
Geschlossen
Veröffentlicht
Bezahlt bei Lieferung
I need a copilot Agent built either through the Licensed Copilot Agent Creator within the copilot app or in Copilot Studio (Power Automate can be used if needed) for a Word Doc / PDF Quote Generator. I was able to build this where it updates variables such as {{CustomerName}}, {{Business}}, {{EmailAddress}} within paragraphs of the template that I uploaded as a reference file. this worked very well, however, when I wanted to progress this to update variables within a table in the doc it was unable to do that. This is the instruction I was using that was failing. The original template has 3 columns, if the customer only wants 1 location based on the initial prompt, removed 2 columns. If they want 2 locations remove 1 column, or all 3 maintain existing table. this is the instructions: - Guide users to generate quotes by filling in a Word template ('[login to view URL]') containing {{}} variables. - Prompt users to select the number of locations (1, 2, or 3). Based on their selection, request the corresponding number of entries for each variable (e.g., Description 1, Description 2, etc.). - For 1 location, remove 2 columns from the table and professionally format the remaining column. For 2 locations, remove 1 column and format accordingly. For 3 locations, retain all columns. - Collect user inputs for: CustomerName, CustomerBusiness, CustomerEmail, Description(s), Equipment(s), Fragrance Usage and service(s), Installation Fee(s), Deposit(s), Pricing(s). - For these location variables update the existing table in the template, do not create a new table. This table in the template contains 3 columns, so no new columns are needed, but 1 or 2 may be removed depending on location amount. - Replace the placeholders in the Word template with the provided values and generate a new Word file. - Offer an option to convert the generated Word quote to PDF using docx2pdf or a similar tool. - Provide download links for both the generated Word and PDF files. - Give users clear, step-by-step instructions on how to use the agent, including how to upload the template, enter details, and download the results. - Ensure all interactions are professional and user-friendly.
Projekt-ID: 40048412
32 Vorschläge
Remote Projekt
Aktiv vor 1 Monat
Legen Sie Ihr Budget und Ihren Zeitrahmen fest
Für Ihre Arbeit bezahlt werden
Skizzieren Sie Ihren Vorschlag
Sie können sich kostenlos anmelden und auf Aufträge bieten
32 Freelancer bieten im Durchschnitt $148 AUD für diesen Auftrag

⭐⭐⭐⭐⭐ Build a Copilot Agent for Word/PDF Quote Generation ❇️ Hi My Friend, I hope you're doing well. I've reviewed your project requirements and see you're looking for a Copilot Agent for generating quotes in Word and PDF formats. Look no further; Zohaib is here to help you! My team has completed 50+ similar projects for quote generation. I will create a user-friendly agent that updates variables in your document template and formats tables based on user inputs. ➡️ Why Me? I can easily build your Copilot Agent as I have 5 years of experience in automation and document generation. My expertise includes Power Automate, template editing, and variable management. Additionally, I have a strong grip on related technologies, ensuring a smooth and efficient project execution. ➡️ Let's have a quick chat to discuss your project in detail. I can provide samples of my previous work and show you how I can meet your needs effectively. Looking forward to discussing this with you! ➡️ Skills & Experience: ✅ Power Automate ✅ Word Template Design ✅ PDF Conversion ✅ Variable Management ✅ User Input Collection ✅ Document Formatting ✅ Data Validation ✅ User-Friendly Interfaces ✅ Automation Scripting ✅ Error Handling ✅ Step-by-Step Guidance ✅ API Integration Waiting for your response! Best Regards, Zohaib
$150 AUD in 2 Tagen
4,9
4,9

Hi there,Good morning I am Talha. I can work with your project skills Microsoft Word, AI Writing, Microsoft 365 CoPilot, AI Chatbot Development, AI Content Creation, AI Agents, AI Development, API Development, AI Model Development and AI Text-to-text I am excited to present my proposal, which centers around a personalized approach designed to elevate your project. We will start with an in-depth consultation to gain a deep understanding of your project's unique requirements, goals, and constraints. Our commitment to customization means that we will tailor our services to align perfectly with your project, and we will explain how this approach will meet your expectations. Please note that the initial bid is an estimate, and the final quote will be provided after a thorough discussion of the project requirements or upon reviewing any detailed documentation you can share. Could you please share any available detailed documentation? I'm also open to further discussions to explore specific aspects of the project. Thanks Regards. Talha Ramzan
$30 AUD in 14 Tagen
3,9
3,9

