Upstrive Proposal Mail Merging Document
PURPOSE OF THE PROJECT
The project's primary objective was to develop a tailored proposal template that could be seamlessly integrated with the mail merging feature in Microsoft Word. This allowed Upstrive to efficiently generate customized proposals for schools and universities. The mail merging document was designed to simplify access to the master list of educational institutions, providing key information such as the number of users and pricing per user. This approach significantly enhanced Upstrive's proposal creation process, making it more effective and time-saving.
CLIENT NAME
Upstrive c/o Peach Llanto
DATE COMPLETED
Completed - Jul 2022
TYPE OF PROJECT
Mail Merge, Proposal Template
TOOLS USED
Microsoft Word, Microsoft Excel
My Approach
Strategic Research: I conducted thorough research to identify the most effective strategy for utilizing the mail merging feature in Microsoft Word. This involved exploring best practices and innovative techniques to ensure the document's efficiency.
Testing Phase: To ensure the functionality of the mail merging document, I created a temporary excel file for the master list of schools and universities, allowing me to refine the template and formulas effectively.
Formula Development: I established relevant formulas within the document to fetch accurate data from the associated Excel sheet. This step was crucial in automating the merging process and ensuring data consistency.
Procedural Optimization: Throughout the project, I continuously explored additional procedures and optimizations to further enhance the mail merging document's performance and usability.
