Good Afternoon Experts,
I have a basic quotation excel template that I have created and I have attached for your attention.
In principal I am trying to add some functionality to the spreadsheet to make it interactive and strong proof.
On the 1st Worksheet it shows you basic the layout of the quotation...
I would like to be able to create form so that the user can enter the data in the form and it gets entered directly in the template e.g. Company Name, Address, Post Code, Reference,
The item section is next, the user can enter an description about the item but I want to able to have a button so that you add another item or items that follows each other
The other two sections are called 'Special Conditions' & 'Terms & Conditions' - this block of text is standard and it needs to follow on after the items section
Therefore, these two sections are always at the end of the document.
So when the quotation has been completed - I would like a button to validate the quote...
When the button is pressed - creates a record on the second worksheet with the quotation number and other details from the quotation.
When another quotation is started it should automatically increment the quotation number by + 1
I don't know if any of this is possible but I am looking for some help