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Produce Quotes and estimates based on package pricing instantly with professional print outs. produce price sheets for handouts to customers in a cheaply.
With Microsoft Excel, a lot of people waste time doing tasks manually that could be easily automated using Visual Basic. If an employee spends a day or a month preparing a report, you could potentially save your company thousands of dollars (once all overheads are considered), if these processes are automated.
Excel is easy to use, but solving complex problems and automating lengthly tasks effeciently are done best by programming macros and using Visual Basic. This is where I come in.
I do offer Excel consultation and programming with extensive experience in this field.
Mahmoud Khattab—The developer—contact me via this email
Produce Quotes and estimates based on package pricing instantly with professional print outs. produce price sheets for handouts to customers in a cheaply.
Quote_v360.7z (3 MB)
MD5 Checksum: A4A77AC7A2CD2AD68FEB5A5963860ED3
Release Date: Feb 08, 2012
new outputs
show/hide recommendations
Package
Pricing
override
final price
show/hide
amount
Type the entry or click the right mouse button to select from a list.
Add/Remove Recommendation Section
the difference between the real total and the override total
double click the total price to override it (you can also enter the final price in the toolbar). To revert to the original price, just remove the number or type 0.
right click the total price to change the currency
Items flagged with yellow indicate that they were typed directly and
have no match in the database. The asterisk (*) indicates that the item
will be added to the database automatically upon exit or
by the user through data menu > "add marked items to the database"
Delete the asterisk to prevent the item from being
added to the database. Type the asterisk again if
you decided you want it to be included.
— Since this application depends on programming Macros, you must enable Macros when prompted for Security warning. If you disable the Macros, the application will have no way to run.
— It is highly recommended that you close all workbooks that may be running before opening the Quote System.
This application is clean from any viruses or malware. It doesn't collect any information. In fact, this version doesn't connect to the internet. I offer a custom version that allows you to prepare quotations and upload them directly to your website with the look and feel of your website. The custom version is offered for a fee for the effort needed to make it adaptable to your website.
* The quote may come with a sample random data, to erase everything and start from fresh, click on Data menu item, then on the menu that appearse click "Remove sample data"
* Please hover with the mouse over the word "markup %" to see the shortcut keys (F5 to F8) that allow you to change the markup really fast.
Right click the total price (located at the top of the quote in big font), a Format Cell dialog appears.
Yes. For example interior designers can use it to produce quotations and estimates. Doctors and dentists as well, and the list goes
on..
This is applicable only if the total price was overridden. The number displayed represents the difference between the original price and the overridden price.
The colors gives you further information as follows:
If the difference is within 1% of the original amount, the override difference will have a gray background color.
If the difference is more than 1% on the positive side (adding to the total price), the override difference will have a blue background color.
If the difference is more than 1% on the negative side (similar to discount), the override difference will have a red background color.
It is for building quotes whether from stored data or typed directly
It is not an inventory system, nor it is a client management system
Consider the following:
Zero or blank the override amount in the toolbar then hit enter.
No. But there is one exception if the quotation is saved as html, then you can make it any size you want through the use of CSS (cascading style sheets)
The Quotation System does not limit you only to the items you previously added to the database. It is rather flexible by allowing you to add items to the Quotation on the fly. So, Let's say you added an item by typing its name and you gave it a price of 1000. When storing this item, the system looks at the current markup (in the toolbar), and the default markup (in the settings). let's further assume that the current markup is 10%, and the default markup is 24%. To compute the cost: what is the amount that will be 1000 when 10% is added to it (1000/1.1) and that gives us 990.0909. The System will consider this amount to be the cost and will save it along with the default markup, 24% in our example, for a final price of 1127.27. It is recommended that you avoid this silent computation by entering all items first in the database.
To stop the quote from automatically adding new item to the database, erase the asterisk on the yellow marker as follows:
An item's price in the Price List, the search result and the Data Management Form (Data) depends on the markup you gave that particular item. That is useful when you sell an item individually.
In contrast, A Quotation is priced as a package using the markup in the toolbar. To demonstrate, the image below show that the markup of a given quotation is set to 10%. This markup is applied to all items in that Quotation regardless of their individual markup.
WMF and EMF image files give the best result when producing a PDF from a Microsoft Office Application. Windows OS natively uses WMF and the new EMF for images.
Design your logo in a vector based application. The size at 100% zoom should be the size that you intend to place in the header. Export the file to either wmf or emf with high resolution depth. The sample logo that comes with this Quote has a 300dpi raster resolution. PDF files need only 72dpi to achieve clarity on screen at zoom 100%. But given today's large monitors, a PDF - at full screen - opens at 204% zoom on a 24" LCD; which makes the logo blurry if the resolution is 72dpi. With high resolution, the logo will stay crisp whether on screen or on paper. Finally, despite the 300dpi resolution, the resulting PDF is about 100KB; easy to email, print or upload.
In general this feature is intended for future development where sold quotations can be aggregated to produce the net cost and profit for a given period.
Currently, these tags serve only as a reminder.
Yes for a fee. (about 20,000 lines of code). Send an email request if you wish.
Unfortunately there is none. But maybe I'll make some videos.
Having said that, I will be glad to answer any question and consider suggestions.
No catch. My aim is to provided it as a demo to attract customers for programming contracts.
