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I need a VBA tool in Excel to generate client quotes. The quotes should include: - Client details - Itemized list of services/products - Payment terms - Detailed product information Additionally, I require: - Quote approval workflow - Quote version tracking Ideal skills and experience: - Proficiency in Excel and VBA - Experience in building quote generation tools - Knowledge of approval workflows and version tracking systems
Project ID: 40550329
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17 freelancers are bidding on average ₹21,515 INR for this job

Hello, I can develop a professional Excel VBA quotation system tailored to your workflow. The tool will generate polished client quotes with client details, itemized products/services, detailed product information, and customizable payment terms, all from an easy-to-use interface. In addition, I'll implement a quote approval workflow, version tracking to maintain revision history, and a structured VBA codebase that's easy to maintain and extend. The solution will be optimized for accuracy, efficiency, and day-to-day business use. I'm happy to discuss your current quotation process and build a solution that fits your exact requirements.
₹37,500 INR in 7 days
7.3
7.3

₹22,500 INR in 7 days
6.1
6.1

I have already created the similar project, please check the project details here - https://www.freelancer.in/portfolio-items/11448764-quotation-and-proposal-automation I am an Excel & VBA Automation Expert with an MBA and 10+ years of experience delivering smart solutions to global clients (eg. Decathlon, E&Y, Schindler). I’ve successfully completed 100+ projects (4.9★ rating), helping businesses save time, reduce errors, and boost efficiency. FREE Consultation before Project Starts I can deliver a fast, accurate, and customized solution for your requirements. Let’s discuss your project—I can start right away. Looking forward to working with you!
₹12,500 INR in 4 days
6.1
6.1

VBA professional devloper, ready to do the required.
₹12,500 INR in 2 days
5.4
5.4

For this project, my extensive expertise in VBA, automation, and data management is exactly what you need. With a deep understanding of Excel and VBA, I have built numerous sophisticated tools like the one you're looking for - quote generation systems equipped with approval workflow and version tracking. Of course, it's not just about the technical skills. At Solves Inn, we believe in forming long-term technology partnerships with our clients to ensure sustainable growth. That's why we stress greatly on understanding our client's business needs and creating solutions tailored to their unique requirements. My proficient problem-solving abilities combined with a track record of delivering high-quality projects on time and within budget have earned me longstanding client relationships. Choose me for this project, and I will build you a robust VBA tool that streamlines your quotation process while offering the flexibility of a flawless approval workflow and version tracking system. Let's elevate your business
₹25,000 INR in 5 days
4.5
4.5

Hello, Your project is a great match for my experience in Excel automation and VBA-based business tools. I can develop a professional quotation workbook that simplifies quote creation while maintaining accuracy, traceability, and ease of use. The solution will include a structured interface for client information, itemized products or services, payment terms, and detailed product descriptions. I'll also implement automatic quote numbering, version tracking, and an approval workflow so revisions and approvals are easy to manage. The workbook will be designed to be user-friendly, maintainable, and ready for future enhancements such as PDF export or additional approval stages. Why I'm a strong fit: * Strong Excel and VBA automation experience * Experience building structured business workflows * Clean, maintainable workbook design * Focus on usability, accuracy, and long-term scalability A few questions: 1. Should the approval workflow include multiple approval levels or a single approver? 2. Do you already have a quotation template, or should I design one from scratch? 3. Would you like the final quote to be generated as both Excel and PDF? I look forward to building a reliable quotation management tool tailored to your workflow.
₹20,000 INR in 7 days
3.9
3.9

Dear Client, I will develop a professional VBA Quotation Tool in Excel with: Client details input Itemized list of services/products Payment terms and detailed product information Quote approval workflow Version tracking system The tool will generate clean, professional quotes quickly and accurately. Fully automated with user-friendly interface, error handling and clear documentation. I have strong experience building custom Excel VBA quotation and workflow tools. Ready to start immediately and deliver tested, production-ready workbook. Looking forward to working with you.
₹20,000 INR in 5 days
3.7
3.7

@SahyadriTech #SahyadriTech Completed Projects: 1. Hotel Booking Management & Tracking System (Excel + VBA Script) 2. Appsheet: ERP system for textile business 3. MNGL Gas Incident Tracker & Dashboard (Google Sheets + Google Data Studio) 4. Daily Expenses Tracker (Google Sheets) 5. Option Scalping Strategy Automation (Excel VBA) 6. Nifty50 Live Option Chain Dashboard (Google Sheets) 7. Binary Trading Sheet (Google Sheets) 8. Customer Data Cleaning & Sorting Tool (Excel VBA & Python) 9. Historical Stock Closing Price Analysis for 2,600 Stocks (Excel & Python) 10. Power Bi dashboard for F1 Car racing insights 11. GOLD Loan tracking in Google sheet and Google Data studio 12. Local Taxi Tracking System (Google Sheets + Google Data Studio) 13. Appsheet Milk Drivers wages and attendance system (Appsheet + Google sheet ) Key Highlights: 1. Pay only if satisfied with the work 2. Expert in Power BI, Excel, VBA Macros, Google Sheets, Google Apps Script, and Python 3. Experience in 3 American MNCs 4. Skilled in Data Analytics, Automation, and Visualization 5. Proficient in Statistical Analysis 6. Offer Long-Term Support for all projects 7. Quick Delivery with multiple revisions I can deliver any project related to Data Analytics, Automation, and Reporting with precision and reliability.
₹18,000 INR in 7 days
2.9
2.9

