Stand-Alone Proposal Generation Product

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Reusable, Flexible and Totally Customizable.

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Program Summary: A low/no-learning curve, simple and focused tool that enables you to generate a fully completed proposal, contract, invoices or any other long document fully customized with your client’s information at the click of a button. A surefire way to help automate report production, eliminate mindless tasks, and save your company valuable time. Sold as a package solution for $500.

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Sample scenario: Business Pain Point

Creating proposals, property assessments or other multi-page documents utilizing a template with boilerplate text.

  • You have a lengthy template document, which requires you to fill in client or project related information at multiple locations throughout the document. For example the project name, client name or square footage are repeated on the cover page, cover letter and other locations throughout the document.
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  • Your boilerplate document may have placeholder text “<Client Name>” at each location where each piece of information should be placed. For each of these values, you currently either do a search and replace or cut and paste the values in each location throughout the document. For example, you search and replace with “<Client Name>” as the search text, the real client name as the replacement text and replace all. You then do another search and replace this time searching for <Project Name>, and you type in the project name for the replacement value.
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  • A complex document might have 50 to 100+ distinct fields. That means you have to repeat the search and replace process 50 to 100+ times, clearly a very time consuming and error prone process!
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My Solution: A custom application with 4 easy steps that can add value for your company

1. Create field values: In any Excel workbook you can create an unlimited number of field names which I refer to as building blocks with their corresponding values in column B. See Step 1 image below.

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2. Copy building block name range from Excel into any Word document. With your cursor anywhere within this table you just pasted into Word, click the “From Table” button (see Step 2 below) to create custom building blocks in that document. Each building block field will later be populated with whatever value you enter in the value column (B) in Excel for that building block.

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3. Place building blocks throughout your document. Copy & paste each building block you created in Step 2 wherever it needs to go throughout the document. There is no limit to the number of times or locations a single building block can be placed in your document. Save the document.

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4. Generate Word document. From your Excel workbook click the “Select Doc to Populate” button, this will display a file open dialog box. Select the file you just created in Step 3 and all values of each building block from column B will be passed into the building block fields in the selected Word document.

Steps 1-3 are only required for the initial document set up. Every time you need to create a new proposal, contract, or any template where values are repeated. all you have to do is update the values in column B in Excel, click the “Select Doc to Populate” button, select your document and you are DONE!

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Only 4 Rules to follow:

    1. The Building Block Data worksheet name CANNOT be changed as the code uses it to find the building blocks,
    2. There can be no spaces in the building block (underscores to separate are OK).
    3. There can be no empty rows in the building block range.
    4. The length of text of the values in column B is limited to 255 characters.
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Create Drop-down is an added feature. Just create a list in any Excel range, click anywhere in the list and then click this button. In the cell below the last item will be a validation drop-down list cell which you can copy and use elsewhere in the building block values range. This is both easier and reduces typos and other errors.