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How to get a quote sheet to save to a specific place without taking the macros with it!

  1. #1
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    How to get a quote sheet to save to a specific place without taking the macros with it!

    I am quite new to any kind of coding. I've undertaken learning some things to accomplish specific work projects, and I've made some fairly good progress, but there's some stuff that I KNOW I can make excel do, but I am striking out on how to do it! I've got the book, I've spent a lot of time on youtube, and some of my questions aren't getting addressed.

    Okay. What I have thus far is a quote template that successfully extracts information from an estimation sheet, the quote number increases on open, and I wrote a code to get it to pop up a 'save-as' dialog box on close. What I envision is this...

    A button that will tell the completed quote to go save itself in a "Quotes" folder, clear the information from the template, and close the template while leaving my macros with the template NOT take the macros with the saved, completed quote.

    Can it be done?

    Thanks for any input! I've been winging it for about 6 weeks now, and I'd really like to get it finalized so we could actually use the damn thing!

  2. #2
    Forum Guru Norie's Avatar
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    Is the quote sheet a single sheet?

    If it is you could copy the completed quote to a new workbook and save that.
    If posting code please use code tags, see here.

  3. #3
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    Re: How to get a quote sheet to save to a specific place without taking the macros with it

    It is in fact a single sheet. So I would want to write a macro to copy it, and then save the copy? Wow that sounds so much easier than what I've been trying! Overthinking - I really try not to do that...

  4. #4
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    Re: How to get a quote sheet to save to a specific place without taking the macros with it

    Okay. I have got this quote sheet to where it will give me a save-as dialog box when I click on the 'save' button to which I assigned a macro. All well and good. BUT! I want each one to be able to be saved individually, based on info in a specific cell. Not sure how to get that command into my macro.

    For instance, I've been using a form that I created specifically to use as practice for the quote. I change the month in cell A3, hit save, and my dialog box says there is already a copy of the form, do I want to replace it? No, I don't. I want to save a NEW sheet, with the new month, as a separate document.


    Suggestions?

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