Hello Sir/MAM I am a skilled full stack developer. Having rich experience in Java , C++ , C , C# , Python , Eclipse , Sql , Mysql , .Net ,Oracle , Object Oriented Programming , Data Structure , Algorithms . I have a perfect grip on “Artificial Intelligence” “Automation” , and work in “Machine Learning” Deep Learning ”. My track record as demonstrated in my 100% job completion and 5-star review rating showcases My ability to deliver exceptional results on time and with utmost quality I believe that my skill set makes me the ideal candidate for this project Please come on chat we will discuss more about this I will be waiting for your reply . Thanks and Best Regards
$140 AUD in 2 Tagen
3,4
3,4

Hi WebAIProTech, I’m Robert, a Senior Full-Stack & AI Engineer with over 10 years of experience architecting and delivering SaaS platforms, automation systems, and intelligent applications, specializing in API development, automation, and AI integrations. I previously developed a sophisticated document automation tool that dynamically updates variables within Word templates, enabling seamless user interaction while maintaining document integrity. I can leverage my extensive experience with Microsoft 365 CoPilot and Power Automate to effectively build the Copilot Agent that meets your needs. My deep technical background in AI engineering aligns with your project goals, ensuring a user-friendly experience that accurately handles table modifications based on location inputs. I can complete this project perfectly and deliver scalable, production-ready results. I am committed to clean architecture and robust security practices, ensuring your user data is handled with care and efficiency. Let’s connect to refine your requirements and begin building a solution that exceeds expectations. What specific features or improvements would you like to prioritize for the Copilot Agent?
$240 AUD in 10 Tagen
3,2
3,2

Hello, I understand that you are looking for a Copilot Quote Generator Agent to be built within the Copilot app or Copilot Studio for a Word Doc / PDF Quote Generator. I have experience in developing AI models and APIs, specifically in AI Chatbot Development and AI Development. I will guide users through generating quotes by filling in a Word template with variables, prompt them to select the number of locations, update the existing table based on their selection, and replace placeholders with provided values to generate a new Word file. I will also offer an option to convert the generated Word quote to PDF and provide download links for both files. Do you have specific requirements for the integration with Power Automate or any other tools? I will ensure effective communication throughout the project to meet your expectations. Best regards, Umar
$250 AUD in 7 Tagen
3,0
3,0

I read the details and the issue you are facing with the table columns is a classic limitation of standard prompt-based document generation. While Copilot is great at swapping text variables, it struggles to structurally delete columns without breaking the file XML. Here is how I would fix this to get your quote generator working perfectly: Power Automate Backend: I will move the heavy lifting from the "prompt" to a Power Automate cloud flow. This allows us to use precise logic rather than guessing with AI. Dynamic Table Logic: Instead of trying to "delete" columns (which causes errors), I will set up a conditional flow that populates the correct table structure automatically based on whether the user selects 1, 2, or 3 locations. Final Delivery: The system will output the clean Word doc and automatically trigger the PDF conversion, providing the user with both links instantly. Message me so we can hop on a call to discuss your current template setup and I can get this built for you.
$125 AUD in 7 Tagen
3,1
3,1

Hello, I’m Rahul Singh from Team Velora. With 3 years of experience building AI-assisted document automation workflows in Copilot Studio and Power Automate, I can create a Word/PDF Quote Generator that updates table variables dynamically based on location selection, removes the appropriate columns, and outputs a professionally formatted Word and PDF file. You can come to private chat to see examples of similar Copilot automation projects I’ve delivered. I’ll provide a fully functional Copilot Agent with step-by-step instructions for users.
$130 AUD in 4 Tagen
2,7
2,7

Hello WebAIProTech, I understand the need for a Copilot Quote Generator Agent that can dynamically update variables within a Word template, specifically in a table format. My proposed approach involves creating a Copilot Agent through Copilot Studio or Power Automate to guide users through generating quotes by filling in a Word template with {{}} variables. The Agent will prompt users to select the number of locations, dynamically adjust the table based on their selection, update the table with user inputs, and generate a new Word file. Additionally, it will offer the option to convert the generated Word quote to PDF and provide download links for both files. Clear instructions will be provided for seamless user experience. If possible, could you provide more details on the specific formatting requirements for the table in the template? This will help ensure accurate implementation. Best regards, Abdullah
$140 AUD in 7 Tagen
2,4
2,4

Hi there! Generating dynamic quotes in Word/PDF with table-based variables can be tricky, especially when columns need to be removed or formatted based on user input. Incorrect handling can break the template or lead to unprofessional outputs. I can build a Copilot Agent that updates your Word template—including tables—based on the number of locations selected, replaces all {{}} placeholders, and formats the table professionally. The agent will also generate a PDF version and provide download links with clear, user-friendly instructions. Do you want me to start by configuring the table logic for 1–3 locations in your template? Open chat now and I can create a fully functional quote generator agent for your Word/PDF templates.
$140 AUD in 7 Tagen
2,5
2,5

