Generate Automated Sales Proposals with Print Option

Generate a customer-ready proposal from the inputs and calculated outputs of a SpreadsheetWeb application. A Word template controls the document layout, and named-range placeholders connect that template to the Excel calculation model.

Prepare the proposal template

Design the proposal in Microsoft Word with the required branding, headings, fixed language, and formatting.

Insert a named range inside double curly brackets wherever application data should appear. These placeholders are document stubs. Using the same names as the Excel ranges makes the later mapping easier and reduces configuration mistakes.

Review the expected data type for every placeholder so dates, numbers, text, and other values are merged correctly.

Create the Print Process

1. Open the application in the Designer.
2. Go to Events and select Create Print Process.
3. Enter a friendly process name.
4. Choose the output filename behavior. Use a static name for a consistent file or By value of when an application field should create a dynamic filename.
5. Save the process.

Open Documents for the new process and upload the Word template.

Map and enable document stubs

Select Document Stubs. The keys are the placeholders detected in Word, while the available named ranges come from the Excel workbook.

SpreadsheetWeb can match identical names automatically. Map any remaining stubs manually, confirm their data types, and enable the stubs that should be populated when the document is generated.

Add the proposal button

Return to the User Interface Designer and add an action button on the appropriate result or quote page. Give it a clear label and optional icon, then assign the Print Process as its event.

Publish the application and run a complete calculation. Select the proposal button and verify that the generated document contains the expected customer information and calculated values in the Word layout.