Customized ERP-PDF Review Sales Assistant Tool

$700-2500 CAD

Închis

Data postării: 5 luni în urmă

$700-2500 CAD

Plata la predare

Sales Assistant Tool – Project Brief Goal This tool checks sales quotes before they go to operations and installers. Sales staff sometimes miss parts or details. Operations spends hours fixing these mistakes. Installers sometimes don’t get clear information. The tool should: Review sales quotes (PDFs from ERP). Confirm the right parts are included. Check that the right unit size and type was sold. Flag missing add-ons or non-standard items. Create a short, clear job packet for installers. The system must be easy to update later. New rules and checklists must be added without rebuilding everything. Current Workflow Sales creates quote in ERP → exports as PDF. PDFs are stored in SharePoint. Photos also stored in SharePoint. Once quote becomes a sales order, it goes to operations. Operations manager checks the quote against manuals and photos. Installers get a PDF job packet through the calendar system. Weekly meetings are used to catch errors. Problems Today Add-ons (TV brackets, vent kits) are often forgotten. Wrong unit size or type is sometimes sold. Installers don’t always know: Where the unit should go. Where venting goes. Who does gas, electrical, framing. Operations reviews every job manually. This takes a lot of time. Volume 4–5 sales reps. Each creates about 2 quotes per day (~8–10 total per day). Seasonality per rep: Busy season: ~60 quotes/month. Slow season: ~35 quotes/month. Installer Needs Installers need clear, short job packets that show: Where the unit will sit. Where the vent will go. Who does which tasks (gas, electrical, framing). That the right unit size/model and all parts are included. What the Tool Must Do (Version 1) Read exported PDF quotes. Confirm correct parts (venting kits, chimney). Check correct unit type and size. Flag missing add-ons and non-standard requirements. Match to rules/checklists from manuals. Later Versions Real-time feedback to sales before sending quotes. Use photos to check site conditions. Digitize installer forms (replace PDFs). Knowledge base organized by unit model. Constraints ERP has limited API → start with PDF review. Files stored in SharePoint (quotes, photos, drawings). Output must be a short, installer-friendly packet. Sample Documents to Be Provided You will get sample files to help build the tool: Sales Order – PDF Quote – Excel/PDF formats Product Manual – PDF Level 1 Discovery Template – Excel Operations Checklist – PDF Gas Unit Installation Pre+Post Checklist – PDF What to Include in Your Proposal Your approach/architecture. How you would read and check PDF data. Timeline. Cost estimate. Risks or assumptions. What other information you need to complete scoping. !###NOTE###! – Do not ask about what our budget is or how much to pay. You must give us your estimate. Also you MUST answer ALL questions in What to Include in Your Proposal or we will not reply back to your proposal. Thank you.

Database Administration

Python

n8n

ID-ul proiectului: 39843779

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122 propuneri

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Activ: 4 luni în urmă

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122 freelanceri plasează o ofertă medie de $1.625 CAD pentru proiect

@AwaisChaudhry

Hello, I understand you need a Sales Assistant Tool to streamline the review of sales quotes. This tool will read exported PDFs from your ERP system, ensuring that every quote is accurate and complete before reaching the operations team. My approach involves using automation to read PDF data, checking for correct parts and unit specifications, and flagging any missing elements. The objective is to create concise job packets that installers can easily follow, reducing time spent on manual checks and improving efficiency. I propose to develop a system that can be easily updated with new rules and checklists, addressing the constraints of your current ERP API. I anticipate a timeline of around 6-8 weeks for the initial version, with an estimated cost of 2000 CAD. Risks may include adaptation to your specific SharePoint setup, and I may need feedback on the current PDF structures and any existing documentation you have for smoother integration. What specific challenges do your sales reps face when creating quotes that this tool should address? Thanks, Muhammad Awais

$2.500 CAD în 22 zile

5,0

(48 recenzii)

