Automation of commercial proposals in Google SpreadSheets

Interface Design (UI/UX), Data Processing — incorrectly specified categories?

86 USD

Project translated automatically. Log in or register, to view the original It is necessary to create a system in Google Sheets to automate the creation of commercial proposals based on data from another file. The file "DataSheet" will contain information about products, and the file "TargetSheet" will be used to create commercial proposals, where users can select products from dropdown lists with the ability to filter by multiple parameters. Goal Develop two interconnected Google Sheets files: 1. "DataSheet" - a file with a database of products. 2. "TargetSheet" - a file for creating commercial proposals with the option to select and filter products from "DataSheet". Tasks 1. Creating a database of products in "DataSheet": - Create a Google Sheets file named "DataSheet". - Add the following columns: - ID - Name - Brand - Category - Purchase Price - Selling Price - Image URL - Uploaded Image 2. Importing data from "DataSheet" to "TargetSheet": - Create a Google Sheets file named "TargetSheet". - Use the `IMPORTRANGE` function to import data from "DataSheet". - Ensure that the imported data updates in real-time when the source data changes. 3. Creating dropdown lists in "TargetSheet": - Create dropdown lists in "TargetSheet" for the columns: - Brand - Category - Name - ID - Dropdown lists should contain unique values from the corresponding columns in "DataSheet". 4. Filtering data based on selected values: - Implement data filtering in "TargetSheet" based on values selected in the dropdown lists. - Use the `FILTER` function to dynamically display data that matches the selected criteria. 5. Displaying filtering results: - Configure the display of filtering results in "TargetSheet". - Ensure that the filtered data includes all relevant products with the display of all columns (ID, Name, Brand, Category, Purchase Price, Selling Price, Image URL, Uploaded Image). 6. Creating and printing a commercial proposal in PDF format: - Develop a template for the commercial proposal in PDF format. - Include the following elements in the template: - Product names - Quantity - Delivery dates - Discounts - Special comments - Company logo - Customer name - Proposal number - Date - Proposal expiration date - Configure the ability to print the "TargetSheet" file in PDF format using the developed template. - Ensure that all data from "TargetSheet" is correctly inserted into the PDF template. Requirements - Use only Google Sheets and built-in functions (IMPORTRANGE, FILTER, and others). - Use Google Apps Script for creating and printing PDFs. - Ensure the system functions correctly and stably. - Provide a user-friendly and understandable interface. - Document the entire setup and usage process of the files so that the end user can easily understand and work with the system. Deadlines - Creating a database of products in "DataSheet" - Importing data and setting up dropdown lists in "TargetSheet" - Implementing data filtering and displaying results - Developing the PDF template and configuring printing 5 days --- If you have any additional requirements or clarifications, please let us know so we can include them in the technical specification.

Proposals 3

Please select

Artem K.

35 0

Budget: 100 EUR Deadline: 2 days

Hello. I have a lot of experience and time to help solve the task. The specification is clear, there may be clarifications during the process. Feel free to contact me.

Oleg Stasiv

107 0

Budget: 120 EUR Deadline: 1 day

Hello..
I will create a macro for automatically selecting the necessary information in the "DataSheet" file, processing it, and generating a commercial proposal...
Or do you need everything to be implemented specifically using the importrange and filter formulas?

Tetyana S.

75 4

Budget: 150 EUR Deadline: 2 days

Good day! I have some experience in this field, so I can perform the assigned task qualitatively.

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