New Client Questionnaire Form
Project details
We are looking to create a “New Client Questionnaire Form” based on the attached template and edits provided for all new clients.
We are looking for a nicely formatted electronic pdf form that would incorporate all edits and would allow for electronic entries, links and drop down selections. Same as it does in its initial format.
Awarded to:

Jean R.
(5.0)
Project budget:
budget limits: $30-250 USD
number of bids: 43
average bids: $112
Awarded to:

Jean R.
(5.0)
Project budget:
budget limits: $30-250 USD
number of bids: 43
average bids: $112
Project details
We are looking to create a “New Client Questionnaire Form” based on the attached template and edits provided for all new clients.
We are looking for a nicely formatted electronic pdf form that would incorporate all edits and would allow for electronic entries, links and drop down selections. Same as it does in its initial format.
We are looking for a nicely formatted electronic pdf form that would incorporate all edits and would allow for electronic entries, links and drop down selections. Same as it does in its initial format.
Skills: Data ProcessingElectronic FormsFormat and LayoutMicrosoft WordPDFWordWord Processing
skills of Jean R.
skill ? | level ? | projects ? | ||
---|---|---|---|---|
53%
|
93 | |||
Microsoft Word |
50%
|
23 | ||
Electronic Forms |
47%
|
23 | ||
Word Processing |
45%
|
23 | ||
Word |
43%
|
47 | ||
Excel |
43%
|
210 | ||
Visual Basic |
43%
|
117 | ||
Data Processing |
42%
|
140 | ||
Data Warehousing |
42%
|
1 | ||
Data Visualization |
42%
|
1 | ||
Statistics |
41%
|
23 | ||
Coding |
40%
|
23 | ||
Data Analytics |
40%
|
1 | ||
Data Analysis |
39%
|
1 | ||
Data Science |
39%
|
1 | ||
PC Programming |
39%
|
1 | ||
Data Entry |
39%
|
140 | ||
Format and Layout |
38%
|
23 | ||
Statistics Tutoring |
37%
|
1 | ||
Accounting |
36%
|
23 | ||
Certified Public Accountant |
36%
|
1 | ||
Compensation and Benefits |
36%
|
1 | ||
Data Mining |
36%
|
1 | ||
Software Architecture |
35%
|
23 | ||
Finance |
35%
|
23 | ||
EBS Finance |
35%
|
1 | ||
Financial Accounting |
35%
|
1 | ||
Financial Consulting |
35%
|
1 | ||
Financial Crime |
35%
|
1 | ||
Financial Forecasting |
35%
|
1 | ||
Financial Planning |
35%
|
1 | ||
Financial Sales |
35%
|
1 | ||
Budgeting and Forecasting |
35%
|
1 | ||
Statistical Modeling |
35%
|
1 | ||
Executive Compensation |
35%
|
1 | ||
Reward |
35%
|
1 | ||
Python |
35%
|
23 | ||
Executive Reward |
35%
|
1 | ||
Financial Research |
34%
|
1 | ||
Financial Modeling |
34%
|
1 | ||
Financial Markets |
34%
|
1 | ||
Financial Analysis |
34%
|
1 | ||
Brochure Design |
34%
|
1 | ||
Computer Graphics |
34%
|
1 | ||
Color Grading |
34%
|
1 | ||
Business Cards |
34%
|
1 | ||
Infographic and Powerpoint Slide Designing |
34%
|
1 | ||
Book Cover Design |
34%
|
1 | ||
Icon Design |
34%
|
1 | ||
Graphic Design |
34%
|
23 | ||
Programming |
34%
|
1 | ||
Statistical Analysis |
34%
|
1 | ||
Creative Design |
34%
|
1 | ||
Design |
34%
|
1 | ||
Digital Design |
34%
|
1 | ||
eBook Design |
34%
|
1 | ||
Flyer Design |
34%
|
1 | ||
Invitation Design |
34%
|
1 | ||
Banner Design |
34%
|
1 | ||
Label Design |
34%
|
1 | ||
Logo Design |
34%
|
1 | ||
Package Design |
34%
|
1 | ||
Packaging Design |
34%
|
1 | ||
Poster Design |
34%
|
1 | ||
Sign Design |
34%
|
1 | ||
Sticker Design |
34%
|
1 | ||
Textile Design |
34%
|
1 | ||
Advertisement Design |
34%
|
1 | ||
Software Development |
34%
|
1 |
Some Jean R. projects
Project Title | Skills required in the project |
---|---|
Retrieve Excel spreadsheet password or remove data protection | Data Entry Data Processing Excel |
Excel Spreadsheet statistician or actuary | Excel Financial Accounting Statistical Analysis Statistics |
Batch generate receipts given data from a spreadsheet | ActionScript Data Entry Data Processing Excel PHP |
Add conditional formatting to spreadsheet | Excel Visual Basic |
Quick Excel Formulas/Lookups | Data Entry Data Processing Excel Visual Basic |
Excel tasks — 2 | Data Entry Data Processing Excel Visual Basic |
Excel sheet automation — 2 | Excel Excel VB Capabilities Excel VBA |
Excel Vlook up | Data Entry Data Processing Excel Microsoft Office Visual Basic |
New Client Questionnaire Form | Data Processing Electronic Forms Format and Layout Microsoft Word PDF Word Word Processing |
excel expert | Data Entry Data Processing Excel Visual Basic |
Excel coding | Coding Data Processing Excel Statistics Visual Basic |
Excel Layout templates | Data Entry Data Processing Excel PDF Word |
Calculate formulas in Excel using Python for a small project | Excel Python |
Make Invoice Template On Excel | Data Entry Excel Graphic Design PDF |
Build me a bookkeeping excel macro | Accounting Data Entry Excel Finance |
Convert minutes into tenths | Data Entry Excel Visual Basic |
Auto Generate PDF Invoices from Spreadsheet | Data Processing Excel PDF Visual Basic |
Excel Lookup based on a number in other sheet and give data bacl | Data Entry Data Processing Excel Software Architecture Visual Basic |