Hello all!

Just trying to make the best solution for quote creation, however depending on what product we use, a different paragraph about the items are also supposed to go into the quote.

Basically it is set up like this:

(Bold and Italicized are what I am having trouble with)

Header:

contact info:

Products to be Applied:

Floor Preperation:

This Job is based on:

Scope of Work:

Table for pricing: (Boss doesn't want this changed from what we currently use as a table on MS Word)

Terms:

Project Warranty:

Your Responsibilities: (signing)

Footer: (Has sales rep info)

So basically I am looking for a way to manually choose which scope of work to input into the quote, and what floor prep need to be put into the quote.

Is there a way to keep his excel table but input the code for prices and totals, products?

If anyone has ever had to do this before please help me!

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Thank you,

saucytortillas