+ Reply to Thread
Results 1 to 3 of 3

Auto Populate Word Doc from Excel (Template)

  1. #1
    Registered User
    Join Date
    10-18-2019
    Location
    Atlanta, GA
    MS-Off Ver
    Office 365
    Posts
    1

    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.

  2. #2
    Forum Expert Pepe Le Mokko's Avatar
    Join Date
    05-14-2009
    Location
    Belgium
    MS-Off Ver
    Excel 2010 on Linux - O365
    Posts
    12,687

    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

  3. #3
    Registered User
    Join Date
    06-06-2017
    Location
    Illinois
    MS-Off Ver
    Excel 2016
    Posts
    25

    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.

+ Reply to Thread

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. [SOLVED] Excel if new row is created, auto-populate columns in word doc and create new word doc
    By Eduards in forum Excel Programming / VBA / Macros
    Replies: 3
    Last Post: 07-30-2019, 08:22 AM
  2. VBA Programming - populate word template with excel button
    By vixter100 in forum Excel Programming / VBA / Macros
    Replies: 0
    Last Post: 05-29-2018, 12:19 PM
  3. [SOLVED] Macro to auto populate template from excel spreadsheet
    By Cantona166 in forum Excel Programming / VBA / Macros
    Replies: 28
    Last Post: 12-30-2017, 09:07 AM
  4. Macro to auto-populate word template with bookmarks
    By DellRussellHWS in forum Excel Programming / VBA / Macros
    Replies: 2
    Last Post: 09-03-2014, 04:33 PM
  5. Use Excel Data to Populate Word Template
    By laralara in forum Excel Programming / VBA / Macros
    Replies: 1
    Last Post: 12-16-2013, 08:38 AM
  6. VBA to take from excel list and populate word template
    By bruizer31 in forum Excel Programming / VBA / Macros
    Replies: 2
    Last Post: 05-30-2013, 11:29 AM
  7. [SOLVED] How can I have Excel cells populate a Word label template?
    By MS Questionnairess in forum Excel General
    Replies: 1
    Last Post: 06-07-2006, 08:30 PM

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts

Search Engine Friendly URLs by vBSEO 3.6.0 RC 1