Advanced Excel VBA Automation for Pricing List
Budget: $30 – $250 USD
Job Title: Excel Expert Needed for Advanced Price List with VBA Automation
Project Overview:
We are looking for an experienced Excel VBA developer to implement advanced functionality and automation into an existing price list spreadsheet. The project involves setting up data validation, creating an interactive user form, protecting the workbook, and developing VBA macros for automation.
Key Responsibilities & Required Features:
1. Interactive Payment & Selection System:
Implement mutually exclusive selection for all specified option groups (Payment Method, Face Thickness, Depths for Standard/Single-Sided boxes, Menu Board Upper Boxes) using data validation (drop-down lists) and/or option buttons.
Ensure that selecting one option automatically disables the others within its group.
2. Dynamic Shipping Options Logic:
Develop logic where:
Selecting "No Shipping" disables all other shipping-related options.
Selecting "LTL Shipping" enables only its specific sub-options (e.g., liftgate, residential delivery) and disables the "No Shipping" option.
3. VBA-Powered Email Automation:
Create a "One-Click Email Order" button.
The macro must automatically generate an email in Outlook that compiles all product selections, customer information, and totals into a clear, professional format.
4. Workbook Protection & User Interface:
Lock and protect all cells that are not highlighted in yellow.
Password-protect the entire worksheet (password will be provided upon hiring).
Use conditional formatting to maintain the visual rule: yellow cells are the only editable fields for users.
5. Invoice Template & Terms Agreement:
Design a professional invoice and payment collection form within Excel, including fields for our company logo, itemized lists, taxes, and totals.
Implement a mandatory "I agree to the Terms and Conditions" checkbox that must be selected before a user can proceed with payment selection.
6. Data Synchronization Across Sheets:
Develop a system (using Excel formulas or VBA) to auto-populate customer information entered on the "Double Sided" sheet into the corresponding fields on all other sheets (e.g., "Single Sided," "Menu Boards").
Additional Important Notes for the Developer:
The sheet contains hidden values (white font) used for internal calculations. These cells must not be modified or deleted.
The layout and core formulas are already established. Your focus is on implementing the functionality, validation, and automation described above.
We welcome suggestions for improving the user experience or functionality during the implementation.
Required Skills & Experience:
Proven expertise in advanced Excel formulas, data validation, and conditional formatting.
Strong proficiency in Excel VBA programming is mandatory.
Experience with automating Outlook emails from Excel is required.
Experience in creating user-friendly, protected, and automated Excel forms/price lists.
Attention to detail to ensure data integrity and a seamless user experience.
Please include in your application:
Examples of similar automated Excel projects you have completed.
Your estimated timeline and total fixed-price quote for this project.
We look forward to reviewing your proposals.
Project Overview:
We are looking for an experienced Excel VBA developer to implement advanced functionality and automation into an existing price list spreadsheet. The project involves setting up data validation, creating an interactive user form, protecting the workbook, and developing VBA macros for automation.
Key Responsibilities & Required Features:
1. Interactive Payment & Selection System:
Implement mutually exclusive selection for all specified option groups (Payment Method, Face Thickness, Depths for Standard/Single-Sided boxes, Menu Board Upper Boxes) using data validation (drop-down lists) and/or option buttons.
Ensure that selecting one option automatically disables the others within its group.
2. Dynamic Shipping Options Logic:
Develop logic where:
Selecting "No Shipping" disables all other shipping-related options.
Selecting "LTL Shipping" enables only its specific sub-options (e.g., liftgate, residential delivery) and disables the "No Shipping" option.
3. VBA-Powered Email Automation:
Create a "One-Click Email Order" button.
The macro must automatically generate an email in Outlook that compiles all product selections, customer information, and totals into a clear, professional format.
4. Workbook Protection & User Interface:
Lock and protect all cells that are not highlighted in yellow.
Password-protect the entire worksheet (password will be provided upon hiring).
Use conditional formatting to maintain the visual rule: yellow cells are the only editable fields for users.
5. Invoice Template & Terms Agreement:
Design a professional invoice and payment collection form within Excel, including fields for our company logo, itemized lists, taxes, and totals.
Implement a mandatory "I agree to the Terms and Conditions" checkbox that must be selected before a user can proceed with payment selection.
6. Data Synchronization Across Sheets:
Develop a system (using Excel formulas or VBA) to auto-populate customer information entered on the "Double Sided" sheet into the corresponding fields on all other sheets (e.g., "Single Sided," "Menu Boards").
Additional Important Notes for the Developer:
The sheet contains hidden values (white font) used for internal calculations. These cells must not be modified or deleted.
The layout and core formulas are already established. Your focus is on implementing the functionality, validation, and automation described above.
We welcome suggestions for improving the user experience or functionality during the implementation.
Required Skills & Experience:
Proven expertise in advanced Excel formulas, data validation, and conditional formatting.
Strong proficiency in Excel VBA programming is mandatory.
Experience with automating Outlook emails from Excel is required.
Experience in creating user-friendly, protected, and automated Excel forms/price lists.
Attention to detail to ensure data integrity and a seamless user experience.
Please include in your application:
Examples of similar automated Excel projects you have completed.
Your estimated timeline and total fixed-price quote for this project.
We look forward to reviewing your proposals.