How To Create An Automated Proposal & Quote Generator In Excel + FREE Download

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  • Опубликовано: 19 сен 2024

Комментарии • 89

  • @ExcelForFreelancers
    @ExcelForFreelancers  4 месяца назад

    📅Excel Calendar Pro: Your Solution to Stress-Free Scheduling 👉 rebrand.ly/CalendarPro_PinnedComm

  • @ZataarW
    @ZataarW Год назад +4

    I feel it's inappropriate for me to watch this Incredible tutorial video as well as all your tutorial videos without commenting with a word of thanks for your unique effort.
    I wanna say thank you so much 🙏🏻

  • @cassidylewis2621
    @cassidylewis2621 Год назад +2

    Love the video. Maybe next time, you can build a student hub where students can keep a DB of their courses, assessments, calculate grades and current GPA, as well as class and exam schedules.

    • @ExcelForFreelancers
      @ExcelForFreelancers  Год назад +1

      Hi and thanks so much, please check out our School Management series in which I show you how you can create your own Excel applications, from scratch, in an amazing series right here: bit.ly/SchoolManagerSeries
      I hope this helps and thanks so much.

  • @kevinspaeth5895
    @kevinspaeth5895 Год назад +1

    I like the video! There is a ton of information in this video. How about the following for enhancements? Take the estimate/proposal and turn it into an invoice? How about a Forward/Backward button to scroll through the Proposals? How about a report on all open Proposals?

    • @ExcelForFreelancers
      @ExcelForFreelancers  Год назад

      Hi Kevin, thanks so much. I have a lot of those features in my Mini-Accounting application here: ruclips.net/video/itHilzsUHck/видео.html
      Thank you for your Likes, Shares & Comments. It really helps.

    • @ExcelForFreelancers
      @ExcelForFreelancers  Год назад

      I also add features, suggested by you, on my Patreon platform here: www.patreon.com/ExcelForFreelancers
      I hope this helps and thanks so much.

  • @alanpowell24
    @alanpowell24 Год назад +1

    You are AMAZING Randy - I just wish I could keep up with you...............

    • @ExcelForFreelancers
      @ExcelForFreelancers  Год назад

      Thanks so much Alan, I will try to slow down a bit, and also feel free to watch these videos as often as you like. The repetition will help.
      Also many of the programming I do is also the same when it comes to saving and loading records, so that repetition will also help.
      Thank you for your Likes, Shares & Comments. It really helps.

  • @christiannikola904
    @christiannikola904 Год назад +1

    Excellent Videos. I love your content. could you please make at least one video how you plan and layout your Sheets in your preparatory work?

    • @ExcelForFreelancers
      @ExcelForFreelancers  Год назад +1

      HI yes certainly i will Christian, Please see some of my 'From Scratch' videos as well.
      Thank you for your Likes, Shares & Comments. It really helps.

  • @mohammedabdelkader1736
    @mohammedabdelkader1736 Год назад +1

    I follow Your Excellency sometimes and thank you for the wonderful work you have done.
    Can you design multi-page dynamic quotations ..
    thank you ..

    • @ExcelForFreelancers
      @ExcelForFreelancers  Год назад

      Hi and thanks so much. I do have a multi-page training here: ruclips.net/video/eF678YvQ93g/видео.html
      Feel free to apply that to this one as well.
      I hope this helps and thanks so much.

  • @jeleeloladimeji7286
    @jeleeloladimeji7286 Год назад +2

    Great video as always. Thanks Randy!

  • @azizullahkhanAzad
    @azizullahkhanAzad Год назад +2

    Great Ideas Sir. Thanks You So Much

    • @ExcelForFreelancers
      @ExcelForFreelancers  Год назад

      Thank you for your Likes, Shares & Comments. It really helps Aziz.

  • @ianrobertson5128
    @ianrobertson5128 Год назад +2

    Great Videos! However, I have an Apple Mac with Office 365. Do your Spreadsheets work for the latest Mac version?

    • @ExcelForFreelancers
      @ExcelForFreelancers  Год назад

      Hi Ian, thanks so much. For the most part yet, however they may require small customizations with file and folder pickers.
      You can just make those adjustments with the details found here: www.macexcel.com/
      I hope this helps and thanks so much.

  • @Ferdster102100
    @Ferdster102100 8 месяцев назад +2

    Terrific content. Thanks

  • @DUNCANMOETIPULE
    @DUNCANMOETIPULE Год назад +1

    LOVE THE VIDEOS.....SIR HOW DO YOU ADD MORE COLUMNS ON PAYMENT SCHEDULE?

