My company uses an EXCEL spreadsheet to generate price quotes for our clients. We currently populate the EXCEL doc, then go over to Word and use a quote template and basically transpose the information from our spreadsheet for a more client friendly, cost hiding view. As I'm sure you can imagine, this is a waste of time, I've read other posts about using mail merge or macros but I have no idea where to even start with macros. Hoping to get some direction or assistance. The other issue I have is, I want this to be a template so as our sales people generate quotes the link between the excel source doc and word doc stays. SO basically a template that links the two documents no matter if they move file locations or are saved as a different version. What are my best options here? Any assistnace would be greatly appreciated.
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