statement generator desktop app
Budget: $30 – $250 USD
I would like to create a desktop app that can combine data extracted from two Excel spreadsheets
1. email addresses from one [STATEMENT REPORT] and
2. name, addresses and money due from the second [PATIENT LIST].
(I have attached one-line samples of each)
It will then generate emails (through Outlook) to each party listed on the primary spreadsheet that includes in the body of a letter with their
1. Name (Salutation / First / Last)
2. Address and
3. Amount owed.
(see attached sample)
** It will also attach a pdf [STATEMENTS] that corresponds to that patient's statement (see attached)
Each patient has a unique identifier [ACCOUNT NUMBER] in each document by which to associate them.
When the emails have been prepared the program will present a list of the recipients with the option to check off any that should not be sent or to send to exclusively.
When all selections are made, the program will generate and send the emails automatically.
There is the option for:
- delayed delivery (set time and date)
- request read receipts
- to select from which email address to send the emails (I have several outlook accounts)
Ideally, I would like this app to be able to handle different spreadsheets and create different letters rather than just statements.
To do this It would need to:
1. be able to allow me to specify the desired column header on each spreadsheet that is to be applied, and
2. to allow me to vary the letter that is in the body of the email, and
3. to insert the desired column header in the appropriate spots (i.e., a mail merge) of the letter
4. to change the attachment (PDF) or to have no attachment at all
Please quote me your GENUINE proposal, I do not want to negotiate after the fact.
Please be realistic regarding the time to completion.
I HAVE ATTACHED THIS DESCRIPTION IN A WORD DOCUMENT IN CASE IT IS CLEARER
1. email addresses from one [STATEMENT REPORT] and
2. name, addresses and money due from the second [PATIENT LIST].
(I have attached one-line samples of each)
It will then generate emails (through Outlook) to each party listed on the primary spreadsheet that includes in the body of a letter with their
1. Name (Salutation / First / Last)
2. Address and
3. Amount owed.
(see attached sample)
** It will also attach a pdf [STATEMENTS] that corresponds to that patient's statement (see attached)
Each patient has a unique identifier [ACCOUNT NUMBER] in each document by which to associate them.
When the emails have been prepared the program will present a list of the recipients with the option to check off any that should not be sent or to send to exclusively.
When all selections are made, the program will generate and send the emails automatically.
There is the option for:
- delayed delivery (set time and date)
- request read receipts
- to select from which email address to send the emails (I have several outlook accounts)
Ideally, I would like this app to be able to handle different spreadsheets and create different letters rather than just statements.
To do this It would need to:
1. be able to allow me to specify the desired column header on each spreadsheet that is to be applied, and
2. to allow me to vary the letter that is in the body of the email, and
3. to insert the desired column header in the appropriate spots (i.e., a mail merge) of the letter
4. to change the attachment (PDF) or to have no attachment at all
Please quote me your GENUINE proposal, I do not want to negotiate after the fact.
Please be realistic regarding the time to completion.
I HAVE ATTACHED THIS DESCRIPTION IN A WORD DOCUMENT IN CASE IT IS CLEARER