create contract from excel deal sheet

[Mark81]

I want to create a contract template that will insert information from a deal sheet tab with drops downs listing the following info - customer, product, quantity, price, payment terms.

I have started by concatenating the deal sheet info cell into the body of the contract and index + match to find out customer address information from a database.

The problem I have is different customers have multiple payment terms and different clauses based on contract. This causes further problems because the length of the contracts are different and I have big spaces between paragraphs to accomodate this.

I woud really appreciate any help or advise on this.

 

[Jerry Sullivan]

Hi Mark,

As much as I like using Excel, it sounds like your process would be better served by a word processing app like Word.

 

[Mark81]

Hi Jerry,
I agree that I am trying to make a word document that will then be sent out in pdf format. Do you have any advice on how I can do so using Word?
Thanks,
Mark

 

[Jerry Sullivan]

My best advice is to ask someone who knows Word better than I do!

Many years ago I used Word's Mailmerge feature to read fields calculated in Excel into a form letter. I have no idea if that feature is still available or whether there is a much better procedure.

Perhaps you can checkout a User Forum for Word. It wouldn't surprise me if this is an FAQ.

Good luck!