Example for automating sales proposal
- Última actualización2025/10/01
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The Word package provides actions such as Open, Find and replace text, Insert text, Read text, Save, and Close.
You can use these actions in the Word package to automate the repetitive tasks such as opening a template, replacing placeholders, inserting sections, validating content, and saving the document using a standardized name before closing it. Some of the benefits are:
- The proposals are generated much faster.
- A single template and style across all proposals ensures consistency.
- Automated validations reduce human errors.
Antes de empezar
- A proposal template in Microsoft Word document with placeholders.
For example:
CustomerName
,ProposalDate
,SolutionOverview
. - An output folder where the Word document will be automatically saved.
- Some user defined variables such as:
-
vWordSession
(String): Holds your Word session name.For example,
SalesWordSession
. -
vTemplatePath
(String): Holds the full path to the Word template -
vCustomerName
(String) -
vProposalDate
(String) -
vSolutionOverview
(String) -
vOutputFullPath
(String): Full path for the final file.For example, C:\Proposals\Auto_2025-09-19.docx.
-
nReplaceCount
(Number): Stores how many replacements occurred (for validation)
-