Prepare a Contract for the Manager in Word (VBA form)
Goal:
Create a convenient and understandable mechanism (macro, form, or other solution) for quickly filling out the client contract in Word, so that the sales manager can easily enter all client data on-site and print/give it for signature. The form must be in German.
Main requirements:
Form for filling out:
When opened or via a button, a window/panel with fields is launched:
Firma,Adresse,PLZ/Ort,E-Mail,Anzahl Lizenzen,Vertriebsmitarbeiter,Datum, and others.After filling out — the data is automatically placed in the required locations in the document.
The ability to "pre-prepare" data that will be inserted - by selecting a PACKAGE and the number of licenses
The form must be in German.
Clear and reset:
The ability to clear old data and start with a blank template.
Automatic date insertion:
The current date should be inserted automatically or selected manually.
Flexibility:
The ability to add new items and texts to the template without breaking the formatting.
The ability in the future to edit lists, phrases, and blocks (by ourselves or through comments in the template).
Visual design and style:
Format the template according to standards: neat indents, tables, header styles, logic of items.
Support for adding new items without violating the formatting.
Protection against accidental deletion (if possible):
For example, blocks with details or legal points — read-only or with a warning when changed.
Comment from the client (me):
I will add comments to the template and highlight in color the fields where automation is expected — please take this into account.
Open to your suggestions: perhaps a macro is not needed, and there is a more convenient solution.
Format:
Microsoft Word (.docx), preferably using native Word functions (VBA, forms, styles, etc.)
Expectations from the performer:
Proposal on the approach (macro, form, template, etc.)
Questions about the template if something is unclear
Test implementation on my template, which I will provide
Applications 1
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2 days55 USD
1311 63 1 2 days55 USDYuri, good day.
I have developed over a hundred corporate documents, from templates to commercial proposals, Excel user forms, and automated systems.
Feel free to reach out, I will implement a user form in Word, I have a few more ideas for implementation.
Write to me, we will discuss, we will agree, I will do it.
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