    • @ExcelForFreelancers
      @ExcelForFreelancers  Год назад +1

      HI and thanks so much. Adding columns can be done of course, however it requires changes to the VBA Code, Conditional Formatting and formulas so it would not be easy to explain that in a RUclips comment If you would like help with this, I would be happy to refer this out to a qualified developer. Can you please email me all of your specifications in a detailed scope and I can forward it to a developer? Randy@ExcelForFreelancers.com
      Thanks so much.

  • @benosborne413
    @benosborne413 4 месяца назад +1

    Great training. I have changed all $ to R. As soon as I load the Payment schedule it displays $ again on the proposal. How can i change it to R?

    • @ExcelForFreelancers
      @ExcelForFreelancers  4 месяца назад

      Hi and thanks. you will want to make sure to change the cell formats within the database as well. I hope this helps and thanks so much.

  • @bestscenes1469
    @bestscenes1469 Год назад +2

    Great Ideas. Always Awesome. An Amazing tutorial it will be

  • @dudeb5610
    @dudeb5610 Год назад +1

    Excellent tutorial. I'm new to your channel and have been watching few of your videos in my free time.
    I was just wondering if you can make a Monthly Liquidation report generator for a monthly School Budget? Thanks.

    • @ExcelForFreelancers
      @ExcelForFreelancers  Год назад

      Hi and thanks so much. I am glad you enjoy the training. I will add the report to my list however feel free to check out my School Management series in which I show you how you can create your own Excel applications, from scratch, in an amazing series right here: bit.ly/SchoolManagerSeries
      I hope this helps and thanks so much.

  • @taimoorfiaz_analayst
    @taimoorfiaz_analayst Год назад +1

    Love this video Big fan of yours just want to ask you one thing is MS Access is better than Excel for creating Applications.
    And what is your advice about learning Ms Access.
    Waiting for your Reply.
    Please Respond.

    • @ExcelForFreelancers
      @ExcelForFreelancers  Год назад +1

      Hi and thanks very much, MS Access is a good application however Microsoft has not updated this enough in many years, and most people are not using it. On the other hand, Excel is as popular than ever, so we develop applications in Excel because that is what people are happy to use.
      I hope this helps and thanks so much.

  • @federicogiannelli4129
    @federicogiannelli4129 Год назад +2

    Love it, That's a really great idea

  • @rickymitchell3598
    @rickymitchell3598 7 месяцев назад +1

    This is a fantastic app for excel and exactly what I am looking for. Is this Automatic proposal included in one of the packages you sell? I sure hope so. Thanks Randy!!

    • @ExcelForFreelancers
      @ExcelForFreelancers  7 месяцев назад

      Yes for sure, if you would like to support my work, you can have it as part of the 300 workbook package here: bit.ly/300WkBks_Randy
      If you just want this template only, you can download it for free from the link in the description under the word DOWNLOAD
      I hope this helps and thanks so much.

    • @rickymitchell3598
      @rickymitchell3598 7 месяцев назад +1

      Hi Randy,
      I have one more question before I can decide to buy the three hundred package. Does the Proposal and Quote generator come with the "Save as PDF" and "Email Proposal" buttons already working, or is that something that has not been developed as of yet?

    • @ExcelForFreelancers
      @ExcelForFreelancers  7 месяцев назад

      Hi Ricky, thanks for your comments. The templates within the videos are exactly the same as the ones in the package. I did these a long time ago so i am not sure of the features on each one of them, however you can download any single template for free, which contains some ads, but has the same functionality as those in the 300 pack.
      I hope this helps and thanks so much.

  • @SyedMuzammilMahasanShahi
    @SyedMuzammilMahasanShahi Год назад +1

    Thanks for the share Randy. That's awesome.

  • @mariocesena2277
    @mariocesena2277 7 месяцев назад +1

    Amazing content! I would like to know if it's possible to make it a multiple page proposal? Thanks!

    • @ExcelForFreelancers
      @ExcelForFreelancers  7 месяцев назад

      Hi and thanks. Yes for sure. I show you how to do this in this Multi-Page Invoice training here: ruclips.net/video/ITLmYf-FtLo/видео.html
      I hope this helps and thanks so much.

  • @greaterhoustonpublicnotary3723
    @greaterhoustonpublicnotary3723 Год назад +1

    Thanks for the Video! wondering if there is a download link available with the specific template used in this video to follow alongside the tutorial?

