Hi, I can suggest to you a module in Microsoft Excel which issues forms (invoices/orders/question/letters).and sends them by email (Microsoft Outlook) as follows: Preparation of three sheets: a client list, a product catalogue (prices) and a primary database with the forms. The user fills a form with the customer ID and product ID, and excel shows complete invoice/order/question, and by one click, converts it to PDF file and at the same time, updates the invoice/order/question in the primary database with the other reports as well.
There is a search engine with high search capability to find specific information. The app allows you to import external files (CSV, Excel), and/or open/edit/delete records. You will be able to get reports and chart like Project Status and other by indicators. During the reporting process, Excel validates the information and prepares reports and documents based on the needed parameters and criteria. There is a report generator which enables to develop templates independently.
About Me:
I am an expert and guru in Financial, Math and Excel/VBA/Macro. I have extensive knowledge and expertise in advanced formulas, Pivot Tables, Visual Basic Application including preparation of dynamic dashboards, screen layout's (user-forms), drop-down boxes, generator reports, and charts.
I am sure that my combined knowledge, skills and creativity will lead to exceptional results that will exceed your expectations.