We are Managed IT provider for Businesses.

We are trying to streamline a workflow so that Site Survey Data is accurately transitioned through the Project Life Cycle. (eg. Client Details, Site details, hardware details, licenses details)

We want a Site Survey Form for IT Site Scope that generates:
Quotation Building (Internal) – Dynamic Pricelist
Quote Template (Presentation)
Sales Template
Contract Template (Digital Signature?)
Deployment Template
Internal Billing Setup Template
Some need to have the ability to digitally sign & or print

Attached is a more detailed description or the REQUIREMENTS.
Attached is the current worklfow using Excel. Each sheet is a step.
Attached a Site Survey form. This is a sample design we are looking  towards.
Attached is a Quote. This is a example of the template we are trying to populate using the info gathered int he Project IT doc.

Budget: $2,000

Posted On: January 30, 2024 23:41 UTC
Category: Scripting & Automation
Skills:Automation, Microsoft PowerApps, Microsoft Power Automate, Office 365, HTML

Country: Australia

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