    • @ExcelForFreelancers
      @ExcelForFreelancers  Год назад

      Hi and thanks so much, you can download this file using the links in the description above with either your email or Facebook Messenger. I hope this helps and thanks.

  • @alexandergarcia7933
    @alexandergarcia7933 Год назад +1

    Randy, do you think this proposal generator could be used for creating Taylor resumes based on a master resume?

    • @ExcelForFreelancers
      @ExcelForFreelancers  Год назад

      Yes certainly it could do that as well. Also feel free to check out my Job Manager with Resume & Cover Letter Builder Here: ruclips.net/video/GYZO9ya-usw/видео.html
      I hope this helps and thanks so much.

  • @user-tc1qk6ol4x
    @user-tc1qk6ol4x 11 месяцев назад +1

    Great video. Can buy individual workbooks or are they only available as a bundle? I was looking to build something like this for personal use.

    • @ExcelForFreelancers
      @ExcelForFreelancers  11 месяцев назад

      Hi and thanks so much. If you need just one, you are welcome to download it for free using the links in the RUclips description under the word DOWNLOAD.
      I hope this helps and thanks so much.

  • @osamasaid8476
    @osamasaid8476 Год назад +2

    you are professional

  • @robwin0072
    @robwin0072 Год назад +2

    1:43:18 I have joined late. Will this session be available on RUclips for viewing from the beginning?

    • @ExcelForFreelancers
      @ExcelForFreelancers  Год назад +1

      Hi and thanks so much. Yes this lesson will always be available and you can come back anytime and watch it

  • @maayanlibman9042
    @maayanlibman9042 9 месяцев назад +1

    Hi! I would like to learn how to create almost the exact application. i know very basic excel but currently learned VBA basics. (loops, if then, msgbox, inputbox etc.)
    I wish to be able to create dashboards such as this one, will I be able to do that after completing only the "The Ultimate Excel VBA Course"? Am about to purchase but I don't want to follow a program that either I already know or that will bring me to deferent knowledge than what is needed :)
    thank you!

    • @ExcelForFreelancers
      @ExcelForFreelancers  9 месяцев назад

      Hi and thanks very much for your message. The Ultimate Excel VBA Course will certainly help you with a lot more fundamentals then just the (loops, if then, msgbox, inputbox etc.)
      Once you complete the course, then watch this video and download this template, you will have all of the fundamentals to build an application like this.
      FYI: I do have a Black Friday promotion running for the next day so now is a great time to save 50%
      I hope this helps and thanks so much.

  • @eitujnamron
    @eitujnamron Год назад +1

    Wow another awesome template. I can't believe this is possible in excel haha. I became interested in learning about excel after watching your videos Btw is it possible that the preview section of the proposal becomes a simple editable box where I can just copy the genertaed data/information and paste on word doc. I'm thinking of using this as a documentation tool wherein I have several templates that I use for documentation purposes. Data on the template have variable input that needs to be updated for every case. Is this possible using your excel template?

    • @ExcelForFreelancers
      @ExcelForFreelancers  Год назад

      Hi and thanks so much. I am glad you liked the training. Yes, in this training the Word documents can be embedded as objects and are fully editable, as Word documents, inside Excel. You can download this file using the links in the description under the word DOWNLOAD. I hope this helps and thanks.

  • @aolivei3
    @aolivei3 Год назад +1

    Hi Randy, I'm curious to know how much you would charge a client to build a tool such as this? How would you price it?

    • @ExcelForFreelancers
      @ExcelForFreelancers  Год назад

      HI there, thanks for the information. There is no doubt we can help you with customizing this template, however, I am unable to take on any projects I would be happy to refer this out to a qualified developer. Can you please email me all your specifications in a detailed scope so I can forward it to a developer? Randy@ExcelForFreelancers.com
      Thanks so much.

    • @aolivei3
      @aolivei3 Год назад +1

      @@ExcelForFreelancers Just sent you an email Randy. Thanks much.

  • @jatinnandwani6678
    @jatinnandwani6678 Год назад +1

    Thanks so much

  • @niallphillips2804
    @niallphillips2804 5 месяцев назад +1

    Hi, I cant find the link to download this template. Can you repost it? Many Thanks

    • @ExcelForFreelancers
      @ExcelForFreelancers  5 месяцев назад

      Hi and thanks very much. I have checked and the link is there. Please check the link under
      "DOWNLOAD THIS WEEKS WORKBOOK FREE"
      I hope this helps and thanks so much.

