Advice? Table pulled into template letter, and data logged

[jenno1969]

Is there an efficient way to "mail merge" a letter containing a table pulled from excel and export the data to next line of "database" log?

We have a small quotaion form with upto 25 No. rows and 6 columns, which ideally would automatically be fed into a template word document in a way similar to mail merge.

The data input i.e. Order No., Date Address, Contact, Selling price etc. etc. would then be automatically fed into a "database".

Example Quote

Quote Number Address Date

Quote Table to be auto input:-

Product / Colour / Quantity / ( hidden buying price ) / Selling Price

------------------------------------------------------------------------------
Letter example

Order No.

Address1
Address2

=today()

Dear xxx,

cover text... Please find quotation for Job No. xxx etc. etc

Inserted quote from Excel ( must be automatic, not cut and paste )

Cover text, Please sign below to acceptance to quote, etc. etc.

your sincerely

Signed xxxx

The only way I can currently invisage this at present is collecting the quote data via vlookup, creating a seperate sheet containing a letter template ( in excel ). An external " database ( excel linked to access )that concatenates the file name and collects the data from the Quote sheet via inputting the Quote No. and inputs calculated sells for profit and percentage profit.

I'm sure this must be a familiar scenario which others may have learnt the do's and don'ts. I'm sure there must be a better way?

 

[sunnyland]

Hello,

I you have access, wouldn't be easier to have everything done into access.

A form to generate a quote.

A Report could use the quote data then could be email to the client or printed to be faxed.


This is of course if the people generating the quotes all have access to Access.