A marketing consultant friend of mine recently posed a challenge to me, how would I build a modular proposal template using Word 2010? The users of the template would be a sales team – all with varying MS Word skills – and the company has an evolving brand and ever-growing product line up. The client was also using Office 2010 and I was looking forward to getting a Word 2010 client project under my belt.
His client also was trying to get away from too much cutting and pasting across proposals and had an eye for more standardization in their proposal process. A master document approach never became part of the equation nor did too much inserting kung fu. Master Documents are an urban myth in the Microsoft World and anyway I like to keep things simple and easy to use especially if I am handing a document or template off to non-writers.