Hello!

My platform: Hotdocs Classic

I'm wanting to build a quote document in Word (formatting looks better) and I want to use Hotdocs to drive what items are being added to the quote and what isn't.

In total, I have about 50 items -each with their own unit price, and description.

I was going to create:

(a) 50 variables called itemUnitPrice;

(b) 50 variables called itemDescription;

(c) 50 variables called itemAddedToQuote.

That looks pretty intense. But it does come with the benefit that the answers are stored and the user can come back and add missing items or remove wrong items easily - since it is stored in an answer file.

An alternative I thought, was maybe I could use the database feature and link an Excel spreadsheet to it.

My experience with the database feature is limited. I've been able to link an Excel spreadsheet and just retrieve one user selected row from Excel to populate just 4 variables I needed.

What I feel I would need to do with Excel DB connection is:

(a) allow the user to select multiple rows, that data I guess would need to be extracted and stored into a Hotdocs variable or even a repeat loop?

(b) if the user forgot to select and item, allow the user to come back to the same page and display what was previously selected. I feel like this isn't a feature of the Excel DB connection.

Anyway, you can see where my thought process gets a bit fuzzy as I don't know what is the appropriate way to solve the problem.

How would you build a Hotdocs solution to a quoting document with 50 inventory items?

Thank you