Excel and PowerPoint Automation Expert Needed

Microsoft 365 Excel & PowerPoint Automation Specialist
Build a Premium Rate Proposal SystemProject Summary
A growing rental company is seeking an experienced Microsoft 365 developer with strong Excel automation and PowerPoint design skills to complete a premium Rate Proposal Production System. The architecture, workflow, branding direction and workbook design have already been completed. The successful freelancer will productionize the existing design into a polished, repeatable business system.
Project Goal
• Maintain one Master Equipment Database.
• Generate customer-specific rate proposals in minutes.
• Automatically produce a polished PowerPoint presentation.
• Export a professional PDF suitable for customer submission.
• Create a scalable solution that becomes the company's standard proposal platform.
Existing Material Provided
• Draft Excel workbook
• Workbook architecture
• Equipment catalogue
• Rate structure
• Brand Board
• Customer logo examples
• First Nations partner logo examples
• One sample proposal image showing the desired design direction-very rough
• Ongoing feedback during development
Scope of Work
1. Production Excel Workbook
• Finalize and polish the workbook.
• Professional formatting and spacing.
• Print setup and page layouts.
• Formula review and optimization.
• Data validation.
• Protection where appropriate.
• Production-ready workbook architecture.
Workbook Structure
• Tab 1 – Catalogue Information
• Tab 2 – Master Equipment Database
• Tab 3 – Customer Catalogue Export
2. Customer Catalogue Export
• Include only selected equipment.
• Apply optional section discounts.
• Remove blank rows.
• Generate a clean presentation-ready dataset.
• Serve as the only data source for PowerPoint.
3. Premium PowerPoint Design
The PowerPoint is as important as the Excel workbook. The objective is to establish a premium visual identity for major customer opportunities.
• Large centred company stacked logo
• Premium use of white space
• Modern executive-quality layout
• Consistent typography
• Professional pricing tables
• Strong visual hierarchy
• Exact margins and spacing
• Consistent logo sizing
• Section header standards
• Footer and page numbering
• Master slide layouts
• Presentation quality comparable to a professional design agency
4. Images & Branding
• Automatically incorporate company logo.
• Automatically incorporate customer logo.
• Automatically incorporate First Nations partner logo when applicable.
• Use professional equipment photography organized by equipment category.
5. Microsoft 365 Integration
• Microsoft 365
• SharePoint
• Power Automate
Deliverables
• Production-quality Excel workbook
• Customer Catalogue Export
• Production-quality PowerPoint template
• PowerPoint automation (if included in proposed approach)
• Documentation
• All source files
• Final testing and quality assurance
Timeline
Project Start: Immediately
Target Completion: 3 calendar days

Please confirm that you have sufficient availability to dedicate to this project.
Proposal Requirements
• Provide 2–3 examples of similar Excel, PowerPoint or Microsoft 365 automation projects you have personally completed.
• Provide a fixed-price quotation.
• Confirm that all source files (Excel, PowerPoint, Office Scripts/VBA, Power Automate flows, templates and supporting assets) will be delivered.
• Confirm that you will provide a 30–60 minute handover session.
• Confirm that you can complete the project within three calendar days.
Opportunity for Future Work
The successful freelancer may be invited to continue supporting future enhancements, including additional proposal templates, SharePoint improvements, Power Automate workflows and broader Microsoft 365 automation initiatives.
Success Criteria
1. Enter customer information.
2. Select equipment to include.
3. Apply optional section discounts.
4. Generate a clean customer catalogue.
5. Produce a professional PowerPoint presentation.
6. Export a polished PDF proposal in minutes.