  • @nondies1980
    @nondies1980 Год назад +1

    Hello Sir, I am not an excel guru but I purchased your workbook so as I may be able to just work with a completed excel spreadsheet. I purchased the $127 bundle. Please advise if I am able to use them as I have hit a snag and they are not working. Thanks for all you do

    • @ExcelForFreelancers
      @ExcelForFreelancers  Год назад

      Hi and thanks Manny, you are welcome to use them however you like as well as customize and secure them for your own requirements. Please keep in mind that these are templates, and if you need any help you can post your questions in our Excel For Freelancers Facebook Group here: bit.ly/groupexcel
      We have 50,000 Members who would love to help you with this.
      If you need a customized version or you want help fixing any issues, I can also refer you to a developer to help you wit that- Randy@ExcelForFreelancers.com
      I hope this helps and thanks so much.

  • @fbvietnam3806
    @fbvietnam3806 Год назад +1

    Hello Sir i can find this file in 250 workbook can you give the name of file

    • @ExcelForFreelancers
      @ExcelForFreelancers  Год назад

      HI and thanks very much. This is not part of the 250 workbook however it will be part of the 300 workbook new sale we have coming on the 20th of this month.
      Thank you for your Likes, Shares & Comments. It really helps.

    • @fbvietnam3806
      @fbvietnam3806 Год назад +1

      @@ExcelForFreelancers i just buy 250 workbook today .

    • @ExcelForFreelancers
      @ExcelForFreelancers  Год назад +1

      Thank you so very much, I really appreciate that. In just 2 weeks i will send you an email for the upgrade. I will make sure to make it very cheap to upgrade to the 300 workbook and it will also have some special bonuses in it as well. Thanks again for your continued support

  • @hammeedabdo.82
    @hammeedabdo.82 Год назад +1

    How can I make a cell or row expand and contract automatically, just by clicking on the cell or row?

    • @ExcelForFreelancers
      @ExcelForFreelancers  Год назад

      HI and thanks, you can try this training here: ruclips.net/video/3XDy2GhGLPQ/видео.html
      I hope this helps and thanks so much.

  • @pak-parrots-farm
    @pak-parrots-farm Год назад +2

    Great

  • @numanahmadsiddiki7785
    @numanahmadsiddiki7785 Год назад +2

    Waiting Sir

  • @BasedPrime
    @BasedPrime Год назад +1

    im trying to follow the video by typing the formulas but i feel like theres some steps missing is there another video to this one ?

    • @ExcelForFreelancers
      @ExcelForFreelancers  Год назад

      Hi and thanks. This is the only video on this. You are welcome to download the template for free, using the links in the description. If you run into any bugs or issues, feel free to upload your detailed question, and screenshots, in our Excel For Freelancers Facebook Group here: bit.ly/groupexcel
      We have 60,000 Members who would love to help you with this. Thanks so much.

  • @guillermohernandez-trejo9045
    @guillermohernandez-trejo9045 Год назад +1

    Do you have a DVD Collection Application?

    • @ExcelForFreelancers
      @ExcelForFreelancers  Год назад

      Hi and thanks, I do not, however you can customize my Document Manager template to fit your needs here: ruclips.net/video/4gIqZvR7RJo/видео.html
      I hope this helps and thanks so much.

    • @ExcelForFreelancers
      @ExcelForFreelancers  Год назад

      Hi and thanks for the nice idea. I will be sharing this template and training next Tuesday, August 22nd on my channel for Collectors to manage their collections

    • @ExcelForFreelancers
      @ExcelForFreelancers  Год назад

      Hi and thanks the training is now out here: ruclips.net/video/lS-1cbiNbYg/видео.html

  • @stephenneves2281
    @stephenneves2281 Год назад

    Any chance you want to help me fix the version I downloaded? I broke it and am struggling with VBA.

    • @ExcelForFreelancers
      @ExcelForFreelancers  Год назад

      HI and thanks for your message. SInce I am unable to offer one on one help, you could download a new version or perhaps get specific help in our Excel For Freelancers Facebook Group here: bit.ly/groupexcel
      We have 60,000 Members who would love to help you with this. Thanks so much.

  • @slminc
    @slminc Год назад +2

    🕺🕺🕺🕺

  • @srinjoymukherjee1235
    @srinjoymukherjee1235 Год назад +1

    I need to create how to contact you

    • @ExcelForFreelancers
      @ExcelForFreelancers  Год назад +1

      HI and thanks you can contact me via the following email address Randy@ExcelForFreelancers.com
      I hope this helps and thanks so much.