creating an Office 2007 template

[Daniel Bass]

I'm a C# developer, and have been asked to looked into the "best" way of
creating a quote template for my business that will allow users, when
creating a new document based on my quote, to open a document that has a
form with some details (quote number, client, customer contact, etc), which
will then fill placeholders in the document so that all that needs to be
filled in are the quote details.

Can this be done via InfoPath / VBA / C#?

I've seen a few Office 2007 videos and read a few documents online regarding
content controls and that sort of thing, but none of it's quite doing what
I'd like. For example, if I create a single content control, I'm not sure
how to create copies of it, so that if one is change, then they are all
updated, as with document properties. Doc prop's then seem to fall short in
that I can't find a way to customise the bar (just below the ribbon)that is
display when initially looking at the doc props...

I'm just looking for a point in the right direction, and for some pointers
as to recommended (in your opinion as I'm sure there's more than one way of
doing this) way of approaching this.

Thanks for your time.
Daniel.

 

[Clay Fox]

Hey Daniel,

This sounds similar to some projects I have done.

I would recommend InfoPath with a Database on the backend for your data.
This gives the fastest development time witht he most flexibility and
features by leveraging both product's strengths.

Check out the Database Accelerator, which provides the prepackaged
webservices to enable this marriage of InfoPath and SQL. http://www.qdabra.com

You can use code or do much of it codeless.

--
Thanks

Clay Fox

Qdabra Software
http://www.qdabra.com

InfoPathDev.Com
The Largest InfoPath Forum in the World
http://www.infopathdev.com

 

[SSA]

If you want to use a word document with place holders (content controls) then
the following article may help you get started (It has links to the msdn
articles that show you how to do this):

http://www.sharepointblogs.com/ssa/...ot-content-control-quot-programmatically.aspx

You can also use InfoPath template. You can use hidden sections in your form
and show them to the users with pre-populated data based on some criteria.

 

[Jessica Pitz]

I'm a C# developer, and have been asked to looked into the "best" way of
creating a quote template for my business that will allow users, when
creating a new document based on my quote, to open a document that has a
form with some details (quote number, client, customer contact, etc),
which will then fill placeholders in the document so that all that needs
to be filled in are the quote details.

Can this be done via InfoPath / VBA / C#?

I've seen a few Office 2007 videos and read a few documents online
regarding content controls and that sort of thing, but none of it's quite
doing what I'd like. For example, if I create a single content control,
I'm not sure how to create copies of it, so that if one is change, then
they are all updated, as with document properties. Doc prop's then seem to
fall short in that I can't find a way to customise the bar (just below the
ribbon)that is display when initially looking at the doc props...

I'm just looking for a point in the right direction, and for some pointers
as to recommended (in your opinion as I'm sure there's more than one way
of doing this) way of approaching this.

Thanks for your time.
Daniel.