8,3

@ZohaibRoy

⭐⭐⭐⭐⭐ Create an Efficient Sales Assistant Tool for Accurate Quotes ❇️ Hi My Friend, I hope you're doing well. I've reviewed your project requirements and see you are looking for a Sales Assistant Tool to check quotes before they reach operations and installers. You don't need to look any further; Zohaib is here to help you! My team has successfully completed 50+ similar projects for sales automation tools. I will create a system that reviews PDF quotes, confirms parts, and flags missing items while ensuring it's easy to update in the future. ➡️ Why Me? I can easily create your Sales Assistant Tool as I have 5 years of experience in building automation solutions, specializing in PDF handling, data validation, and workflow efficiency. My expertise includes document processing, system integration, and user-friendly design. I also have a strong grip on SharePoint and ERP systems, which will enhance the effectiveness of your tool. ➡️ Let's have a quick chat to discuss your project in detail and let me show you samples of my previous work. Looking forward to discussing this with you in chat. ➡️ Skills & Experience: ✅ PDF Data Extraction ✅ Data Validation ✅ Workflow Automation ✅ SharePoint Integration ✅ ERP System Knowledge ✅ User-Friendly Design ✅ Quality Assurance ✅ Project Management ✅ Problem-Solving ✅ Documentation ✅ Technical Support ✅ System Updates Waiting for your response! Best Regards, Zohaib

$1.060 CAD în 2 zile

4,9

(127 recenzii)

7,8

@irsolutions

With over 10 years of experience in web and mobile development, specializing in custom solutions, I understand the challenges your sales team faces in ensuring accurate quotes and information for operations and installers. The current manual review process is time-consuming and prone to errors, leading to inefficiencies in the workflow. In the realm of customized ERP solutions, I have successfully delivered projects in the past that have streamlined processes and improved accuracy for clients in various industries, including eCommerce and FinTech. My expertise in creating tools that automate processes and minimize errors aligns perfectly with your project requirements. To address your needs, I propose developing a robust Sales Assistant Tool that will review sales quotes, confirm parts, check unit sizes, flag missing items, and generate clear job packets for installers. This tool will not only save time for the operations team but also ensure that installers have all the necessary information at their fingertips. I am confident in my ability to deliver a high-quality, user-friendly solution within the specified budget and timeline. I will leverage my experience in PDF data handling, system architecture design, and project management to ensure the project's success. I look forward to discussing your project further and offering my expertise to bring your Sales Assistant Tool to life. Feel free to reach out to me to kickstart this exciting journey towards a more efficient workflow for your team.

$2.000 CAD în 30 zile

5,0

(12 recenzii)

6,6

@hassansuhail93

As an expert at Techionik, I am well-versed in automation, database administration, and software development - all three skills that are crucial for successfully building your envisioned Sales Assistant Tool. My professional journey has spanned over seven years where I've helped businesses like yours revolutionize their operational workflow using AI and automation. In line with this project's goal, I've designed intelligent document processing systems that can effectively review structured data from ERP generated PDFs, exactly like your sales quotes. In terms of timeline and cost estimate, I would require more information to provide an accurate assessment of these aspects as well as address any risks or assumptions that may arise. However, my record speaks for itself - client satisfaction has always topped our list of priorities. We are willing to work tirelessly until you are completely satisfied with the tool's capabilities before launching it for operations use. The goal here is not just to develop a solution; rather, it is to deliver a future-ready product offering efficiency improvements and instant value addition to your business process over time.

$1.600 CAD în 7 zile

4,9

(9 recenzii)

6,2

@dvcontact

Hello, What if I could build you a working prototype that automatically reviews your PDF quotes and flags missing parts - would seeing this in action help you evaluate the solution's potential? I'll create a modular Python system that integrates with SharePoint, uses AI-powered PDF parsing to validate quotes against your manuals, and generates installer-ready packets while allowing easy rule updates without code changes. I'd love to discuss your specific validation rules and show you how this automated review system would streamline your operations workflow. Best, Smith

$1.600 CAD în 7 zile

4,9

(14 recenzii)

