Automation of Estimation and Data Transfer

@ZohaibRoy

⭐⭐⭐⭐⭐ Streamline Your Data Tasks with Automation Solutions ❇️ Hi My Friend, I hope you are doing well. I reviewed your project requirements and see you are looking for an automation solution for data extraction and document generation. You don’t need to look any further; Zohaib is here to help you! My team has completed 50+ similar automation projects. I will use efficient tools to extract data, generate documents, and ensure seamless data transfer to your systems while keeping everything organized in SharePoint. ➡️ Why Me? I can easily handle your automation needs as I have 5 years of experience in data extraction, document generation, and data transfer. My expertise includes MS Excel, Word, and automation tools like Power Automate. Additionally, I have strong familiarity with GoldVision CRM and MS Business Central, ensuring a smooth workflow for your project. ➡️ Let's have a quick chat to discuss your project in detail. I can show you samples of my previous work and how I can meet your needs effectively. Looking forward to our chat! ➡️ Skills & Experience: ✅ MS Excel Proficiency ✅ MS Word Expertise ✅ Data Extraction ✅ Document Generation ✅ Power Automate ✅ Zapier ✅ GoldVision CRM ✅ MS Business Central ✅ SharePoint Management ✅ Data Transfer ✅ Automation Solutions ✅ Strong Organizational Skills Waiting for your response! Best Regards, Zohaib

@Guptapuru304

Hello, We’ve thoroughly reviewed your project for automation of estimation and data transfer and understand the need for a seamless solution that integrates data extraction, document generation, and data transfer processes efficiently. We recently completed a project where we automated data extraction from Excel, populated dynamic Word documents, and integrated the output into a CRM system similar to GoldVision. This experience positions us perfectly to tackle your project. With over eight years in AI-first product development and automation, we specialize in streamlining workflows using tools like Power Automate and Zapier. Our expertise extends to integrating with platforms such as MS Business Central and managing SharePoint storage, ensuring robust and scalable solutions. Having worked with over 200 clients, our track record speaks to our ability to deliver top-rated results tailored to your specific needs. We are also well-versed in using MS Excel, Word, and automation tools, ensuring a comprehensive approach to your project. We invite you to message us with more details about your requirements. We promise to deliver a detailed, tailored proposal within 24 hours. Looking forward to building something impactful together. Best regards, Puru Gupta

@Appworldz

Hi, Sahanaj here. I’ve built end-to-end Microsoft automation flows (Excel → Word docs → CRM/ERP → SharePoint) using Power Automate and APIs. Your budget works. I estimate £500–£700 over 5–7 days for full automation (data extraction, doc generation, integrations, and storage flow). I’ll ensure reliable mappings, template-driven Word generation, and seamless sync with GoldVision + Business Central. Clean, reusable flows with documentation included. One question: do GoldVision and Business Central expose APIs in your setup, or will we need connectors/custom middleware?

@softsolution2000

I understand that you need an automation solution for data extraction, document generation, and transfer to GoldVision CRM and MS Business Central, along with file storage in SharePoint. My expertise in Excel, Word, VBA, and data extraction tools like Power Automate make me well-equipped for this task. I have successfully completed similar automation projects in the past, ensuring efficiency and accuracy. I am confident in my ability to meet your requirements and am eager to discuss the project in detail. Please go through my profile its 15 years old see the work I did over the years. No Win No Fee means that your satisfaction is my utmost priority. Lets discuss the job details. Moreover, I am willing to start the job and perform tasks without even being hired; it is just to show my commitment to this project. Looking forward to hear from you.

