Hello People.
I am trying to automate my quotation process for my business, and because it's a new business and I haven't got any money I have got to do it all myself, or at least with your help if you can.
I have a document that is a quote and I have saved in RED throughout my document stuff that needs to be inserted.
So Basically my quotation looks like this when finished.
Quotation, for {xyz} company, we propose to change your lights for LED, your current lights are {insert current lights} etc throughout a 10 page document.
Now all of this information is held within my workings spreadsheet so what I would like to do is have a "macro button" or something on the template of my document that imported the relevant cells from the spreadsheet that holds the data.
I have tried and failed by using a Mail Merge to do it.
So my ideal quote would read....
Quotation, for {spreadsheet abc cell b2} company, we propose to change your lights for LED, your current lights are {spreadsheet abc cell b7} and we propose to change them for {spreadsheet abc cell 8c} which will save you {spreadsheet abc cell 9D} per year.
Any idea how I can do this?
I am trying to automate my quotation process for my business, and because it's a new business and I haven't got any money I have got to do it all myself, or at least with your help if you can.
I have a document that is a quote and I have saved in RED throughout my document stuff that needs to be inserted.
So Basically my quotation looks like this when finished.
Quotation, for {xyz} company, we propose to change your lights for LED, your current lights are {insert current lights} etc throughout a 10 page document.
Now all of this information is held within my workings spreadsheet so what I would like to do is have a "macro button" or something on the template of my document that imported the relevant cells from the spreadsheet that holds the data.
I have tried and failed by using a Mail Merge to do it.
So my ideal quote would read....
Quotation, for {spreadsheet abc cell b2} company, we propose to change your lights for LED, your current lights are {spreadsheet abc cell b7} and we propose to change them for {spreadsheet abc cell 8c} which will save you {spreadsheet abc cell 9D} per year.
Any idea how I can do this?