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)

You have a couple of options.
1. Pay a template developer to create a template which contains a userform which is displayed automatically for new documents where the sales staff can pick the relevant components and click OK to assemble the customised proposal which can then be further modified by your sales staff.
2. Buy a product that has been created for this purpose. These links will give you an idea of what software might be available to choose from
https://www.trustradius.com/categori...posal/products
http://www.capterra.com/proposal-management-software/

__________________
Andrew Lockton
Chrysalis Design, Melbourne Australia

I was going to suggest that you give option 1 a try yourself but then saw that you do not program. The options Andrew suggests are good ones. Even use of IF fields requires some programming concepts. Doing it yourself will involve a lot of trial and error and frustration.

On the other hand, if you will be having a lot of these, this may be a skill you want to develop in-house.

Create a Simple Userform

Thanks everyone, I will definitely look at the products you mentioned!