Please Help! Eliminating Need to Input Redundant Information between Excel Macros forms and Word Documents RRS feed

  • Question

  • My company utilizes excel macros forms to enter account information such as company names, addresses, customer names, customer titles, customer numbers, customer emails, as well as equipment and parts for these prospects to develop pricing. 

    From there, one has to retype all of this same information into a final word document template to produce a proposal. 

    What is happening is a lot of repetitive information has to be typed between a bunch of forms, to the point where its extremely time consuming and redundant. Another thing that happens frequently is one or two spots get overlooked that contains a previous customers information. 

    My question is, with Office 365 is there a way to streamline data inputting to where information only has to be typed ONCE in a single master macros excel document that can automatically populate customer facing word document(s)?

    Friday, June 12, 2020 6:12 PM