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Old 09-05-2015, 12:17 PM
torma156 torma156 is offline Windows 10 Office 2013
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Default Create custom quote based on template

Hello,

I'm already playing a long time with the idea of creating a "quote generator" in Word 2013.
I want to create 1 master document (template?) which I want to keep up to date. This document would contain:

- First page containing logo, name & contact details of the customer and the document creator details
- Content table
- An introduction text containing the name of the customer
- All different chapters (Heading + text/pictures/tables) describing my quote details & pricing for each possible offering my company has (e.g. chapters 1, 2, 3, 4, 5, 6)
- A pricing summary

Like I said earlier, I want to keep this (and only this) document up to date as a master document but whenever I create a new quote for one particular customer, I would like to receive a possibility (checkboxes, selecting building blocks, I don't know how...) to:

- Provide the entries for which customer I will created this quote (Company A - Addressline B)
- Select only the relevant chapters I want to include into this offer (e.g. chapter 1, 3, 4 and 6)
- The content table and the pricing summary should be adapted based on the choices I have made within the chapters part.

I have no idea how I should start with this:

- Use template functionalities?
- Use building blocks?
- Use VBA functionality?
- Use Task Pane?

Can somebody please help me get started?

Kind regards,

Nico

Last edited by Charles Kenyon; 09-06-2015 at 04:50 PM. Reason: Mark as solved
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