This might not be the easiest to type out, so if something does not make sense, please replay and I will try to further clarify what I am attempting to complete. For sake of argument, lets say "Doc1" is the original formal proposal document and "Exe1" is the original pricing tool.
So "Exe1" (original pricing tool) holds information relating to a project. There are several options which can modify the scope of the work and the price of said project. Historically we manually transfer the scope of work and pricing over to the "Doc1" (formal proposal document). I am now trying to combine Doc1 and Exe1 for a one stop shop (i.e., enter customer information, what they want to order, and print a nice clean formatted document). I know this is possible using the "object" feature in excel, but I am missing something important to pull it off, and I am not sure what it is.
It seems easy in theory and I stated working with the "object" fields in excel and "paste special & link" features in word. This worked so long as the Exe1 and Doc1 were on the same computer and their respective names were not changed. The first time I attempted to save and reuse the excel sheet, I thought everything was going fine. There were no errors, until I attempted to print the word document generated from the input in excel, however there were none of the options I had implemented. That is because the "links" were setup between Exe1 and Doc1, and not Exe2 (Exe1 just saved under a different name).
So is there a way to generate my proposal internal to excel without having to worry about document names? Anyone help will be greatly appreciated.
So "Exe1" (original pricing tool) holds information relating to a project. There are several options which can modify the scope of the work and the price of said project. Historically we manually transfer the scope of work and pricing over to the "Doc1" (formal proposal document). I am now trying to combine Doc1 and Exe1 for a one stop shop (i.e., enter customer information, what they want to order, and print a nice clean formatted document). I know this is possible using the "object" feature in excel, but I am missing something important to pull it off, and I am not sure what it is.
It seems easy in theory and I stated working with the "object" fields in excel and "paste special & link" features in word. This worked so long as the Exe1 and Doc1 were on the same computer and their respective names were not changed. The first time I attempted to save and reuse the excel sheet, I thought everything was going fine. There were no errors, until I attempted to print the word document generated from the input in excel, however there were none of the options I had implemented. That is because the "links" were setup between Exe1 and Doc1, and not Exe2 (Exe1 just saved under a different name).
So is there a way to generate my proposal internal to excel without having to worry about document names? Anyone help will be greatly appreciated.
