Connect two workbooks

Hi Eric,

As you have your Prices and quotation templet in the same excel workbook at the moment, I think it is easiest to keep it that way.
You can add a macro to save the quotation as a new file (values only) in either a new excel file or as a PDF file.

See attached sample.

Generate the quotation, selecting items, quantity....

Click the button to either save the quote as an excel file or PDF file.

There are some variables that can be updated as required;
The name in value in cell "B5" (name) is used as part of the file name together with the current day's date.
The files are saved in the same folder as the template is.

Let us know if this works for you

Sub SaveSheetInNewFile()

Dim Path, fileName, qName As String

    Application.ScreenUpdating = False
    
    qName = ActiveSheet.Range("B5").Value
    Path = Application.ActiveWorkbook.Path
    fileName = Path & "\Quotation " & qName & " - " & Format(Date, "dd-mm-yyyy") & ".xlsx"
    
        Cells.Select
        Selection.Copy
        Workbooks.Add
        Selection.PasteSpecial Paste:=xlPasteValues, Operation:=xlNone, SkipBlanks _
            :=False, Transpose:=False
        Range("A1").Select
        Application.CutCopyMode = False
    
    ActiveWorkbook.SaveAs fileName
    ActiveWorkbook.Close
    
    Application.ScreenUpdating = True
    
    MsgBox "The sheet is saved as: " & vbNewLine & vbNewLine & _
    fileName, vbInformation, "File Saved"

End Sub

Sub SaveActiveSheetsAsPDF()

Dim Path, fileName, qName As String

qName = ActiveSheet.Range("B5").Value
Path = Application.ActiveWorkbook.Path
fileName = Path & "\Quotation " & qName & " - " & Format(Date, "dd-mm-yyyy") & ".pdf"

ActiveSheet.ExportAsFixedFormat Type:=xlTypePDF, _
    fileName:=fileName

MsgBox "The sheet is saved as: " & vbNewLine & vbNewLine & _
fileName, vbInformation, "File Saved"

End Sub