Sales Proposal

[Suzanne]

I don't know if this even can be done.

I need to create a sales proposal template that has some
information that is always the same. There will also be
information required that will be different for each
proposal. I would like to be able to have 3 options for
the sales person to pick and when they do it would insert
the text (from another document or some other place more
convenient) and remove the other two options. This
needless to say would have to happen several times
through the document.

Can this be done?

Thanks

 

[Suzanne S. Barnhill]

You might try an AutoTextList. See
http://word.mvps.org/FAQs/TblsFldsFms/AutoTextList.htm. Or you can create
the proposal as a protected form using dropdown list fields; see
http://word.mvps.org/FAQs/Customization/FillinTheBlanks.htm and especially
the forms tutorials by Dian Chapman that this article links to.

--
Suzanne S. Barnhill
Microsoft MVP (Word)
Words into Type
Fairhope, Alabama USA

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