7 Touch Quote System Automation

₹600-1500 INR

Closed

Posted 26 days ago

₹600-1500 INR

Paid on delivery

I need an Excel sheet to automate my 7 touch quote system. The goal is to minimize my manual work. Requirements: - Auto-send emails and texts for follow-ups - Track follow-up schedule for different contacts - Easy copy-paste functionality for messages Ideal Skills: - Proficiency in Excel - Experience with automation tools - Strong organizational skills Need this done ASAP.

Project ID: 40389403

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3 proposals

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Active 20 days ago

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3 freelancers are bidding on average ₹2,233 INR for this job

@nareshk44

With over five years of experience in data entry and automation, I am confident that I can provide you with an excellent solution for your 7 touch quote system. My strong command of Excel, including complex functions and macros, makes me well-suited to create an efficient, user-friendly tool for automating your follow-ups. Using my skills in data entry, data processing and automation, I can set up a system that automatically sends emails and texts, tracks follow-up schedules for different contacts and allows for easy copy-paste messaging. I understand the pressing nature of your project and assure you that I will complete it ASAP without compromising on quality. Additionally, my organisational abilities will ensure a smooth transition from manual work to automation. My previous clients have praised my fast, accurate and punctual service which I take great pride in delivering consistently. Choose me for an exceptional all-round service. With unlimited revisions and a dedication towards 100% customer satisfaction, I look forward to helping optimize your workflow so you can focus on more essential aspects of your business. Let's get started on making your quote system streamlined!

₹5,050 INR in 1 day

5.0

(13 reviews)

4.2

@manoval09

Hi, You need your 7-touch follow-up sequence to run itself — right now every reminder, status check, and next-step nudge is something you're tracking manually. I'd build this in Excel with a VBA-driven engine: each quote row gets a start date, and the sheet auto-calculates all 7 touch dates based on your intervals, flags overdue touches in red, and surfaces today's action list on a dashboard tab. I'd use `Worksheet_Change` and `Auto_Open` events so nothing requires a button-click — open the file and your day's queue is already there. If you ever want to shift to Google Sheets for team access, the logic ports cleanly. Before I scope the full build, one question that'll shape the design: are your 7 touches fixed-interval (e.g., day 1, 3, 7, 14…) or do some steps depend on client response — like "touch 3 only fires if touch 2 went unanswered"? That distinction changes the conditional logic significantly. Send me your current tracking setup (even a rough spreadsheet) and I can have a working prototype back to you within 24 hours. Best regards, Val

₹600 INR in 7 days

5.0

(1 review)

0.4

@chatur2701

Hello, I understand you need a simple and effective Excel-based system to manage your 7-touch follow-up process and reduce manual work. Instead of overcomplicating things, I will design a clean and practical solution that: • Tracks each contact and their follow-up stage • Automates reminders based on schedule • Provides easy copy-paste message templates for quick sending • Keeps everything organized and easy to use daily Regarding email/text automation, I can structure the system so that messages are ready to send efficiently, or integrate basic automation depending on your preferred setup. My focus is to deliver a system that is reliable, easy to maintain, and actually saves you time. I can start immediately and deliver quickly. Best regards, Baijnath C.

₹1,050 INR in 3 days