Create Interactive Fillable PDF from Excel

I'm seeking a professional to design a fillable PDF form incorporating numerical data from Excel. The form will require several advanced functionalities including: - Formulas for calculations: This is crucial as the form needs to carry out certain computations based on the input data. - Conditional formatting: The form should be able to visually represent changes based on different conditions. - Data validation: The form must ensure that the inputs meet certain criteria, helping to maintain the integrity of the data. The integration of the Excel data into the PDF form will be done through manual input. Therefore, the design should facilitate ease of use and accuracy during this process. Ideal skills and experience for this job include: - Proficiency in Adobe Acrobat and Excel - Experience in creating interactive PDF forms - Strong understanding of formulas and data validation in spreadsheets - Ability to implement conditional formatting in a user-friendly way I'm looking for someone who can deliver a project that is not just functional, but also intuitive and easy to use. Project Title: Create a Fillable PDF Form with Calculations and CRM Integration Project Description: I need a professional fillable PDF form created based on an Excel sheet containing calculations. The form must be designed to collect user inputs, perform automatic calculations, and integrate with Teamleader CRM. Additionally, the form should include a thank-you page and have an aesthetically pleasing design. Scope of Work Create Fillable PDF Form: Convert the fields and calculations from the provided Excel sheet into a fillable PDF form. Ensure all required fields are clearly labeled and logically organized. Include automatic calculations within the PDF, replicating the formulas from the Excel sheet. Teamleader CRM Integration: Ensure the fillable form can send user-submitted data directly to Teamleader CRM. Research and confirm if additional fields or configurations are needed in Teamleader for integration. Provide a step-by-step guide or configuration to make the integration seamless. Thank-You Page: Upon submission, redirect users to a thank-you page. Include a message confirming their submission and any next steps (e.g., confirmation email, follow-up). Design and Aesthetics: Ensure the form has a modern, clean, and professional design. Use colors, fonts, and layout consistent with a professional appearance. Group fields into clear sections for better readability (e.g., General Information, Calculation Inputs, Results). File Protection: Secure the PDF to protect embedded formulas and layout from being copied or edited without permission. Requirements: File Format: Deliver the final form in fillable PDF format. Compatibility: Ensure the form works smoothly on all major PDF readers (e.g., Adobe Acrobat Reader). CRM Integration: Provide documentation or steps for connecting the form to Teamleader CRM. Testing: Test the form to ensure calculations and integrations work correctly. Design Approval: Share a draft of the design before finalizing to ensure alignment with expectations. Deliverables: A fully functional fillable PDF form with calculations and CRM integration. Documentation or guide for setting up the Teamleader CRM connection. A thank-you page design included in the form workflow. Editable source files (if applicable) for future updates. Additional Notes: The attached Excel sheet contains all the fields and formulas to be replicated in the PDF form. A clear, step-by-step explanation of the integration process is required for future reference. Design is critical—please ensure the form is visually appealing and easy to use. Step 2: Description for a Separate Page for Point Improvements Project Title: Add Auto-Generated Improvement Plan Page to Fillable PDF Form Project Description: In addition to the fillable PDF form described earlier, I need a separate page that automatically generates suggestions for improving the points in the form. This page should calculate and display recommendations for increasing the total score and be sent as a separate document to the user after the initial form submission. Scope of Work Auto-Generated Improvement Plan: Create a separate page that dynamically lists recommendations to improve points based on user input from the main form. Include descriptions of possible upgrades or changes, along with: The associated points increase. The estimated cost (if applicable). The new potential total score after implementing the changes. Integration with Fillable Form: Link the improvement plan generation to the main form: After the user completes the form, the suggestions are calculated based on their inputs. Ensure the improvement page uses the same design style as the main form for consistency. Separate Document Delivery: Ensure the improvement plan is sent as a separate PDF to the user via email or downloaded upon completion. Allow for flexibility in generating new improvement plans if the user revises the form inputs. Customization Options: Provide an option for users to select specific recommendations for further detail (e.g., detailed implementation steps, costs). Optionally, provide a progress overview (e.g., from D label to A++ label based on proposed changes). Design and Aesthetics: Maintain a clean, professional, and user-friendly design. Use charts or visual indicators to show the impact of recommendations (e.g., before and after scores). Requirements: Dynamic Content: The improvement plan must adapt to user inputs and the current score. Automation: Ensure the improvement page is automatically generated and ready to send upon form submission. Separate PDF: The improvement plan should be a distinct document from the main form. Testing: Test the improvement plan generation with various inputs to confirm accuracy. Deliverables: A fully functional improvement plan page that dynamically adapts to form inputs. Integration of the improvement plan generation with the main fillable form. A mechanism for delivering the improvement plan as a separate PDF to the user. Documentation or instructions for managing and updating the improvement suggestions. Additional Notes: The attached Excel sheet contains examples of point increments for various improvements (e.g., replacing a standing toilet with a hanging toilet adds 2.75 points). The improvement suggestions must be accurate and meaningful to users, with clear explanations. Consider a simple visual representation of points gained (e.g., graphs or bars). I want an all inclusive price.