5,9

@jmvdesignsohio

Hi, I’m a Python/automation engineer with deep experience turning messy ERP exports into reliable workflows across SharePoint. I’ve done similar projects where I parsed PDF/Excel quotes, validated parts against manuals/checklists, and generated concise installer packets—cutting ops review time by >50%. For your Sales Assistant, I’ll deliver a modular system that: • Ingests ERP quotes (PDF/Excel) from SharePoint; extracts data via structured PDF parsing + OCR fallback. • Validates unit type/size and required parts (vent kits, brackets, chimney, etc.) against a versioned rule set (YAML/JSON) so adding new models/checks needs no rebuild. • Flags missing add-ons/non-standard items and outputs a short, readable installer packet (PDF) with task split (gas/electrical/framing) and site notes. • Orchestrates with n8n (or Power Automate) for triggers, SharePoint I/O, and notifications. • Logs decisions with clear audit trails and a lightweight model/parts knowledge base. Architecture: SharePoint + n8n/PA flows → Azure Function/FastAPI (Python) → Parser (pdfplumber/pytesseract) → Rule Engine (Pydantic/YAML) → Packet Generator (WeasyPrint) → SharePoint. Timeline: 3–5 weeks for V1 (pilot in week 2). Cost: Fixed price after sample docs review. Risks/assumptions: Highly variable PDFs; we mitigate with template heuristics + manual override queue. Thanks, Joseph

$1.600 CAD în 7 zile

5,0

(4 recenzii)

5,5

@usmanbashir12100

Hi, Convert Scanned Images or PDFs into Editable Files Fast & Accurately! Do you have scanned documents, images, or PDFs that you need in an editable format? I can help! Important Note: Please send me a message before placing your order I'm happy to help! This ensures I fully understand your requirements and can deliver exactly what you need. I will extract text from: Scanned PDFs ️ Images (JPG, PNG, BMP, TIFF, GIF, etc.) ️ Even handwritten notes! And convert them into: Microsoft Word (DOC/DOCX) Microsoft Excel (XLS/XLSX) Editable PDF (Whichever format you need!) What Youll Get: Accurate Text Extraction from scanned pages or photos Proper Formatting tables, columns, and charts will match the original layout Free Proofreading spelling and grammar checked at no extra cost Editable Output copy, paste, or print your text easily High Quality documents look just like the original

$1.350 CAD în 4 zile

4,9

(7 recenzii)

5,2

@dtk507

⭐⭐⭐ Dear Z1ndai ⭐⭐⭐ I hope you’re doing well. ✅ Relevant Experience: ✩ Strong background in automation, PDF/Excel data parsing, and rule-based validation. ✩ Experience integrating with SharePoint and ERP workflows where APIs are limited. ✩ Built similar quality-control tools that reduce human error and save hours of operational review. ✅ Project Understanding & Approach: ✦ Architecture: A Python/Node.js-based parsing engine to extract data from PDF/Excel quotes. A configurable rules engine (YAML/JSON files) so new rules/checklists can be added without rebuilding the system. SharePoint integration to fetch/store quotes, photos, and manuals. Output generator that creates concise installer packets (PDF/Word). ✦ Process: Parse exported PDFs/Excels to structured data. Apply rules/checklists (unit size, type, add-ons, non-standard items). Flag missing/incorrect details. Generate a clear, installer-friendly packet for operations/installers. Ensure future scalability (later real-time feedback, photo checks, knowledge base). ✅ Timeline: • Discovery & setup: 1 week • PDF/Excel parsing & rules engine: 2–3 weeks • Packet generator & SharePoint integration: 1–2 weeks • Testing & refinements with sample files: 1 week ➡ Total: ~5–7 weeks for Version 1 delivery. ✅ Cost Estimate: • Minimum: $1500 (basic Version 1 with parsing, rules, and packet output) • Maximum: $2500 (including full SharePoint automation, advanced packet formatting, and custom rules editor).

$1.500 CAD în 35 zile

5,0

(10 recenzii)

5,2

@ammarhumayun5

Hi, Hope you are doing well, this is not an auto bid so I need a chance to discuss the project with you, whether you assign it to someone else or not. Should the new installer packet mirror your current packet format for familiarity, or would you prefer a redesigned but cleaner layout for clarity? By the way here is my little intro I am a Full Stack Developer with 5+ years of experience in Assistant Tools and custom development with python. For the solution, I’d build a Python-based tool that ingests the ERP PDFs from SharePoint, extracts the unit details and listed parts, and then validates them against a configurable ruleset (stored in Excel/JSON so your team can update without code changes). The tool would flag missing add-ons or mismatched unit sizes and automatically generate a short, installer-friendly packet (PDF) summarizing unit info, venting, and task responsibilities. This way, operations spend less time checking manually and installers always receive clear, consistent instructions. Can we have a quick chat session or call to better understand the project. Looking forward to your response. Regards, Muhammad Ammar Humayun.

