Office Tasks - Standard Forms - Connecting Word, Excel and Outlook
Office Tasks - Standard Forms - Connecting Word, Excel and Outlook
(OP)
I"m curious to know how automated other's processes are for creating proposals and reports.
I suppose I'm most curious about proposals. I'd like to enter the prospective clients information into outlook contacts then from there generate a proposal in word with the clients information. The information would populate into correct locations along with the date, etc. We also use spreadsheets to estimate the hours involved in the project, so it would be nice if the contact information could also populate into the spreadsheet, in the correct location.
Then I'm wondering if there is a good way to use some sort of drop down menu in word or something to this effect as many proposals have the same verbiage.
Anyone have any insight or experience on this?
I suppose I'm most curious about proposals. I'd like to enter the prospective clients information into outlook contacts then from there generate a proposal in word with the clients information. The information would populate into correct locations along with the date, etc. We also use spreadsheets to estimate the hours involved in the project, so it would be nice if the contact information could also populate into the spreadsheet, in the correct location.
Then I'm wondering if there is a good way to use some sort of drop down menu in word or something to this effect as many proposals have the same verbiage.
Anyone have any insight or experience on this?






RE: Office Tasks - Standard Forms - Connecting Word, Excel and Outlook
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Doug Jenkins
Interactive Design Services
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