Hello,I can build a professional Excel VBA quote generation tool that automates the entire quotation process while keeping everything organized, accurate, and easy to manage. Here's what I will deliver. • Build a custom VBA-based quote generator with client details, itemized products/services, payment terms, and detailed product information. • Create a professional quote template that generates printable and PDF-ready quotations automatically. • Implement a quote approval workflow with approval status tracking. • Add version control so every quote revision is saved and can be tracked without losing previous versions. • Include automated calculations, validations, and error handling to reduce manual mistakes. • Develop a clean, user-friendly interface that allows you to create, edit, approve, and manage quotes efficiently. I focus on building reliable Excel automation solutions that save time, reduce errors, and are easy to maintain as your business grows. I can start immediately and will provide regular progress updates throughout the project. Looking forward to discussing your project and getting started. Best regards, Usama K.
₹14,000 INR in 3 days
2.3
2.3

Just recently helped a client achieve success on their amazing platform that we built and launched, exactly the kind of result you're looking to achieve. We can help you do the same, delivering a clean, fully functional VBA tool tailored to your business. I noticed what you're after and it lines up well with the work we do. Whether it's something that needs to feel professional, run seamlessly, or integrate cleanly with your existing setup, that's exactly the standard we hold ourselves to on every build. We specialize in full-stack development, covering everything from custom VBA tools to approval workflows and version tracking systems. With 75+ 5-star reviews on similar projects and ranking in the top 1% among 75 million users, we are confident in our ability to deliver exceptional results. I'd love to discuss further about the project, at the worst case you're still walking away with a free consultation. ??We look forward to working with you! Best Regards, Davon Smith
₹18,750 INR in 7 days
0.0
0.0

Hi, I reviewed your requirements and can develop a professional Excel VBA quotation tool tailored to your workflow. The solution will allow you to generate structured client quotations with client information, itemized products or services, detailed product descriptions, payment terms, and an organized, professional layout. In addition, I'll implement an approval workflow and quote version tracking to help manage revisions while maintaining a clear history of changes. The solution will be designed with an intuitive interface, reliable VBA automation, and a structure that's easy to maintain and expand as your business grows. Before development begins, we'll review your quotation process to ensure the workflow matches your business requirements. Deliverables include: • Fully automated Excel VBA quotation system • Client and product management • Quote approval workflow • Version tracking • Well-documented code • User guidance for future updates I look forward to discussing your workflow and building a solution that simplifies and speeds up your quotation process. Best regards.
₹12,500 INR in 7 days
0.0
0.0

Hello, I build Excel VBA tools for exactly this kind of quoting workflow, so this is squarely my daily work. What I will deliver - a single Excel workbook where you enter client details and pick services or products from your catalogue, and it generates a clean itemised quote with payment terms and the full product detail you listed. On top of that the two pieces you called out - an approval workflow where each quote carries a status like draft, submitted, approved or rejected with who changed it and when, and version tracking so every revision of a quote is kept and you can see what changed between versions. It stays a plain macro-enabled workbook, no external software, so it runs on any machine with Excel. To scope it precisely, three quick questions - do you already have a product and price list I should pull from, what fields make up your quote number and numbering rule, and who are the approver roles in your workflow. Happy to start with a working quote-generator you can test, then layer approval and versioning on top so you see progress early. All work and delivery stay here on Freelancer against a funded milestone. Thanks for considering me.
₹12,500 INR in 6 days
0.0
0.0

Hi, Resonite Technologies has extensive experience developing Excel VBA automation tools for quotation management, workflow automation, and business process optimization. We can build a professional, user-friendly quotation system tailored to your business requirements. Our solution includes: • Dynamic quotation generation with client details, itemized products/services, payment terms, and detailed product information • Automated quote numbering and professional print/PDF formats • Multi-level quote approval workflow with approval status tracking • Quote version control with revision history and change logs • Search, edit, duplicate, and archive quotations • Secure data validation, error handling, and user-friendly forms • Well-structured VBA code with complete documentation for easy maintenance We can also enhance the tool with optional features such as email integration, company branding, pricing database, dropdown product catalogs, approval notifications, dashboard reports, and Excel-based analytics. Development will follow a milestone-based approach with regular review builds, ensuring the solution aligns perfectly with your workflow before final delivery. Estimated Timeline: 5–7 days, depending on approval workflow complexity and reporting requirements. We are ready to start immediately and deliver a reliable, scalable Excel VBA quotation system with complete source code and documentation. Best Regards, Resonite Technologies
₹55,000 INR in 7 days
0.0
0.0

The set of requirements here - quotation generation, itemized line details, payment terms, an approval workflow, and version control - overlaps closely with my hands-on experience automating business processes with Google Apps Script. I don't have dedicated VBA project experience, but I can apply that same design approach in Excel VBA, building it so it holds up as an ongoing tool rather than a one-off macro. My default plan is to keep version history directly in the sheet. One question: are you picturing a single-step approval, or a multi-step workflow (e.g. submit -> supervisor approval -> finalize)?
₹25,000 INR in 7 days
0.0
0.0

New Delhi, India
Member since Jun 30, 2026
₹600-1000 INR
₹12500-37500 INR
$10-20 SGD / hour
€8-30 EUR
$250-750 USD
€250-750 EUR
₹600-1500 INR
$10-30 USD
₹1500-12500 INR
₹12500-37500 INR
₹12500-37500 INR
$10-30 USD
₹600-1500 INR
₹750-1250 INR / hour
₹1500-12500 INR
₹750-1250 INR / hour
₹12500-37500 INR
₹12500-37500 INR
₹750-1250 INR / hour
$250-750 USD