Thanks Charles and Paul for your feedback on this topic. I've clicked through your links and it looks like I have a bit of review to do. I noticed that many of the article links are for 2010 or older versions of work. I'm using word 2016...any anticipated issues?

Ultimately I need to create something that I can share with other members of the company and I don't think ribbon level building blocks would work. I need our staff to be able to pull a particular proposal template for a particular product, enter key information, and then have that template generate. I need to have the ability to be able to change or update text in that auto created document as needed as well. Seems like a strait forward thing that is actually hard to accomplish. Keep the ideas coming and I'll see how well I do at this.