadence for Copilot Studio capacity usage and the exact folder structure you want for storing generated quotes (Event vs Packaged product, with sample naming conventions)? My approach emphasizes reliability, maintainability, and performance, supported by best practices for API-like automation inside SharePoint, and I’m ready to start aligning on file structures, permissions, and trigger events. Looking forward to collaborating on this project. Best regards,

@Julian29

Hello, I have carefully reviewed your requirement for building an AI-powered quote generation system within the Microsoft 365 ecosystem using SharePoint, Copilot Studio, Excel, Word, and Power Automate. With 10+ years of experience in Microsoft 365 automation, SharePoint development, and AI workflow integration, I can implement a structured solution that automates the entire quote generation process. The solution will include configuring SharePoint document libraries and folder structures for Event Sales and Packaged Product Sales, integrating a Copilot Studio Agent within SharePoint to interpret customer requests, categorize them, and collect required details. Based on the collected data, a Power Automate workflow will read the appropriate Excel price list (table format), calculate offer items, populate a Word template, generate a PDF quote, and automatically store the file in the correct SharePoint folder. The system will be built entirely on your existing Microsoft 365 infrastructure, ensuring secure access control, structured document storage, and scalable automation for managing around 200 offers per month efficiently. I will also provide clear documentation and workflow explanation so your team can manage templates, price lists, and automation easily. I WILL PROVIDE 2 YEAR FREE ONGOING SUPPORT AND COMPLETE SOURCE CODE. WE WILL WORK WITH AGILE METHODOLOGY AND WILL GIVE YOU ASSISTANCE FROM ZERO TO DEPLOYMENT. I eagerly await your positive response. Thanks.

@matheussilva114

Hi, I have read your description and I fully understand your needs. I am a senior engineer with over 7 year of experience on .NET, Excel, C# Programming, Sharepoint, Microsoft, AI (Artificial Intelligence) HW/SW, Power Automate, Microsoft 365. Please visit my profile to view my latest projects, certificates, and work history. Let's connect in chat to discuss more. Regards, Matheus

@FaizalShaik80

Hi, I would love to help. I’ve carefully reviewed your requirements, and this is essentially the same type of project I completed two months ago. I am an experienced and specialized freelancer with 6+ years of practical experience in Excel, C# Programming and I’m able to complete and deliver this project promptly. Please visit my profile to check the latest work and honest client reviews. Connect in chat to discuss details and next steps. Regards.

@hr157

Hi, Your SharePoint + Copilot Studio quote automation project is very well structured, and I’d be happy to help build the AI-driven quote generation workflow inside the Microsoft 365 ecosystem. I’m a full-stack developer and automation specialist with 10+ years of experience, including Microsoft 365 automation, Power Automate workflows, SharePoint systems, and AI integrations. I’ve worked on projects where structured documents (Excel price lists + Word templates) were used to automatically generate quotes, reports, and contracts. For your system, the architecture you outlined is exactly the right approach, and I can implement the core components: Copilot Studio Agent • Interprets customer requests inside SharePoint • Categorizes requests (Event Sales / Packaged Product Sales) • Asks follow-up questions if required • Passes structured data to the automation workflow SharePoint Data Structure • Organized folders for both sales areas • Storage of templates, historical quotes, and price lists • Integration with Excel tables for structured pricing data Power Automate Workflow • Reads Excel price tables (Excel Online) • Calculates quote line items • Populates the Word template automatically • Generates a PDF quote • Saves the file to the correct SharePoint folder This workflow will produce a fully automated quote generation pipeline inside Microsoft 365, keeping everything secure and centralized. Let's have a quick chat