Create a document "Commercial Proposal" in the CRM Uspacy

Budget: 27000 UAH Deadline: 10 days

The benchmark for the first stage is from 28,000 UAH and 7-10 working days if we are generating a quote linked to the Agreement, selecting nomenclature, recalculating currencies into UAH, applying discounts, summarizing with VAT, creating a PDF, and assigning a unique number. I will confirm exactly after reviewing the Excel or PDF example and checking the capabilities of Uspacy in your specific plan =)

We have relevant experience in CRM and business automation
> https://business.ingello.com/forma-crm - CRM logic, documents, sales processes
> https://business.ingello.com/forma-bpm - business process automation and approvals
> https://business.ingello.com/iks - corporate system with accounting and more complex logic

I would approach this not just as a document template, but as a proper mini-module for quotes - a source of items from the catalog, currency exchange rate rules, discounts, PDF generation, saving to Google Drive or Uspacy, linking to the Agreement, document number, and preparation for the next step - Invoice for payment with the same items.

What I will need from you
> Excel and PDF examples
> access to Uspacy or a test space
> understanding of where the exchange rate should reside - automatically from the source or manually from the manager

I would like to clarify 2 points
> Uspacy already has a catalog of goods with currencies, guarantees, availability, and links to documentation
> PDFs need to be sent through Uspacy's standard channels or is it sufficient to generate a file and link for the manager

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Budget: 27000 UAH Deadline: 15 days

Hello!

I have reviewed the task, the objective is clear, and all points are logical.

Regarding time and cost:
The full implementation cycle (catalog, multi-currency, discounts, numbering, connection with the agreement, PDF, sending to channels) will take approximately 15-21 working days, with a cost of $600-1000 depending on the capabilities of the API.

I would also be happy to discuss the format of ongoing collaboration for the future, as you mentioned you are looking for someone on a regular basis - this is well-suited for further refinements and the invoice you already mentioned.

I suggest we discuss the details in private messages.

Budget: 27000 UAH Deadline: 12 days

We have an almost ready similar solution for generating commercial documents in CRM, which can be quickly adapted to Uspacy, and we can discuss the details here - I'm available ))

I estimate the first stage at 45,000 UAH and 12 working days.

In this stage, I include a commercial proposal document with products from the catalog, currency conversion EUR/USD/UAH to UAH, discounts, a summary with VAT, a unique number, a link to the agreement, a manager's comment, logos, and the formation of a PDF or a link to Google Drive.

It is also worth checking whether Uspacy allows adding a document to the general search by unique number through standard fields or API - this is a nuance, as it affects the technical path.

The question is - do you have test access to Uspacy with rights to the catalog, agreements, documents, and API?

The second question - should the interbank exchange rate + 1% be pulled automatically from a specific source, or is it sufficient for the manager to manually specify the rate before generation?

From you, I need an example Excel/PDF, numbering rules, logos, catalog structure, discount rules, and the desired file storage format in Google Drive.

- https://business.ingello.com/forma-crm - a close case on CRM logic, documents, and business processes
- https://business.ingello.com/platforma - an example of a complex corporate platform with roles, data, and automation
- https://business.ingello.com/eva - relevant to product logic, catalogs, and retail processes

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