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#1
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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 |
#2
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Hi
Autotext really is your easiest option here. When you create an Autotext entry you can give it as very short name, such as A1, A2, A3 etc and then press F3 to insert the autotext. You dont have to type a long name to use Autotext. Hope this helps. Good luck. Tony |
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