I'm trying to build a form letter. The letter relates to a Proposal
with a list of items of work to be done. Each item in the list relates to a specific task
or condition and description. The proposal includes pricing information.
A Form Letter (Proposal) is sent to a Customer/Client for signature indicating agreement
with the work to be done, the terms and conditions.
I would like to store the task items and conditions in one or more Access tables.
Then based on a phone call or meeting with a customer, I'd like to create a draft proposal
by identifying tasks and conditions from my existing table(s).
The draft would be available for edit and adjustment. Any new items could be saved for
use in future proposals.