@ShaikhAneesa

Hi there, I’ve carefully reviewed your project and understand you need a fully automated workflow that extracts BOQ data, generates documents, syncs CRM/ERP systems, and organizes outputs in SharePoint. My approach begins with mapping your BOQ structure in Excel to identify how quantities, prices, and descriptions flow into downstream outputs. This ensures the automation logic is precise and scalable without breaking data integrity. Next, I will build the automation using Power Automate (or a hybrid Excel + VBA approach where needed) to extract data from the spreadsheet, populate cost breakdown sheets, and dynamically generate Word documents such as Work Order Forms and Installation Guides with consistent formatting and reusable templates. After that, I will configure secure data transfer pipelines to push relevant fields into GoldVision CRM and Microsoft Business Central, ensuring correct field mapping and validation to avoid sync errors. Finally, I will implement an automated SharePoint structure that creates a new folder per project and stores all generated files in an organized, traceable format. Before I begin, could you confirm whether your BOQ file structure is standardized across all projects or varies by client? I can start immediately and deliver a robust end-to-end automation system. Warm regards, Aneesa.

@devendrathakur12

i’ve done very similar recently, automating BOQ → Word → CRM pipelines using Power Automate + Excel + Business Central APIs. Are your BOQ files consistent in structure or do columns vary per project? Do GoldVision and Business Central expose APIs or will we use connectors/custom HTTP? I suggest normalizing BOQ with a template mapping layer because it avoids breakage across files. I also suggest using Power Automate with error logging + retries because it keeps the flow reliable at scale. I will first map your BOQ fields and create Excel parsing logic. Then I will build flows to generate Word docs, push data to CRM/BC, and create SharePoint folders. Finally I will test edge cases and deliver a clean, documented workflow. Best, Dev S.

@TheSecondSource

Hey! We’re a team of 62 professionals specializing in Microsoft automation and business process integration with 9+ years of experience building end-to-end workflows across Excel, Word, SharePoint, and enterprise CRMs. Here's how we can help: * Extract BOQ data (quantities, prices, descriptions) from Excel sheets * Auto-populate cost breakdown templates with structured formatting * Generate Word documents for work orders and installation guides * Sync data into GoldVision CRM and Microsoft Business Central * Automate SharePoint folder creation and organized file storage Could you clarify if your current BOQ files follow a consistent template, or do we need to build logic that adapts to multiple formats?

@DngPhgNam

⭐⭐⭐⭐⭐ ✅Hi there, hope you are doing well! I have successfully completed similar automation projects where I integrated Excel data extraction with document generation and CRM data transfer efficiently using Power Automate. The most important part to complete this project smoothly is ensuring seamless data mapping between the BOQ spreadsheet, the generated documents, and GoldVision CRM/MS Business Central. Approach: ⭕ Automate extraction of quantities, prices, and descriptions from the BOQ Excel sheet. ⭕ Populate the Cost Breakdown sheets accurately with the extracted data. ⭕ Generate Work Order Forms and Installation Guides dynamically in Word. ⭕ Transfer all relevant information to GoldVision CRM and Microsoft Business Central via automation connectors. ⭕ Create and organize SharePoint folders to save all files systematically. ❓ Could you please confirm the versions of the software (GoldVision CRM, Business Central) and your preferred automation platform? I am confident that my expertise in Power Automate, Excel VBA, and integration with MS Business Central and SharePoint will deliver a reliable and efficient automation solution tailored to your needs. Looking forward to collaborating with you. Best regards, Nam

@webmasters486

Hey, I’ve reviewed your project and understand you need a reliable automation system that extracts data from BOQ spreadsheets, generates documents, syncs with CRM and Business Central, and organizes everything in SharePoint without manual effort. The goal is to turn a multi step process into a smooth, repeatable workflow. I can build this using a structured Power Automate based solution combined with Excel processing to extract quantities, prices, and descriptions accurately, then map them into cost breakdown sheets. From there, automated Word templates will generate work orders and installation guides using dynamic data. I will also handle integration with GoldVision CRM and MS Business Central so all relevant data is pushed correctly, while simultaneously creating organized SharePoint folders and storing all generated files in the right structure. The system will be designed for reliability, clear data mapping, and easy maintenance so your team can use it daily without issues. I’ll also provide clean templates and documentation for long term use. Do your BOQ files follow a consistent format, and do you want this automation triggered manually or automatically when a new file is uploaded? Best regards Muhammad Adil Portfolio: https://www.freelancer.com/u/webmasters486

