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Auto Populate Word Doc from Excel (Template)

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    Lightbulb Auto Populate Word Doc from Excel (Template)

    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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    Forum Expert Pepe Le Mokko's Avatar
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    Re: Auto Populate Word Doc from Excel (Template)

    Before delving into macro's, perhaps first have a look at the Mail Merge tool from Word. There are lots of explanations and tutorials out there, as it is a vast matter.
    Starting from there see if you can find what you need and come back to the board to tailor it if need be

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    Re: Auto Populate Word Doc from Excel (Template)

    I agree with Pepe. You could use a macro to achieve this, but it would be a whole heck of a lot easier to set up a mail merge and use the merge fields to fill in your word file.

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