$1.500 CAD în 7 zile

4,9

(14 recenzii)

5,5

@miscman

I recommend a modular solution built in Python/Flask that integrates with SharePoint to read and review sales quote PDFs. The system will parse exported quotes, check unit type, size, and required add-ons against an editable rules database (derived from your manuals and checklists), then flag missing or incorrect items. It will also generate a short, installer-friendly job packet showing placement, venting, and task assignments. PDFs will be processed via PyPDF2/PDFplumber (with OCR fallback for scans). Rules and checklists will be stored in editable JSON or database tables, allowing you to add or update requirements without code changes. SharePoint integration will ensure quotes and photos are automatically pulled, while logs will track errors and status. Timeline: ~6 weeks — 2 weeks PDF parsing prototype, 2 weeks rules engine and SharePoint link, 1 week job packet builder, 1 week refinements. Cost Estimate: $4,500–$6,500 USD for Version 1. Risks/Assumptions: consistent ERP export formats, SharePoint API access, and your team providing manuals/checklists. Info needed to finalize scope: sample PDFs/Excel quotes, product manuals, existing operations checklists, and hosting preference (on-prem/cloud). This tool will significantly reduce manual review time, prevent missed add-ons, and deliver consistent, professional installer packets - while staying easy to extend for future features.

$2.000 CAD în 15 zile

5,0

(3 recenzii)

5,2

@Ahmedh058

Hi there, I'm Ahmed Hassan, a Senior Full-Stack Engineer based in California with over 15 years of hands-on experience in web and mobile application development. After reviewing your job posting, I’m confident that my background aligns closely with your project requirements and enough qualified for your project - Customized ERP-PDF Review Sales Assistant Tool. I’ve successfully delivered SIMILAR projects in previous roles—both as a senior developer and project manager—ensuring secure, scalable, and user-friendly systems tailored to business goals. I’d love the opportunity to discuss how I can contribute to your project’s success. Looking forward to connecting. Best regards, Ahmed Hassan

$1.780 CAD în 1 zi

5,0

(2 recenzii)

4,8

@RabailFarrukh

Dear Client, I am excited about the opportunity to develop a customized ERP-PDF Review Sales Assistant Tool for your sales team. My approach involves utilizing advanced AI capabilities to automate the process of reviewing sales quotes, confirming parts, and creating clear job packets for installers. I plan to implement a robust architecture that can easily adapt to future updates and additions without rebuilding the entire system. To read and check PDF data, I will utilize Python libraries for PDF parsing and data extraction. The timeline for the project will be outlined based on the complexity of the requirements. My cost estimate will be provided after a detailed scoping of the project to mitigate any risks or assumptions. I look forward to discussing further details and requirements to ensure a successful implementation of the Sales Assistant Tool. Thank you for considering my proposal.

$1.600 CAD în 7 zile

5,0

(1 recenzie)

4,7

@efanntyo

Hello Hope you are doing well! This is Efan , I checked your project detail carefully. I am pretty much experienced with n8n, Software Development, Database Administration, ERP, Automation, Sharepoint, PDF and Python for over 8 years, I can update you shortly. Cheers Efan

$1.780 CAD în 1 zi

4,6

(5 recenzii)

5,4

@zeeshanmomin722

Hi, Good afternoon! I am a professional Graphic Designer and Expert in n8n, PDF, Python, Software Development, Automation, Sharepoint, ERP and Database Administration, I have been offering my best services for several years regarding designing (Logos, Posters, Stationary, Web templates, brochure, flyers etc). I assure you to have a better working experience with us ahead. I love to offer our best services for you. I will provide:- • Initial concepts within Agreed Timeframe. • Fast Turnarounds with Unlimited revisions • Extra Ordinary Aftercare Services. • Print ready and web friendly Files PORTFOLIO: https://www.freelancer.com/u/zeeshanmomin722?w=f Regards Zeeshan

$1.780 CAD în 1 zi

4,9

(24 recenzii)

4,9

@muneeb6767

I’ll build a PDF-review engine (FastAPI backend + Playwright/PaddleOCR for data extraction, rules engine + Postgres for checklists, and a simple React UI) that flags missing add-ons, verifies unit sizes against manuals, and outputs a short installer packet — V1 ready to run against SharePoint files. Estimated timeline: 2–3 weeks for an MVP (PDF parsing, rules matching, SharePoint integration, installer packet) with iterative tweaks after sample docs; fixed quote provided once I review your samples.

