document/email generator
Budget: $30 – $250 USD
I send out emails on a regular basis that contain:
- an email text detailing that the account owes money and the amount of the outstanding balance. The body of the text is versatile and can be altered easily
- the amount that is owed is derived from a separate excel document (STATEMENT REPORT-see A and B).
- a copy of the statement (amount owed and transaction history) is attached as a PDF that is generated from a separate document (STATEMENTS-see E and F). The original document is generated as a Word document and converted into a PDF
- the email address, and salutation (Mr. / Ms. / Dr.) of the recipient (account) is derived from a different excel spreadsheet (PATIENT LIST-see C and D)
- The emails are sent (either in bulk or individually-my choice at the time) through outlook. I select which Outlook account I wish to use at the time
- I assign a unique email title for each mailing (e.g., A Statement of Your Account, or, Your Account Balance...)
EMAIL: (see G and I)
(a) is sent from Outlook. Which Outlook account is used can be selected from the email accounts in my Outlook Desktop App.
(b) has a flexible email text (body). I can change the text as I choose, and I can include fields from the Excel sheet that I choose (e.g., First Name, Last Name, Address, Amount owed, how long the amount is unpaid (30 days, 60 days, etc.)
(c) attaches a unique statement as a PDF to that account's email. Every account and corresponding PDF are linked by an ACCOUNT NUMBER. The PDF must be generated from a different excel document and have the account number in its title so that it can be linked with the appropriate recipient.
(d) the emails can be uploaded into Outlook and programmed to be sent at a specified time and date, or immediately, at the sender's choice
(e) an option to receive a 'read receipt' should be available in the program.
(f) a report of SENT EMAILS, and EMAILS NOT SENT should be generated identifying accounts either missing email addresses or with faulty addresses
(g) The option to selectively generate standard letters rather than or in addition to emails should be available.
PDF: (see E and F)
(a) the PDF is converted from a statement that is originated as a Word (.rtf) document) [I cannot show the .rtf due to confidentiality)
(b) the system must take this Word document consisting of various statements (some are one page, some are several pages) and convert it into a PDF. (see E)
(c) It must then 'extract' the individual PDF's as separate files identifiable on the basis of the account numbers. The ACCOUNT numbers must be discoverable by the program to link the PDF with the emails
EMAIL ADDRESSES: (see C and D)
(a) the email address for each account is NOT contained on the STATEMENT REPORT (I am not certain why). The email addresses must be indexed and matched by account numbers from the PATIENT LIST (see C)
(b) a report of invalid or missing email addresses must be generated at the end of the process.
STATEMENT REPORT: (see A and B)
(a) The statement report is generated as an excel sheet, but the name of the account, his address and account number exist in a single cell. This data must be automatically parsed and incorporated into the email.
(b) The report contains the amount that is owed and the time period since it was first due (current, 30 days, 60 days, 90 days or >120 days)
(c) This amount, and if I choose at the time, the time period since it was first due, can be incorporated into the body of the email.
(d) one column of the statement report may contain comments that are added on. These comments can be incorporated into the email text.
I am not sure if everything is quite clear. I will be pleased to answer any questions. Please do NOT propose a cost of the project and then negotiate. Make your proposal genuine. I will reject any attempts to renegotiate the cost beyond the initial proposal.
This project MUST be completed within one week.
- an email text detailing that the account owes money and the amount of the outstanding balance. The body of the text is versatile and can be altered easily
- the amount that is owed is derived from a separate excel document (STATEMENT REPORT-see A and B).
- a copy of the statement (amount owed and transaction history) is attached as a PDF that is generated from a separate document (STATEMENTS-see E and F). The original document is generated as a Word document and converted into a PDF
- the email address, and salutation (Mr. / Ms. / Dr.) of the recipient (account) is derived from a different excel spreadsheet (PATIENT LIST-see C and D)
- The emails are sent (either in bulk or individually-my choice at the time) through outlook. I select which Outlook account I wish to use at the time
- I assign a unique email title for each mailing (e.g., A Statement of Your Account, or, Your Account Balance...)
EMAIL: (see G and I)
(a) is sent from Outlook. Which Outlook account is used can be selected from the email accounts in my Outlook Desktop App.
(b) has a flexible email text (body). I can change the text as I choose, and I can include fields from the Excel sheet that I choose (e.g., First Name, Last Name, Address, Amount owed, how long the amount is unpaid (30 days, 60 days, etc.)
(c) attaches a unique statement as a PDF to that account's email. Every account and corresponding PDF are linked by an ACCOUNT NUMBER. The PDF must be generated from a different excel document and have the account number in its title so that it can be linked with the appropriate recipient.
(d) the emails can be uploaded into Outlook and programmed to be sent at a specified time and date, or immediately, at the sender's choice
(e) an option to receive a 'read receipt' should be available in the program.
(f) a report of SENT EMAILS, and EMAILS NOT SENT should be generated identifying accounts either missing email addresses or with faulty addresses
(g) The option to selectively generate standard letters rather than or in addition to emails should be available.
PDF: (see E and F)
(a) the PDF is converted from a statement that is originated as a Word (.rtf) document) [I cannot show the .rtf due to confidentiality)
(b) the system must take this Word document consisting of various statements (some are one page, some are several pages) and convert it into a PDF. (see E)
(c) It must then 'extract' the individual PDF's as separate files identifiable on the basis of the account numbers. The ACCOUNT numbers must be discoverable by the program to link the PDF with the emails
EMAIL ADDRESSES: (see C and D)
(a) the email address for each account is NOT contained on the STATEMENT REPORT (I am not certain why). The email addresses must be indexed and matched by account numbers from the PATIENT LIST (see C)
(b) a report of invalid or missing email addresses must be generated at the end of the process.
STATEMENT REPORT: (see A and B)
(a) The statement report is generated as an excel sheet, but the name of the account, his address and account number exist in a single cell. This data must be automatically parsed and incorporated into the email.
(b) The report contains the amount that is owed and the time period since it was first due (current, 30 days, 60 days, 90 days or >120 days)
(c) This amount, and if I choose at the time, the time period since it was first due, can be incorporated into the body of the email.
(d) one column of the statement report may contain comments that are added on. These comments can be incorporated into the email text.
I am not sure if everything is quite clear. I will be pleased to answer any questions. Please do NOT propose a cost of the project and then negotiate. Make your proposal genuine. I will reject any attempts to renegotiate the cost beyond the initial proposal.
This project MUST be completed within one week.