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
-
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.
Current freelance projects in the category Databases & SQL
Basketball Coaching Education Platform + Custom CMSBasketball Coaching Education Platform + Custom CMSProject Overview We are looking for an experienced web development team or full-stack developer to build a modern basketball coaching education platform. The website will provide basketball coaches with access to educational… Databases & SQL, Web Programming ∙ 14 hours 50 minutes back ∙ 62 proposals |
Integration of Viber in 8.3
223 USD
Need Viber integration into own CRM (1C 8.3)About the Company The company "Domofon System" is engaged in the installation and maintenance of intercom systems. Base of over 40,000 subscribers. We work on our own customized system based on 1C 8.3. We are looking for a specialist… Databases & SQL, Bot Development ∙ 18 hours 12 minutes back ∙ 9 proposals |
Refinement of 1C UT 11 for Zebra TSD (RDP): different sound signals when scanning
22 USD
Configuration: 1C UT 11 Address warehouse Zebra TC26 TSD Work via RDP Product scanning is performed in receiving, placement, picking documents, and other warehouse operations. Current problem: Warehouse workers operate through the Zebra TSD. When scanning, they do not always… C#, Databases & SQL ∙ 2 days 16 hours back ∙ 6 proposals |
Heal the 1C configuration
111 USD
Configuration of CRM & ERP SmartCeiling (2.8.26.0) Protection via Registration Code. Registered until the end of the year. Databases & SQL ∙ 3 days 7 hours back ∙ 8 proposals |
Need a 1C specialist for refinements and development.I am looking for a 1C specialist for freelance collaboration. I am currently working with a contractor who provides support and maintenance for the 1C system. However, due to the contractor's workload, there is a need for prompt execution of additional tasks, improvements, and… Databases & SQL ∙ 8 days 6 hours back ∙ 12 proposals |