Automating a sales proposal from an Excel price list into a Microsoft Word table -- 2
Budget: $30 – $250 USD
I am looking for a quicker way of producing sales proposals in Microsoft Word.
Currently, I have to refer to a price list spreadsheet and then manually create a table in Microsoft Word on an area / room by room basis. I have attached two files, an example spreadsheet price list and a Microsoft Word costs proposal. The costs proposal is the document which is sent in PDF form to the customer.
You will notice that each item in each Area in the Word document, does NOT have an individual price, simply a total for that Area. I am looking for a way that I can type in the price list spreadsheet the name of the Area and whether to include it in the costs proposal by selecting y or n in the Include in proposal column. The solution should group all the same Area names together (as can be seen in the example Word document) and produce the table automatically, formatted as it is now or as close to it as possible.
I am open to suggestions, with other solutions being offered to me as long as the result is the same.
All Areas from 'Main Network System Equipment' down should be positioned as they are now, at the end of the table.
Please understand that although I have not included it in the example Word document there are a number of pages of information before and after the Budget Costings page(s) so it's important that whatever solution is made available it is able to accommodate these extra pages being added.
Currently, I have to refer to a price list spreadsheet and then manually create a table in Microsoft Word on an area / room by room basis. I have attached two files, an example spreadsheet price list and a Microsoft Word costs proposal. The costs proposal is the document which is sent in PDF form to the customer.
You will notice that each item in each Area in the Word document, does NOT have an individual price, simply a total for that Area. I am looking for a way that I can type in the price list spreadsheet the name of the Area and whether to include it in the costs proposal by selecting y or n in the Include in proposal column. The solution should group all the same Area names together (as can be seen in the example Word document) and produce the table automatically, formatted as it is now or as close to it as possible.
I am open to suggestions, with other solutions being offered to me as long as the result is the same.
All Areas from 'Main Network System Equipment' down should be positioned as they are now, at the end of the table.
Please understand that although I have not included it in the example Word document there are a number of pages of information before and after the Budget Costings page(s) so it's important that whatever solution is made available it is able to accommodate these extra pages being added.