quote logger build

[chillyduk]

Good morning all,

this is my first post so please be gentle.

i have been asked to help build a new system to log the quotes that we provide to our customers and i could really use some help.

so far i have designed it so that all of the information is entered and then there is a hyperlink to a separate worksheet that is a blank quote template for our agents to populate and send out to customers.

i am unsure of what i would need to do in order to get the logger to automatically issue the next quote number in sequence when the hyperlink is clicked and to insert this into the table so we can count how many quotes we have. ideally i would like the references to also populate in the quote template but this is not essential.

is anybody able to help with this? if you need more information from me let me know and i will provide whatever i can.

thanks in advance for any help.

 

[chillyduk]

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