Form Fields and then Merge. I have a few videos showing how it is done, that I can give you access to. Send me your email addresses and I will host and give some limited access to. My estimator gets very protective of his process here so that the competition doesn’t get ahold of it……….

Dave and I have been going back and forth about this topic for quite some time now. At my company we use a function in Adobe Pro to pull data directly from a spreadsheet to a specified bid form to make sure we do not incorrectly write the wrong number for the unit bid price or for the extended amount based on the quantity. Basically we…

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We are using Power Query to scrub bulk B2W Track data into a better report for weekly reviews of job status. Just started doing this, so still perfecting it, but happy to show you what we are doing.