holymexicobatman
Well-known member
Ok so the issue is kind of sticky but let's see if I can explain it...
I work for a service company. This company will go out to the job site and gather information about the job. The next day, the company sends the client a pdf or printed estimate. This estimate has pretty pictures, explanations, and lists, all personalized for that client.
I've got a template that ive created for these estimates and they all say the same thing except with each new estimate changes:
-the picture taken of the job
-the address and info
-the price
-"hello, mr. ______"
thats basically it. So is there a way i can just fill in this information once and let a macro(action) plug it all in for me, save and export to the desired format all in one glorious motion? And in Windows XP?
Bonus question!: what about having an automated function then that takes that file, uploads it to a hosted server via ftp, then sends a personalized auto email to the client letting them know it's ready and waiting at ... :huh: ughhhh......
I work for a service company. This company will go out to the job site and gather information about the job. The next day, the company sends the client a pdf or printed estimate. This estimate has pretty pictures, explanations, and lists, all personalized for that client.
I've got a template that ive created for these estimates and they all say the same thing except with each new estimate changes:
-the picture taken of the job
-the address and info
-the price
-"hello, mr. ______"
thats basically it. So is there a way i can just fill in this information once and let a macro(action) plug it all in for me, save and export to the desired format all in one glorious motion? And in Windows XP?
Bonus question!: what about having an automated function then that takes that file, uploads it to a hosted server via ftp, then sends a personalized auto email to the client letting them know it's ready and waiting at ... :huh: ughhhh......