Google Sheets Job Proposal & Tracking Templates
Budget: $30 – $250 USD
We are seeking help converting our legacy proposal system to Google Sheets. Our key deliverables:
1. Sales rep is able to generate a customer proposal from various product lists & generate a PDF for the client to sign. Each product has additional customization and options to select.
2. Proposal will become a more detailed Work Order used to detail the exact products sold
3. The Work Order will be linked to our internal systems for reporting, etc. Either a batch CSV or feed-type linking.
1. Sales rep is able to generate a customer proposal from various product lists & generate a PDF for the client to sign. Each product has additional customization and options to select.
2. Proposal will become a more detailed Work Order used to detail the exact products sold
3. The Work Order will be linked to our internal systems for reporting, etc. Either a batch CSV or feed-type linking.