Find Jobs
Hire Freelancers

document/email generator

$30-250 USD

진행 중
게시됨 약 1년 전

$30-250 USD

제출할때 지불됩니다
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.
프로젝트 ID: 36303564

프로젝트 정보

22 제안서
원격근무 프로젝트
활동 중 1년 전

돈을 좀 벌 생각이십니까?

프리랜서 입찰의 이점

예산 및 기간 설정
작업 결과에 대한 급여 수급
제안의 개요를 자세히 쓰세요
무료로 프로젝트에 신청하고 입찰할 수 있습니다
프로젝트를 수여된 사용자:
사용자 아바타
Your work will be done with 100% satisfaction and accuracy. If you want a reliable and excellent work so you are in the right place
$140 USD 7일에
0.0 (0 건의 리뷰)
0.0
0.0
22 이 프로젝트에 프리랜서들의 평균 입찰은 $284 USD입니다.
사용자 아바타
"""""""""""""""""""""""""""""""""'ADVANCE EXCEL VBA EXPERT""""""""""""""""""""""""""""""""""""" "Sir, EXCEL is my specialty and I can perform any complex task in EXCEL. I am an EXCEL VBA and CODING, AUTOMATION, TEMPLATE, REPORTS, FORMULA'S, DASHBOARD in EXCEL Advanced Level Expert. This is my field and I can complete this project with added quality. About me I am a Chartered Accountant with more than 7 years of experience including 4 years from the worlds leading Accountancy and auditing firm ""PWC"" and 1 year working at managerial level in Multination company and 2 years as freelancer. I can handle this task very efficiently and you can expect 100% accuracy from me. I am Microsoft Excel, accounting, auditing, financial statements, Form Creation in Excel through VBA and in Google Sheet, QuickBooks, and Sage expert. I have been working as a freelancer from the last 2 years and I have 270+ 5 stars reviews here. I am not new to work. I know how to meet strict deadlines without compromising the quality of the work. I will also be available for any query after the job is done as I am building my clients. please be my client and get any type of accountancy, Excel, QuickBooks, and auditing-related work with quality, efficiency, and at reduced rates. Note. The price is negotiable. I will be available for any query round the clock even if the project is completed. Regards Arman Kakar "
$112 USD 1일에
4.9 (243 건의 리뷰)
7.0
7.0
사용자 아바타
Hello Robert, I hope this message finds you well. I will be able to help you with your project. I read through the description and it sounds like I am just the right person for it. I have the right skill set with sophisticated experience in Data Processing and Excel. As a next step I would like to discuss some further questions with you. Either over the chat or a call, whatever you prefer. For my references and qualifications: I graduated in Computer Science with highest grades from one of the most reputable universities in Germany. Currently, I am enrolled in the Master's program. During my studies, I already published a paper on the subject of Artificial Intelligence. Further, I managed to get a lot of hands-on experience by working in several companies that operate in the field of Computer Science. As a native German speaker who was living in Canada for a year, my level in English is proficient/fluent. Further, I am in the preferred Freelancer program, making me part of the top 3% on the platform. Many successful past projects can be seen on my profile page. I am looking forward to working with you and if you have any further questions I would be happy to answer them. Best regards, Simon
$200 USD 3일에
5.0 (21 건의 리뷰)
5.8
5.8
사용자 아바타
Hi I'm an Access/Excel/SQL/VBA expert and a mathematician from Georgia- a full-time freelancer. I have been coding for over 20 years in this field. I can help you with your project. Please, contact me. Thank you and best Regards from Zurab
$250 USD 7일에
4.8 (48 건의 리뷰)
6.2
6.2
사용자 아바타
Hello, I examined your project description, and I confirm I can handle those tasks perfectly, as I am an expert in Visual Basic, Data Processing, Excel, Microsoft Outlook, Microsoft Office. I am prepared to handle projects requiring Data Processing, Excel, Microsoft Office, Microsoft Outlook skills. Please come over chat and discuss your requirement in a detailed way. Zied B.
$210 USD 7일에
4.6 (13 건의 리뷰)
4.0
4.0
사용자 아바타
I have seen that you are in need of a virtual assistant (VA) with an experience in Email Management. With this, I would like to apply for the post just in case you still need more VAS. I worked as a General VA. I believed that my previous work experienced will aid me in the post I am applying for. I am fast learner and can work under minimum supervision. Check my profile to see sample works. I will gladly accept your decision. God Bless! Kindly Regard Bryan
$200 USD 7일에
5.0 (5 건의 리뷰)
3.7
3.7
사용자 아바타
Hi there, Its a pleasure talking to you! I have gone through the description and understood the basic scope for the project but need a detailed discussion so we can provide you a fully featured instructions . Let's discuss. Regards, A V S Kishore
$150 USD 7일에
5.0 (2 건의 리뷰)
2.4
2.4
사용자 아바타
Hi, Susan here :) I'll give full time to do this job done as your expectation. I open for discuss and criticsm. For sure, I can do this job. I'm very detail, diligent, hard working, and willing to give the best for every project entrusted to me. I'm looking forward to hearing from you soon. Please leave me a message and we can discuss further more. Regards - Susan.
