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written quotes using word and spread sheets

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4 Feb 2015, 7:13 PM
#1
kitcorsa avatar

kitcorsa

Totally Zenned

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written quotes using word and spread sheets

Hope someone on here might be able to point me in right direction.... I do a lot of writen quotes and at the moment I have a print out that I fill in the boxes I need to create my quote... Ie lighting, light fitting, light bulb, fittings, electrician etc but allot more...

I then use these and Add up by hand them type up using a template I made in word and post out.

If a customer buys or books I then reprint or amend and use this for ordering stock and trades etc... And then reprint a tradesman copy (basically same but no prices) etc.
This works but is very time consuming and lots of paper and scribbles.

Is there a way I that using a spread sheet that boxes or fields can be filled in and then this filled in info is then shown on the quote and auto adds up. I can then also import into a contract and tradesman template in same why. I need it to only show fields filled in, eg if customer doesn't need a electrician or new light fitting just new bulbs only the bulb field will show on the quote etc

Hope you know what I mean... And hope this is possible... Maybe google drive and forms might be usable. I do need to save these and also Add images etc in at later date.

5 Feb 2015, 12:14 AM
#2
divavocals avatar

divavocals

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Jan 2007
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Los Angeles, California, United States
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Re: written quotes using word and spread sheets

kitcorsa:

Hope someone on here might be able to point me in right direction.... I do a lot of writen quotes and at the moment I have a print out that I fill in the boxes I need to create my quote... Ie lighting, light fitting, light bulb, fittings, electrician etc but allot more...

I then use these and Add up by hand them type up using a template I made in word and post out.

If a customer buys or books I then reprint or amend and use this for ordering stock and trades etc... And then reprint a tradesman copy (basically same but no prices) etc.
This works but is very time consuming and lots of paper and scribbles.

Is there a way I that using a spread sheet that boxes or fields can be filled in and then this filled in info is then shown on the quote and auto adds up. I can then also import into a contract and tradesman template in same why. I need it to only show fields filled in, eg if customer doesn't need a electrician or new light fitting just new bulbs only the bulb field will show on the quote etc

Hope you know what I mean... And hope this is possible... Maybe google drive and forms might be usable. I do need to save these and also Add images etc in at later date.

Have you considered creating a WordPress or Joomla site and looking for a plugin or module for one of these platforms that can manage quoting or invoicing for you??