I am not a programmer! The company I work for has been developing a CRM and quoting program using SharePoint and InfoPath. I have been struggling because I am familiar and successful with quoting using Excel and Word to create my quotes. The new quote program does not give me the flexibility I want/need that I currently have with Excel and Word. My quotes can be as simple as one part or as complex as a ten page, multi-option quote combining parts and services.
I have many concerns and challenges with using our new quote program. Some of the concerns could be alleviated if I could save or export my quotes to a word document instead of a PDF file.
Could this forum recommend a method or program to save my completed quotes from InfoPath directly to a Word document?