Using Word Documents with Access

A

accessgrits

I am trying to create a quoting tool for my sales group using Access.

In theory, I would like to have a form where they enter the quote date,
contact name and info, select products and click generate quote to output a
document that includes a cover letter, quote page 1, quote pg 2 (options),
and our Terms and Conditions (4 word doc pages long) - a total of 7 pages.

How is this possible in Access to either create that link with Word to
populate certain fields, or to create a document in Access that will print
like a Word page with page separators?

Any ideas?
 
D

dlw

you can make a report and save it in Rich Text format, which is like a word
document and can be opened by word.
 
N

NetworkTrade

dlw's advice is good. But it can be rough or at least tricky to set up alot
of static text with Access Reports. If there is a ton of text that is more
or less static (i.e. the cover letter) and just a few DB variables to be
inserted then the approach to take is using the Merge Document mode....this
is found in Word and then you source the data for the merge from the query
results of the proposal in question.

Merge is ok for inserting a few things and will work great....we use this
alot for mass mailings...but gets to be ackward when there is alot of stuff
to insert that is of variable lengths as the layout begins to get tough to
manage....

If neither approach is ideal - you can always consider a hybrid approach
where you use Access Reports to crank out some pages and Merge Doc for others
- and then manually assemble.
 
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