Excel Customer List to Word Offer and Invoice template, with unique invoice number list and buttons to create

[_SGX_]

Hi Excel Experts,

I'm coming to you with a question, I'm helping out my friend with digitalizing their tools for their business, starting with a customer list, so they can use the details later for mailings, (now everything is on paper and in the word templates, so they don't have a nice standardized form/list.

So the idea is the following:

• There is an excel file with basic customer information:

  • Lyssens_Klanten.xlsx
    	A	B	C	D	E	F	G	H	I	J	K	L
    1	Salutation	FirstName	LastName	Address - Street + nr	Address - Postalcode + City	PhoneNumber	CellphoneNumber	Email	Offer Number	Invoice Number
    2	Dhr	Stein	Goetschalckx	Testlaan 1	2018 Antwerp		+32 474 789 872	stino@hotmail.com	Offerte 2023/001	Factuur 2023/001	MAAK OFFERTE	MAAK FACTUUR
    3	Mevr	Stina	Gee	Testlaan 2	2020 Antwerp	+32 3 820 82 82		stina@hotmail.com	Offerte 2023/002		MAAK OFFERTE	MAAK FACTUUR
    4	Dhr & Mevr	Stein & Maria	Bee	Testlaan 3	2021 Antwerp		+32 478 656 989	steinmaria@hotmail.com	Offerte 2023/003	Factuur 2023/002	MAAK OFFERTE	MAAK FACTUUR
    Klanten

• I'd like to make a "Make Offer"-button and a "Make Invoice"-button (ideally behind every line, which will make an offer or invoice using the data of the line AND put a unique, successive offer or invoice number in 2 extra columns in the back (
• The excel fields are entered in a word template, still need to make actual fields in the template for the excel to be automatically filled in... Maybe you also know the best way to do this for this setup?
• Last but optional step is to add a VBA code in the template so that after he's done editing the word, it can save the word + PDF export in a specific location ánd open a new email with specific text if it's an offer or an invoice (title would change slightly, body of text would change slightly,...)

How can I give you guys examples of the word doc templates?

I don't mind using VBA, I'm quite sure it's necessary in the above case? Thanks a lot in advance, Kind regards,
Stein