Creating a quotation by selecting items on another page in the same workbook.

Hi Folks,

I've tried looking around but am really not sure what keywords to search for this.

I have created a quoting template on a sheet of my workbook. Column A you type in the quantity of that part, column B is the part number, column C is the part description, D is the extended price (A*E) and E is the unit price.

This allows me while speaking with a customer to very quickly give them a price based on what they've asked for.

If there is no number in column A then the extended price is 0 and doesn't not form part of the price, pretty straight forward.

I have several of these sheets that I use for quoting various combinations of parts.


From the above sheet what I would like to do is to be able to create a formal quote I can send to a pdf and send to my customer.

My thought process on this would be to have a sheet in the same workbook that has a predefined quoting/invoicing type template setup, then as I type in quantities on my quoting page those parts with pricing and part numbers, start to appear in this quoting/invoicing template. I thought about using a vlookup formula but it would pretty much include all the parts on my quoting sheets which would make for a very long quote with pricing for lots of stuff they didn't care about.

If anyone can point me in the right direction that would be very handy, or give me a clue to what keywords I can google to find know where to start.

Cheers.

Thank you for the feedback. I will look into data validation lists at some stage today.

excelexamplequote.xlsx

Thanks to all who replied. I've taken a look at data validataion and I can't see how I can make it work to suit what I am trying to do.

Attached is an example file I made up.

Sheets are;

rawdata - as it suggests this contains unformatted raw data from a supplier.
Quick Quote - I used a sheet similar to this to talk a customer through a sale and give them a very accurate idea of price when we are done.
Customer Ready Quote - This is the sheet I am working on. I will outline what I am attempting to do below.

What I wish to happen on the Customer Ready Quote sheet is for it to be populated with data from Quick Quote sheet as I enter numbers into the Quantity column.

For example.
On The Quick Quote Sheet I enter a 1 in column A (Quantity) next to part number 4 (Row 8), Customer Ready Quote sheet sees that there is a number in column A and puts all the data in Row 8 into the quote automatically.

It only puts the data from any given row off the quick quote sheet into the customer ready quote sheet if it contains a number in column A. I wish for this to work with mutliple rows, so I can quote up mutliple parts at once.

At the end of it I would turn this into a PDF so it can be emailed.

Possibly. I did look at pivot tables previously but couldn't get my head around them with the resource I was looking at.

Cheers for the reply.