@nareshk44

Drawing on my extensive experience in data entry and automation, I can offer you a streamlined solution to simplifying the process mentioned. My skills in Excel and Power Automate will be invaluable when it comes to extracting and populating the relevant data from your MS Spreadsheet BOQ, generating necessary documents and seamlessly transferring information to both GoldVision CRMs and MS Business Central. In addition to automating these tasks, my organizational expertise extends to managing file storage in SharePoint - ensuring everything is stored efficiently so that it can be accessed easily for future reference. To give you more confidence in my abilities, I can provide you with examples of previous work where I've successfully automated similar tasks resulting in significant time-savings for the clients. Choosing me means choosing quality, speed, and reliability. By entrusting me with this task, you're not only guaranteeing accurate completion of work but also gaining 24/7 availability for any arising queries or needs. Let's simplify your project and achieve effective results together!

@rezamahi

Hello, I have recently completed a very similar automation project just last night, so your requirements match perfectly with my current experience. I can build a complete, reliable workflow to extract BOQ data (Quantities, Prices, Descriptions) from Excel, automatically populate Cost Breakdown Sheets, and generate structured Word documents (Work Orders & Installation Guides) without manual effort. For automation, I will use Power Automate combined with Excel/Word scripting to ensure accuracy and scalability. I also have experience integrating external systems, so transferring data to GoldVision CRM and MS Business Central will be handled smoothly via API or structured data pipelines. Additionally, I will set up automated SharePoint folder creation with proper file organization, ensuring everything is stored cleanly and accessible. What you will get: Fully automated end-to-end workflow Clean, error-free data processing Fast document generation system Seamless CRM & Business Central integration Well-structured SharePoint storage I focus on delivering production-ready solutions, not just scripts. Let’s discuss your workflow in detail and I’ll start immediately. Looking forward to working with you.

@MZITSERVICES

With an extensive background in Data Science and expertise in utilizing various programming environments such as Python, MATLAB, JavaScript and SQL, I believe I possess the skills to provide an efficient solution for streamlining your tasks and automating your data extraction, document generation, and transfer processes. Moreover, due to my proficiency in MS Excel and Word, as well as my familiarity with automation tools like Power Automate and Zapier, I can ensure a high level of accuracy and precision while extracting quantities, prices, descriptions, generating work order forms and installation guides. Ultimately, by entrusting this project to me, you are not just ensuring timely completion but also garnering the expertise of someone who is accustomed to handling sophisticated assignments that demand a meticulous understanding of data. Thus let me take the reins and create a streamlined system that increases efficiency while reducing costs for your enterprise.

@kamran2012

This looks like a great fit, I will build the full automation pipeline — BOQ extraction from Excel, cost breakdown population, Word document generation for Work Orders and Installation Guides, and data transfer into GoldVision CRM and MS Business Central, with all outputs saved to a new SharePoint folder. I will design this using Power Automate with Office Scripts for the Excel parsing layer. One key detail — structuring the BOQ extraction to handle variable row formats and merged cells upfront will prevent silent data loss when populating downstream documents and CRM fields. Questions: 1) Does the BOQ spreadsheet follow a consistent template, or do formats vary between projects? 2) For the GoldVision and Business Central transfer — are there existing API connections or connectors in place, or will those need to be set up from scratch? Ready to start whenever you are. Kamran

@Zawiya3

As a seasoned technology expert, I have extensive experience in software development and automation tasks to precisely meet your needs. Drawing upon my proficiency in Microsoft Excel, I can ensure efficient extraction of data from your BOQ spreadsheet while ensuring accurate parsing of quantities, prices, and descriptions. I'll enable smooth data transfer in the already familiar platforms and CRMs, such as GoldVision and MS Business Central. Moreover, my expertise with automation tools like Power Automate will prove invaluable in streamlining tasks, freeing up more time for high-value work you may have. My familiarity with SharePoint will also ensure that all relevant files are saved appropriately in a newly created folder. Having worked across different technical domains, specifically in cloud architectures and graphic design, I understand the importance of file management for easy accessibility and organization. Hence, I will set up an efficient storage system with date-time stamps ensuring clarity and promptness.

