Automate Sales Writing of a Deal:
My sales force needs a template, where they input figures and those figures automatically go into the contract. I already created a template (see attached), that performs these functions in excel by having the contract reference inputs in the input sheets. Altogether, there are three inputs and contracts.
I need a more automated solution (preferably in Word), where the sales rep will put inputs in and there are checks in place that will ensure that the dollars in english (ex, Five Thousand Four Hundred Dollars and Sixty Two Cents) equals the numerics (ex $5,400.62).
Additionally, I want the software to do the math. For ex, If the purchase price is $5,596.00 and the expected Insurance amount is $3,000.00; I want the program to calculate the patient balance of $2,596.00. And of course all the english has to equal the numerics. And everything has to be formatted nicely.
We are a team of 2 having a vast experience on excel VBA scripting. Looking forward to work with you. thanks !!!
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