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Sales Quotation Generator

Anonymous
2022-05-02T01:22:08+00:00

Hi All,

I am trying to create a quotation generator for my sales team.

Presently we have multiple single sheet template pages with information on different items we sell.

Below is an example of the individual pages we have already pre prepared as templates.

  • Title Page
  • Company background
  • Item 1
  • Item 2
  • Item 3
  • Item 4
  • Item 5
  • Item 6
  • Terms and conditions
  • Appendix

What I would like do it is have a way to select only some of those pages i.e:
Cover Page, Company background, Item 3, Item 5, Terms and conditions.

Which would then automatically generate into a single document that can be modified from that point.
Is there a way this can be done? or an add on app or software that can be used to make this happen?

Thanks in advance for your help and consideration.

Michael

Microsoft 365 and Office | Word | For business | MacOS

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2 answers

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  1. Doug Robbins - MVP - Office Apps and Services 322.9K Reputation points MVP Volunteer Moderator
    2022-05-02T03:49:43+00:00

    See the following page of Graham Mayor's website:

    http://www.gmayor.com/Boiler.htm

    1 person found this answer helpful.
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  2. Charles Kenyon 166.6K Reputation points Volunteer Moderator
    2022-05-02T15:30:24+00:00

    You can reinvent the wheel, but Doug has pointed you to the simplest method.

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