Mail merge alternative

Question

I have a template Word document which I use when writing supporting technical documents to send with CAD drawings. Due to the nature of the product we create, this accompanying technical note is almost identical for every customer we supply the document to, with specific values different for each customer. For example;

This document should be read in conjunction with drawing number XXXXX and CUSTOMER_NAME specification.

The item will be Xmm in height, Ymm in length

For each customer, the varying values will always be the same. Currently, I have written some VBA which gives me a dropdown list on a userform which lists all our exsiting customers. When I choose a customer, the VBA does a simple "find and replace" on specific values (CUSTOMER_NAME, X and Y value etc).

Although this solution works at the moment it is not very scalable and time consuming to edit (easily). It also means if I choose the wrong customer, I need to start again (can't just choose another customer from the list).

I don't want to use a mail merge as I don't want to have to rely on a database in the background, the file should be completely independent.

Does anyone have any examples of other ways this could be done?

Answer 1

I think you have described the use case for my tool Generative Word Variables: http://www.gewova.com/