Hi there. I am very pleased to suggest my proposal for "Copilot Quote Generator Agent" I am new to this platform, having previously held multiple development positions within software agencies. 300% Confidence!!! Please contact me. Best, David
$250 AUD in 6 Tagen
0,0
0,0

Hello WebAIProTech, I am Maryam Abbas, a seasoned professional with 4 years of expertise in AI Agents, AI Chatbot Development, API Development, and Microsoft 365 CoPilot. I have carefully reviewed your project requirements for the Copilot Quote Generator Agent. I propose to create a Copilot Agent using Copilot Studio or Power Automate to update variables in a Word Doc/PDF Quote Generator template. I will guide users through the process of generating quotes by filling in the template, dynamically updating the table based on the number of locations selected, and providing clear instructions for seamless user experience. With a proven track record of successful projects and positive client feedback, I am confident in delivering a high-quality solution tailored to your needs. Please review my portfolio at https://www.freelancer.pk/u/maryam951 and let's discuss further details. Best regards, Maryam Abbas
$30 AUD in 2 Tagen
0,0
0,0

I am the perfect fit for your project because I understand the challenge of dynamically updating and formatting tables within Word templates, especially handling variable column removals based on user input for locations. Your need for a clean, professional, and user-friendly copilot agent that seamlessly updates placeholders in a Word doc and converts to PDF aligns perfectly with my skills. I specialize in creating integrated, automated document generation solutions and can ensure your table updates without creating new tables, just as required. While I am new to Freelancer, I have tons of experience and have done other projects off site. I would love to chat further about your project and what I can do to make it happen! Regards, Diago Robertson
$200 AUD in 12 Tagen
0,0
0,0

Hi Client, I’ve reviewed your Copilot Quote Generator Agent brief and can build a reliable Copilot Studio / Licensed Copilot Agent solution that updates variables inside paragraphs and table cells, removes 1–2 columns in-place, and outputs both Word and PDF quotes. I’ve implemented similar solutions using Power Automate + an Azure Function (python-docx + OpenXML edits) to correctly delete table columns, replace {placeholders} inside tables, and preserve the original template structure. Plan: collect inputs in the agent (locations 1–3), call a flow/function to remove the appropriate columns in the existing table, replace placeholders, save the new DOCX, optionally convert to PDF (docx2pdf or Word connector), and return download links with clear step-by-step usage instructions and error handling. I can deliver a tested agent using your attached template in about 3 days. Best regards, Muhammad Ahmad
$250 AUD in 8 Tagen
0,0
0,0

Hello, I can build a Copilot Agent for your Word/PDF quote generator that dynamically updates both paragraphs and tables within your template, including adjusting the number of columns based on user-selected locations. Using either the Licensed Copilot Agent Creator or Copilot Studio with Power Automate, I will implement a solution that: collects user inputs for all required variables, updates placeholders in the existing table without creating new tables, removes excess columns as needed, formats the table professionally, and generates both Word and PDF outputs. Users will receive step-by-step instructions for uploading templates, entering data, and downloading completed quotes. The process will be fully professional, responsive, and user-friendly. I will ensure that the table logic works reliably for 1, 2, or 3 locations, replacing only the placeholders in the existing table and preserving formatting, and provide the option to convert the final Word file to PDF automatically. The agent will also provide clear download links for both formats, making the workflow seamless for end-users. Best,
$140 AUD in 7 Tagen
0,0
0,0

Hi there, I am excited about the opportunity to help you develop a Copilot Agent to enhance the quote generation process within Word documents and PDFs. I understand that you've successfully set up a system for variable updates but faced challenges when modifying tables based on user input. This is a common hurdle, but I am confident we can achieve the desired functionality together. With my background in Microsoft 365 CoPilot and API development, I will ensure that the agent follows your specifications precisely. I'll create a user-friendly interface where customers can choose the number of locations, allowing for dynamic table adjustments while keeping the existing structure intact. Furthermore, I’ll integrate seamless file generation and provide instructions for easy usage, ensuring that both the Word and PDF formats are generated without issues. Let’s aim to have a working prototype in place within just a few days. I am eager to get started on this project to bring your vision to life and would love to discuss any additional details you envision for this agent.
$155 AUD in 3 Tagen
0,0
0,0

