Here is what I've done so far, but would like to have an expert give a price to do it the right way. I have a web application which will create a sales quote. Once completed all of the data will be in our ERP system. I have a REST API which will send back JSON data to populate the spreadsheet.
I've created a Sales Quote spreadsheet from one I've download online. It's prettier than what I would usually do! It can be much better I'm sure. When the spreadsheet downloads from my web application, the spreadsheet uses the filename to make the REST call, sending the quote number back to our system. JSON data is returned and populates the spreadsheet.
A pivot table is probably necessary to show the data grouped the way we want it. A quote could be 1 item or 500 items. There will be groupings, sub-total and totals. We'd like to show our logo and a spot where we could place the potential customer's logo.
I've created a Sales Quote spreadsheet from one I've download online. It's prettier than what I would usually do! It can be much better I'm sure. When the spreadsheet downloads from my web application, the spreadsheet uses the filename to make the REST call, sending the quote number back to our system. JSON data is returned and populates the spreadsheet.
A pivot table is probably necessary to show the data grouped the way we want it. A quote could be 1 item or 500 items. There will be groupings, sub-total and totals. We'd like to show our logo and a spot where we could place the potential customer's logo.