#1
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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 |
#2
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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
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Graham Mayor - MS MVP (Word) (2002-2019) Visit my web site for more programming tips and ready made processes www.gmayor.com |
#3
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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.
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#4
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Thanks
Thanks guys, I will give this a try.
Nico |
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