Populate a Word Template with Dynamic Data From a HTML Form on a Sharepoint Page

Question

I have a SharePoint site. What I want to do is: 1) Upload a Proposal Template and create an HTML form that allows our sales guys to enter customer details 2) Allow the sales guy to select some options on the form ( that using Javascript/Jquery will do some calculations, to create price/scope

for example

int TotalPrice
createTotalPrice(int Rooms, int Margin)
{
  TotalPrice = ((Rooms * 500)/ (margin/100))
}

3) Then populate the template document with these values 4) Allow the sales person to download the new document 5) Email the Sales Manager with a copy of the proposal.

To be clear, this will be dynamic data that will not exist in an existing database or list. So the method of mapping to a list initially will not work. I am not opposed to having the form populate the list and the list populate the template document although this would add additional steps.

Any advice/ideas are appreciated.

-Phil

Answer 1

Do do exactly what you require, you will need to modify the form for the list by placing the entire java-script for your 'calculator' into it, and then saving that data to a list. Then, you would use the Insert > Quick Parts > Document Properties option in Word to display that information from the SharePoint list. You will need a content type to do this, of course. To modify the form with your custom javascript, you will need a form editor such as InfoPath, Nintex Forms or if you are comfortable enough, editing the editform.aspx page directly for that library.