@Hubready

Hello! I am a Florida-based senior software engineer with extensive experience in automation solutions. I’ve carefully read your project description and understand that you're looking to streamline data extraction and document generation processes. I have over 15 years of experience in relevant technologies, including Excel, SharePoint, and Power Automate, which makes me a strong fit for your needs. To ensure I deliver the perfect solution, could you please clarify the following questions to help me better understand the project? 1. Are there specific data sources or document types that need to be prioritized in the automation? 2. What are the expected outputs or formats for the generated documents? My approach would be to first analyze your current workflow, identify bottlenecks, and then develop a phased plan to implement automation using tools like Zapier and Power Automate. I’ve successfully built systems that streamline similar processes in various projects, such as a custom document generation tool for an e-commerce platform and an automated reporting system for a small business. I pay close attention to project details and am committed to delivering a solution that meets your goals. Let’s discuss how I can help transform your workflow! - James

@Tecteamlab

Hello, I can automate your full workflow: BOQ extraction, document generation (Word/PDF), structured data transfer to GoldVision CRM and Business Central, and automatic SharePoint folder creation. My approach is modular, reliable, and fully auditable. For confidentiality reasons, I cannot share previous client work. However, if you are interested, I can prepare two small demo automations within 24 hours, with no commitment from your side. These demos do not require any licence from your environment. Before confirming the final scope, I need to verify one key point: Are the API modules for GoldVision CRM and Business Central enabled in your environment? This determines whether we can push data directly through REST endpoints or if we must use an alternative integration method (CSV, Power Automate, or connector‑based workflows). Payment is only required after full validation of the delivered solution. I can start immediately once I have your confirmation.

@haseebsidd07

Hey , I just went through the project description, and I see you are looking for someone experienced in Data Entry, Visual Basic for Apps, Business Central, Microsoft Word, Automation, Data Extraction, Excel, Zapier, Power Automate and Sharepoint. It instantly reminded me of a client who faced similar challenges, and I knew I had a tailor-made solution for it. Please review my profile to confirm that I have great experience working with these tech stacks. While I have few questions: • Is there anything else you’d like to add to the project details? • What’s the top hurdle you’re facing with this project? • What is the timeline to get this done? Why Choose Me? 250+ Projects. 5 Years. Zero Misses. My reputation is built on a single metric: Flawless Execution. While others promise quality, my last 100+ consecutive 5-star reviews prove it. I don’t just finish the job; I set the standard. Timings: 9am - 9pm Eastern Time (I work as a full time freelancer) The portfolio here is just the tip of the iceberg. To respect client confidentiality, my recent heavy-hitters aren't public, but I can share them 1-on-1. Click the 'CHAT' button, and I’ll send over the relevant samples immediately for your review. Regards, Abdul Haseeb Siddiqui.

@mayr81

Hello, I’d love to support your goal of automating the full journey from BOQ extraction to SharePoint storage. I have strong experience crafting automation flows using Power Automate to pull data from Excel, populate structured cost sheets, and generate Word-based documents such as Work Orders and Installation Guides. I can also integrate these workflows with GoldVision CRM and MS Business Central, ensuring clean and accurate data transfer. From organizing SharePoint storage to building reliable triggers, I aim to deliver a seamless and repeatable process tailored to your structure. I’d be happy to walk through similar automation projects I’ve completed and discuss how they align with your requirements. Best regards!

@Foraxis

⭐ I handled a similar project ⭐, Happy to show you what works before you commit. Built a comprehensive automation workflow that extracted data from spreadsheets to populate documents and updated CRM and ERP systems seamlessly. The scope of this project directly matches your need to integrate Excel, Word, GoldVision CRM, MS Business Central, and SharePoint for efficient data flow. Experienced with automation tools like Power Automate and Zapier, I recognize the importance of accuracy and streamlined file management. Specializing in office automation, my focus is delivering solutions that emphasize performance, security, and a polished user experience throughout the data lifecycle. Let’s chat about your project details and goals; worst case, you walk away with a free consultation and a clearer understanding of your project. Kind regards, Curtley