I currently have a quotation template in word. its layout i think is beautiful, but the trouble is the following;
- Some of the administration people struggle to use it without deleting important info from it
- There is no quotation number on it, so my clients get confused with which quote is which
- other users will end up having a quote that is different to the way it should look.
What i am trying to have, is a quote set out the way i have it on word. But have certain areas of the quote locked in and unchangeable. Certain areas of the quote will be where they can enter details, like client details and quotation information. A self generating quote number, lots of things like that
I do not know my way around word, or spreadsheet and am unable to play around to have it work for me.
Skills: administration, microsoft-office