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Best Way To Accomplish Some Quotes With Office

Posted on 2013-12-21
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Last Modified: 2014-01-06
Hi,

I want to come up with a little quote system for myself, then mail merge it into Word.

Now where the bold is (service), there are some "-" points after it.

I want the "-" points to be stored somewhere along with the service, not sure if Excel or Access is the best way to do it?? Then I can select merge it over to Word.

I can have check boxes for Service 1, service 2, service 3, then in the database, I can have the description for each service and if checked then mail merge it. If not checked, don't

Any ideas of the best application or way to go about doing this?
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Question by:Computer Guy
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by:Computer Guy
ID: 39734104
Forgot the document.
Document2.pdf
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Boyd (HiTechCoach) Trimmell, Microsoft Access MVP earned 500 total points
ID: 39734187
What version of Office?

I would do it all in Access. Use an Access report to print the quote.  If you have Office 2007 or later then Access has built-in Rich Text support. The usually eliminates the need to merge with Word.

Your example can be done completely within Access 23007 or later using a report.

Note: The Access Report writer is very powerful. It can handle multiple records (quote line items)  for a single quote with ease. A Word merge gets very difficult when merging data from a database where you will need multiple records (quote line items) to print on a single quote.

Here is an Access 2010 template from Microsoft that should be a good starting point:

http://office.microsoft.com/en-us/templates/desktop-services-template-TC102489834.aspx

Description

Create and maintain a comprehensive business database that tracks everything from customers and employees, to invoices and quotes using this Access database template. Query a wide array of useful metrics -- everything from unpaid invoices to sales analysis and product line item codes. Robust tables allow you to build and maintain data on everything from workforce and clients, to FAQs and sales reports. The template includes dozens of powerful forms for creating entries as well as an impressive reports collection and useful macros.
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by:Computer Guy
ID: 39734804
Thanks!

Was playing around with this.

How can I have it so there is the service code, then in the description, have it have a bullet list of items that are included with that service?

I tried adding the bullet points to the notes are of the service item and including it, but no luck.

In the QuoteClientOnly report, in Design View, then in the details area, I added:

=[Description] & Chr(13)+Chr(10) & [Notes]
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ID: 39734836
Is it possible for you to post a copy of the database with some sample data so I can see what you are trying?
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