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Creating an quotation template

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    Creating an quotation template

    Hi Everyone, my first post here so go easy on me

    I want to use excel to create an automated quoting package for my business, here is my concept and the issues I'm having.

    Parts list
    We have various types of systems that we sell that are made up of several parts, and so we effectively have part families so for each tab I want to create a part list for example 'Type A product' tab will list all the parts and prices for the equipment used to build a type A product and next to each piece of equipment the labour involved, and the same for B, C etc.

    The quote tab
    I want to put together a quote tab that is the main quote, my idea is that I would set it out so it has quantity field on the left that I can alter, this multiplies the line item in the centre to reach the sum of the price on then left.
    Now as we have many different system types rather than list all of the products in a drop down list I want to have a column that is product family, from this you select the product family for that line item, then when you click on the line item column the list will only give you the products from that product family to save going through a massive list looking for them, and that the bit I'm stuck on, how can this be achieved?


    Thanks

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    Forum Expert dflak's Avatar
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    Re: Creating an quotation template

    It will help a lot if you can provide a sample workbook with non-sensitive data. This way we can see how your data are organized, suggest more efficient reorganization and see the issue more clearly. Systems such as this are generally better handled using a database, but I assume you don't have one. If your system is simple enough, then Excel can be "bent into shape" to do the job.

    Attach a sample workbook. Make sure there is just enough data to demonstrate your need. Include a BEFORE sheet and an AFTER sheet in the workbook if needed to show the process you're trying to complete or automate. Make sure your desired results are shown, mock them up manually if necessary.

    Remember to desensitize the data.

    Click on GO ADVANCED and then scroll down to Manage Attachments to open the upload window.
    One spreadsheet to rule them all. One spreadsheet to find them. One spreadsheet to bring them all and at corporate, bind them.

    A picture is worth a thousand words, but a sample spreadsheet is more likely to be worked on.

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