Hi All,
I'm new to the boards and I have limited knowledge in VBA. I just got an in depth book on the topic and am working through it. I wanted to get some thoughts and code to start for this project. I have an Excel tool that models out profitability for one of our products. I want to be able to automate the contract language that is currently done manually in Word (based on many criteria in the Excel model). There are many variables that go into creating the contracts. Here are my thoughts on how to go about setting this up, but just not sure if it's feasible and how it would get done in VBA.
I'm new to the boards and I have limited knowledge in VBA. I just got an in depth book on the topic and am working through it. I wanted to get some thoughts and code to start for this project. I have an Excel tool that models out profitability for one of our products. I want to be able to automate the contract language that is currently done manually in Word (based on many criteria in the Excel model). There are many variables that go into creating the contracts. Here are my thoughts on how to go about setting this up, but just not sure if it's feasible and how it would get done in VBA.
- Embedded word doc with the standard contract language that begins each contract
- Variable 1 - Is the deal global or North America only? I'd have a toggle Yes/No here. If Yes, pull the language for this from another embedded word document and paste into the contract.
- Variable 2 - Is there a bonus? Yes/No toggle (same as above). The bonus would also need to be copied into the contract language.
- Etc with the many variables
- I'd also need a few things copied from the actual file. There would be a table that needs inserted to the word document.
- After all variables are answered yes/no and the word document is populated, it will need to be saved down as a PDF so it cannot be edited.