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

I would create a userform (or forms) that provide the interaction between the user the data and the document and complete the document based on selections. To see what I mean, see the illustrations in my web site at http://www.gmayor.com/Invoicer.htm. This of course is for invoicing, but a quote is little different from an invoice so the principles could apply.

To get you started, see http://www.gmayor.com/Userform.htm then for greater depth see http://gregmaxey.com/word_tip_pages/..._userForm.html and http://gregmaxey.com/word_tip_pages/...pass_data.html

__________________
Graham Mayor - MS MVP (Word) (2002-2019)
Visit my web site for more programming tips and ready made processes www.gmayor.com

The suggestions that Graham made will give you the best result. While there are other methods that could give you bits and pieces of a solution, a userform can put it all together.

Thanks guys, I will give this a try.

Nico