Automate Fillable PDF Generation Using Excel Data (3-Document Workflow)
Budget: $25 – $50 CAD
Project Overview:
I need a solution to auto-fill three fillable PDF documents using data from a single Excel file. The goal is for a user to enter data into an Excel sheet, and automatically generate the following three documents as part of a client Welcome Package: Welcome Letter, Cash Flow Summary and Transaction Timeline.
Requirements:
Use a fillable PDF form as the output format (not Word)
Read and extract data from a single Excel (.xlsx) input file
Auto-fill all fields in each of the 3 PDFs using matching Excel values
Generate final PDFs, one per client (naming convention preferred, e.g., ClientName_CashFlow.pdf)
Deliverables:
Functional automation script or tool that connects the Excel file to the 3 PDF templates
Populated, downloadable PDF documents
Clear usage instructions or basic UI for re-use by our internal team
Naming convention applied to outputs based on client name or date (if possible)
I look forward to your proposals!
I need a solution to auto-fill three fillable PDF documents using data from a single Excel file. The goal is for a user to enter data into an Excel sheet, and automatically generate the following three documents as part of a client Welcome Package: Welcome Letter, Cash Flow Summary and Transaction Timeline.
Requirements:
Use a fillable PDF form as the output format (not Word)
Read and extract data from a single Excel (.xlsx) input file
Auto-fill all fields in each of the 3 PDFs using matching Excel values
Generate final PDFs, one per client (naming convention preferred, e.g., ClientName_CashFlow.pdf)
Deliverables:
Functional automation script or tool that connects the Excel file to the 3 PDF templates
Populated, downloadable PDF documents
Clear usage instructions or basic UI for re-use by our internal team
Naming convention applied to outputs based on client name or date (if possible)
I look forward to your proposals!
Related categories:
Visual Basic
Data Processing
Excel
PDF
Word
Scripting
Data Extraction
Automation