VBA for the "Save As" macro-enabled button (saved in a VBA Module):
Sub SaveAsRoutine()
Dim OppNum As String
Dim ClientName As String
Dim UsrName As String
Dim sFileSaveName As Variant
Dim fileName As String
' Clear OppNum
OppNum = ""
'Set OppNum, ClientName, OppDate and User Name
UsrName = Environ("UserName")
OppNum = Range("C2").Value
ClientName = Range("C3").Value
' Insure OppNum is populated
If OppNum = "" Then
MsgBox "Please Enter an Opportunity Number"
Exit Sub
End If
'Set default SaveAs Path
Myroot = "C:\Users\" & UsrName & "\Documents\"
' Set filename equal to Opportunity Number, Client Name and Today's date
fileName = OppNum & " - " & ClientName & " Adhoc - " & Format(Now(), "MM-DD-YY")
' Save file in default location with custom file name
sFileSaveName = Application.GetSaveAsFilename(InitialFileName:=Myroot & fileName, fileFilter:="Excel Files (*.xlsm), *.xlsm")
If sFileSaveName <> False Then
ActiveWorkbook.SaveAs sFileSaveName
End If
End Sub