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automated letter from scratch

  1. #1
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    Question automated letter from scratch

    Hi great forum!
    Hope all of you have a nice day,

    Im trying to figure out already for few days any possibility to make easier my workload in excel and looking for advices ( for sure im not first who is thinking of it)

    The situation:

    Working as a reseller and im building PCs/servers in configurator which it gives me raw lines with all components inside ( part number, part description, qty and price)

    To send it to end customer im writing all the time a nice looking cover letter in excel and after saving as pdf. Until now i copy all the components manually and just adjusting fonts,colors and so on.

    Now question:

    Its any way that i can have a predefined version of my cover letter (standard words/dates/currency/background) already in excel stocked and all the time when im opening a raw excel with config just to press a button and it will be designed and filled in cover letter description?

    I know that i could work on this with macro, but how to have already predefined format of my cover letter?

    Any help is very appreciated.

    P.S. before creating this topic i read others but did not found solution close to my idea.
    P.S2. excel level around intermediate so might now know all features, just need few kicks where to dig.

    Again,
    Thank you

  2. #2
    Forum Moderator AliGW's Avatar
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    Re: automated letter from scratch

    This is what Mail Merge is for: https://support.microsoft.com/en-au/...b-0a948fa3d7d3

    https://www.ablebits.com/office-addi...ge-excel-word/
    Ali


    Enthusiastic self-taught user of MS Excel who's always learning!
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    Re: automated letter from scratch

    Hi and thanks for reply

    unfortunately its not a mail merge,(im using this type of action for mass sending) but in this case i dont need to create an email to send to a specific contact.

    Im asking if its possible to stack inside the excel a predefined template format for cover letter and when coming with another raw template to input data into same format needed.

  4. #4
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    Re: automated letter from scratch

    Hello Heque and Welcome to Excel Forum.
    To send it to end customer im writing all the time a nice looking cover letter in excel and after saving as pdf. Until now i copy all the components manually and just adjusting fonts,colors and so on.
    This implies that you already have a cover letter template.
    Someone may be better able to help if we could see the template and also a couple of the component sheets.
    Let us know if you have any questions.
    Consider taking the time to add to the reputation of everybody that has taken the time to respond to your query.

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