$300 USD 7일에
5.0 (3 건의 리뷰)
1.5
1.5
사용자 아바타
Hello there I will send a proforma email, If you approve it then award the project at the quoted price. Since the description is too long, the time to bid and win the project is short and more importantly this has to be practically performed to meet and understand all your requirements. Looking forward to hearing from you! Best regards Kamran Khan
$150 USD 5일에
5.0 (2 건의 리뷰)
1.5
1.5
사용자 아바타
Hello! I read your all requirements. Please provide me the info on chat. I am capable enough to do the project as you want. I give priority on Quality rather than time & money. I will take money after complete the task with your full satisfaction. I will give you my best service for my good will and good reviews. So let’s talk about your project. Regards Mohamed
$100 USD 1일에
5.0 (1 건의 리뷰)
0.4
0.4
사용자 아바타
My name is Soniya and I have been doing this job for a number of clients. Your project is right in line with my expertise, so I am very excited about it. Consider me if you see potential in me. Your response would be greatly appreciated. Soniya.
$80 USD 7일에
5.0 (1 건의 리뷰)
0.4
0.4
사용자 아바타
Hhi I am experienced in this and I can start right now but i have few doubts and questions lets have a quick chat and get it started waiting for your replyyy
$140 USD 7일에
0.0 (0 건의 리뷰)
0.0
0.0
사용자 아바타
Hi I am mansi . Nice to meet you . Let's get to a clear visualization why you should hire me & how can i effect best to your work. Well In Data entry one have ensure to collect the data in well behavior & with perfectionist . Because Every data is important . Just to clarify I am best doing data entry in excel sheets or google spreadsheet . More ever what should be the timeline to doing these data entry . Please give me kind time to get this work finish . Before getting done this work, I have done 500 Data entry of medical company medicine so on & finish work with passionate. As you can see I have to ensure all the data have be correct & in specific order. So, you can trust me to work with rather than other people where you can't have exact guidance . I also have a quite peaceful experience in data entry , data mining , data stabilize . Come on let's go on chatbox where you & I have the peaceful time to done this project . My client Don't waste time to go around . Warmest regard and love Swapnil
$120 USD 7일에
0.0 (0 건의 리뷰)
0.0
0.0
사용자 아바타
I have an 20 years experience in Indian army as adminstration clerk. I can easily handle this project without any supervision.
$140 USD 7일에
0.0 (0 건의 리뷰)
0.0
0.0
사용자 아바타
Hello sir. I seen your project and this is my area of ​​expertise. I can offer you fast and quality work at an affordable price. I can start the job you mentioned right now Just message the project details. Thanks
$140 USD 7일에
0.0 (0 건의 리뷰)
0.0
0.0
사용자 아바타
Hello, Please review my profile as I have more than 3 years of experience providing virtual assistant services to businesses in US and Canada. I have excellent command on computer and office software/tools which helps me in providing Customer service, Content writing, Data entry and E-mail/Schedule management services. Please send me a message to discuss further details related to your specific needs, price and timeline. Thank you,
$160 USD 6일에
0.0 (1 건의 리뷰)
0.4
0.4
사용자 아바타
Hello I hope this message finds you well. I will be able to help you with your work. I read through the provided description/requirements and it sounds like I am the right person for it. I have the right skill set with an experience of over 10 years with multiple MNCs in accounting, data entry & analysis (Excel is my area of expertise). I always aim to complete my work with a professional approach & 100% accuracy keeping the timeline in mind. Depending upon the data & requirements, I will be able to automize the sheet which in result saves time & also deliver 100% accuracy. As a next step I would like to discuss some further questions with you. Either over the chat or a call, as per your preference. My level in English is proficient/fluent. I am looking forward to working with you and if you have any further questions, I would be happy to answer them. Best regards, Tapas Kumar Biswas
$170 USD 7일에
0.0 (0 건의 리뷰)
0.0
0.0
사용자 아바타
I do data entry am a digital entity designed to communicate and provide information to humans. I am programmed to process natural language input and generate natural language output in response. I can help answer questions, provide information on a wide range of topics, and assist with various tasks.
$140 USD 7일에
0.0 (0 건의 리뷰)
0.0
0.0

고객에 대한 정보

국기 (UNITED STATES)
new york, United States
5.0
46
결제 수단 확인
5월 14, 2009부터 회원입니다

고객 확인

감사합니다! 무료 크레딧을 신청할 수 있는 링크를 이메일로 보내드렸습니다.
이메일을 보내는 동안 문제가 발생했습니다. 다시 시도해 주세요.
등록 사용자 전체 등록 건수(일자리)
Freelancer ® is a registered Trademark of Freelancer Technology Pty Limited (ACN 142 189 759)
Copyright © 2024 Freelancer Technology Pty Limited (ACN 142 189 759)
미리 보기 화면을 준비 중...
위치 정보 관련 접근권이 허용되었습니다.
고객님의 로그인 세션이 만료되어, 자동으로 로그아웃 처리가 되었습니다. 다시 로그인하여 주십시오.