$700 CAD în 2 zile

5,0

(23 recenzii)

4,8

@techstar12

Hi, What specific challenges are you facing with the current quote review process? It sounds like streamlining this could save significant time for both operations and installers. I propose developing a user-friendly tool that reads your PDF quotes and validates parts, sizes, and missing add-ons against predefined checklists. This can drastically reduce errors and enhance clarity for installers. I’ll use a combination of PDF parsing and structured rules to verify and flag discrepancies. I estimate a timeline of 4-6 weeks for the initial version. Key assumptions include access to your SharePoint for file storage, and further discussions on nuances of your existing workflows. Let me know if you’d like to discuss this deeper. I’m ready to dive into the project!

$1.600 CAD în 7 zile

4,9

(9 recenzii)

4,9

@dfordesigners

Hi Z1ndai I’ve carefully read your project details "Customized ERP-PDF Review Sales Assistant Tool" and I’m confident I can deliver exactly what you’re looking for. With 5+ years of experience, 400+ 5★ reviews, and 500+ completed projects, I specialize in building high-performing websites, Shopify/WordPress solutions, and SEO-optimized platforms that drive real results. ★ Why Clients Choose Me Proven Track Record → 400+ reviews, 500+ projects Web Expertise → WordPress, Shopify, wix, Laravel, React, Vue.js, PHP, Python and more E-commerce & SEO → Store setup, payments, on-page SEO, performance boost UI/UX Design → Modern, responsive, conversion-focused On-Time & On-Budget → 96% timely, 97% within cost Reliable Support → Free 1-month help + long-term maintenance Secure Solutions → Backups, security & optimization Risk-Free Guarantee → No upfront payment. Pay only when satisfied, with full money-back assurance. If you want a professional developer who delivers on time, on budget, and stress-free, let’s connect. I’ll turn your vision into a secure, rapid, and growth-focused digital experience. Best regards, Kausar Parveen

$1.600 CAD în 10 zile

4,9

(6 recenzii)

5,0

@annes01

I really enjoy taking on challenges like this. Your need for a streamlined tool that reviews sales quotes and flags missing details resonates with my expertise in creating automated solutions that enhance operational efficiency. With a strong background in Python, SharePoint integration, and PDF data processing, I can develop a cohesive tool that accurately checks quotes against your specifications. I’ve successfully delivered similar projects, ensuring intuitive user experience and precise outputs. I would be happy to discuss your project further!

$1.750 CAD în 7 zile

5,0

(2 recenzii)

4,9

@revival786

Greetings! I’m a top-rated freelancer with 15+ years of experience and a portfolio of 700+ satisfied clients. I specialize in delivering high-quality, professional ERP-PDF Review Sales Assistant Tool creating services tailored to your unique needs. Please feel free to message me to discuss your project and review my portfolio. I’d love to help bring your ideas to life! Looking forward to collaborating with you! Best regards, Revival

$2.500 CAD în 7 zile

4,8

(11 recenzii)

5,2

@shanec35

My name is Elenilson. I propose building a solution that reads PDFs from SharePoint, extracts key data via OCR/parsing, validates against rules/manuals, and generates short job packets for installers. Architecture: Python backend (PDF parser + OCR), editable rules engine, small database (Postgres), and a web UI to review results and edit checklists. How I will read and check PDFs: I’ll combine structured extraction (pdfplumber/pyPDF) with OCR (Tesseract/ML) and then map fields to rules based on manuals; discrepancies will be flagged automatically. Job packet output: Condensed PDFs with location, venting, responsibilities, and missing parts list. Timeline: Functional Version 1 in ~4 weeks (analysis + extractor + rules engine + minimal UI). Estimated cost: USD 3,000 for Version 1 as scoped. Risks and assumptions: PDF quality/consistency affects OCR; I’ll need access to real samples and SharePoint permissions; incomplete rules may require iteration. Information I’ll need: Samples of quotes, manuals, photos, desired packet format, SharePoint credentials, and priority rules. I will include documentation, audit logs, and a handover session with training. I can start your project immediately.

$1.600 CAD în 7 zile