I have a simple manual excel customer quote spreadsheet that i enter all the data onto. It basically just totals the line items and has a grand total at the bottom. I print it and send it to my customers per their request. First, I would like this spreadsheet to automatically generate a new quote number when opened or when saved. Secondly, I would like certain "key" information on the quote to populate a "Quote Tracking Log" spreadsheet. Ideally my tracking log would be populated by 7-key pieces of information from my quote as follows: Quote #, Customer Name, Date, Project Name, Total w/o Tax, Product Type, Follow Up Date. Having a log like this would allow me to be able to sort data quickly so i could track how we are doing much more efficiently than just saving these individual quote spreadsheets to my customers folder. Thank You very much for your consideration."
Quote Tracking Log
- Thread starter jtbeatty
- Start date
Why dont you contact Chandoo directly at http://chandoo.org/wp/about/ and ask for consulting rates to develop such a system to do what you want, or Daniel at ExcelHero.com http://www.excelhero.com/contact/contact.html
You will need to spend a bit of time scoping what you want, inputs, outputs, standards for names, reference tables etc
You will need to spend a bit of time scoping what you want, inputs, outputs, standards for names, reference tables etc