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Hi
I don't know if this possible so I will ask the question. I have a word document template that I use for writing up quotes, a lot of the information is generic and used in most quotes in bullet point format. Is it possible to have a sheet that lists all the different options that can be included in the quote including clients details, products to be used etc. What I would like to be able to do is tick each item that i want included in the quote and then be able to select export to Quote Template. I know there is Auto Text but this requires entering each line manually or having to start typing each line. I thought maybe it could be done in Access or Excel and then imported into word. Any suggestions would be appreciated |
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