I need a template that will turn a quote into a work order and then an invoice

You'd probably be better off running something like this from Access, or at
least Excel. You'd have tables to hold all your information and be able to
recall it. Access has a built-in report generator that is easily formatted
to your needs. If the customer responds to a quote with changes, you want
to be able to reflect those changes in a new quote without losing the first
one. When you generate a work order, there can be information that doesn't
belong on a quote - that's going to have to be either in a table and pulled
by a query, or prompted for and input by hand. Likewise, some of that info
doesn't need to be on the invoice, but extras that cropped up during the
work will be. This isn't something you want to try to wrap Word around.

Ed

"karentibbals" wrote in message
...
I need a template that will turn a quote into a work order and then an
invoice