Hello, With my deep expertise in AI Content Creation complimenting my proficiency in Power Automate and the Licensed Copilot Agent Creator, I am well-equipped to undertake your project and produce a Copilot Quote Generator Agent that is tailor-made for your specific needs. My adaptability has been honed through prevailing over challenges such as those you've described, and using my problem-solving skills to ensure all desired functionalities are executed fluidly. The synergy between your meticulous explanation of requirements and my proven capacity for developing intuitive, user-friendly interfaces makes me the ideal candidate for this task. I understand your need to update table variables based on user prompts, and I assure you that my approach will deliver satisfying results at each stage of the process. Drawing upon 8+ years' UI/UX, branding, & motion graphic design experience for numerous long-term clients, I hold a diverse skill set that enables me to not only update the existing table as required but also offer optional features like converting the generated Word documents to PDF. I aim to make every aspect of this operation efficient by providing clear instructions on template uploading and download procedure for both Word Files and converted PDFs. With an unerring commitment to timely project delivery emphasized by over 150 successful projects and an extensive client list, engaging with me ensures a smooth collaboration Thanks!
$79 AUD in 3 Tagen
0,0
0,0

Hello. I read your requirement i will do that. Please come on chat we will discuss more about this. I will waiting your reply
$120 AUD in 1 Tag
0,0
0,0

Hey , Thank you for sharing the job details. After going through the description, it’s clear you need someone confident with AI Text-to-text, AI Model Development, AI Agents, Microsoft 365 CoPilot, Microsoft Word, AI Chatbot Development, AI Development, API Development, AI Writing and AI Content Creation and can deliver clean, reliable results. That is exactly the kind of work done day to day, so this project is a great fit. Before getting started, there are a few points that would really help shape the best solution for you: Are all the mentioned skills and features mandatory, or is there any flexibility in the tech stack and scope? Is there any existing code, design, or documentation available, or should this be developed completely from scratch? What is your ideal timeline and any hard deadlines for milestones or final delivery? Why work with me? 1. More than 250 major projects completed, including complex, long-term engagements. 2. No negative feedback over the last 5 to 6 years, reflecting consistent quality and reliability. 3. 100+ recent major projects with 5-star reviews, showing that clients are not only satisfied but return with more work. Availability: 9 AM to 9 PM Eastern Time (full‑time freelancer, easy to collaborate and quick to respond). Portfolio: https://www.freelancer.com/u/syeds273 Recent, relevant work samples will be shared privately to protect client confidentiality. Please start the chat so we can finalize the project details, expectations, a
$30 AUD in 3 Tagen
0,0
0,0

Hi, This is exactly the kind of workflow I specialize in. I’ve built dynamic document generators using Copilot Studio, Power Automate, and Word template manipulation-handling both simple variable replacement and more complex logic like conditional table formatting. Your existing setup works well for text, and I can extend it to support table logic as specified. I’ll build an agent that dynamically updates the existing table in your Word template (not replacing it), removes columns based on the number of selected locations, and inserts user inputs cleanly across all rows. The output will be polished, format-consistent, and fully automated through Copilot Studio or Power Automate, depending on final fit. You’ll get a step-by-step guided experience, professional output in both Word and PDF formats, and full user instructions for smooth handoff. Ready to start immediately. Best, Tony
$150 AUD in 7 Tagen
0,0
0,0

❤️❤️❤️Hello I am seeking a skilled professional or team to build a specialized Copilot Agent via Microsoft’s Copilot Studio (or the licensed Copilot Agent Creator) to automate the generation of dynamic quotes in Word and PDF formats. While I have successfully prototyped an agent that replaces variables in document paragraphs, I require advanced functionality to dynamically modify tables within a Word template—a challenge my current implementation cannot resolve. I am really impressed about this opportunity as this is perfect fit for my skills and would like to discuss how we can move forward. Regards, Sofia!
$30 AUD in 7 Tagen
0,0
0,0

Melbourne, Australia
Zahlungsmethode verifiziert
Mitglied seit Sept. 1, 2020
$30-250 AUD
$30-250 USD
$30-250 USD
$10-30 AUD
$30-250 AUD
$10-30 USD
$15-25 USD / Stunde
$250-750 USD
$1500-3000 AUD
$1500-3500 USD
₹12500-37500 INR
₹1250-2500 INR / Stunde
$10-30 USD
£20-250 GBP
₹600-1500 INR
$30-250 CAD
$250-750 USD
$250-750 USD
$30-250 USD
₹1500-12500 INR
€250-750 EUR
₹600-1500 INR
₹1250-2500 INR / Stunde
₹12500-37500 INR
$3-4 USD / Stunde