Making an Excel based quote tool

[thewonder1304]

Good Morning Guys

I want to be able to make a fairly simple quoting tool from an Excel document. I have a price list with details of what products we sell and is split into product details such as family code, product range, model ref etc. (see below)

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I want to be able to click a box next to a line and import that information into a simple quote template on the next sheet. I also want to be able to add multiple lines, adding more than one product to the quote (hoping this can be done by clicking on additional check boxes). See below

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However, im struggling to find any information on how to do this? Can someone point me in the right direction or just tell me what the process is called? Is it forms or using formulas? I've used excel for a long number of years but nothing really this complex.

Any help would be greatly appreciated

[BadlySpelledBuoy]

Hi and welcome to the forum.

The problem with this approach is setting up all those checkboxes if you're planning on having lots and lots products. It will very quickly become laborious.

A different approach would be to have your list of products on one sheet and drop down boxes on the quote template where you select the product and the details auto fill in by using lookup formulas like VLOOKUP or INDEX/MATCH.
Far easier to set up and maintain.

You CAN do it the way you suggest, I mention the above purely as an alternative option.

Layout your workbook and attach it here and we'll take a look at helping you along with it.

BSB

[CRIMEDOG]

Another way - that will be similar to your Check box (without having to create and format check boxes) is to use a cell and a helping column.
Cell A: users add an X (or better yet a quantity)
The helping column (with Text color white) would be (Assuming a header row): =if(A2<>"",CountA($A$2:$A2),"")
the helping column will number the chosen options 1,2,3,...
On your Quote sheet start with a helping column (A) and number them 1,2,3,4,... The numbering begins where you want the parts to be. Then column B will be a INDEX Match combination to return chosen parts
=Index(PartsWorksheetName!$A$2:$I$3000,Match($Ax,PartsWorksheetName!$I$2:$I$3000,1)

[thewonder1304]

Good Afternoon Guys

That's brilliant, thanks for your suggestions!
I'll give both them methods a go this week and see how i get on

Appreciate your help

[jaslake]

Hi thewonder1304

Welcome to the Forum!!!

See this Link for an example of what you can do without Checkboxes...
https://www.excelforum.com/excel-pro...her-sheet.html