We offer architectural design services and send out generally bespoke quotes to potential clients, we use Microsoft publisher to prepare these, which allows us to tailor them to suit the client.
I would like to link the contact details I use from the initial lead in Trello, to then auto-fill the details (name, address, cost) within the publisher document... is this possible?
Does anyone do anything similar?
Await to hear your thoughts,
Kind regards,
Adam 