I am trying to come up with a system that would improve efficiency in creating Request for Quote and Purchase Orders. As an example, here is what I am trying to do with the Request for Quote.

1.) A new document from a template called "Request for Quote" is created.

2.) The system asks for an Excel file to import that has bid item information in specific columns and from a set row down to the end.

3.) The system uses an Outlook address book to pull up a list of vendors. You can then select a checkbox control next to each vendor to include the vendor. Vendors are displayed one by one from top to bottom.

4.) The same thing done in step 3 is performed for the bid items using the Excel file imported earlier.

5.) The information is appropriately placed in the template.

I can apply the Request for Quote concepts to Purchase Orders. Any idea on the most efficient way to accomplish this type of system