Where to start? What is the best template set or way to conduct this process from Smartsheet?
Hello - Can anyone provide me with the best template set or path for the following annual process that I conduct.
1. I email an excel spreadsheet to each department (30ish) with their prior years product list which includes: part #, description, vendor names, qty per kit, kits needed per semester, and class codes to apply cost, and a calculated cost kit cost per student with a markup.
2. They update item qtys, add/remove items required, enter kit qty required and email it back to me.
3. I then gather pricing from multiple vendors and update the spreadsheet with the new information and email them if there are questions from the vendor about various items.
4. Once completed, I save the spreadsheet as a pdf, and send it to them via adobe sign.
Any insight you can provide would be extremely helpful. Thank you