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I have been searching on the internet for a couple of hours but I can't seem to figure out exactly what I'm trying to build! I am trying to build a quick and easy way for our sales people to put together "customized" proposals.
What I would like to create is a Word template that when it opens, it gives the user a little pop up with a screen with several checkboxes. Based on the checkboxes that user picks, it would add appropriate paragraphs in the Word document. So for example, let's say it opens and it has check boxes for: _ Value Prop 1 _ Value Prop 2 _ Description of Software versus Competitor 1 _ Description of Software versus Competitor 2 _ Monthly Billing Expectations _ Annual Billing Expectations A sales person may identify for their prospect that they need a proposal that would outline Value Prop 2, description against competitor 1 and Annual Billing notices. Then a word document would create dynamically with the standardized wording based on their selections. Anybody have any idea how to do such a thing? (I should clarify I don't really know how to program at all) |
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dynamic content, template |
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