
Under Opportunities, New, create the name of a product. Add more names and not in alphabetical order. The order you add items should be the order produced in your quote. Unfortunately it lists in alphabetical order--Act 2010. For Act 2006, to get around this I have always used cost as my order. The value is always 0 so the order I list my products is the order the quote is generated. I don't have to do any editing in the final quote; but not the case in 2010. I am surprised more people are not using opportunities that way.
An example: Lets say I list the name of the product first; then features, and finally a comment line. Looks something like this:
Zebra
Stripes
"this is my favorite animal"
In alphabetical order it would be a mess. In Act 2006 it is not. In 2010 I would need to edit every line, once a quote is produced. I cannot use2010 sorry.
I agree ... our quotes from ACT and not printing in a logical order and do not look professional. We should be able to produce a quote with the main product listed first and the options for the product listed underneath. The items should appear on the Products/Services list in the order in which they are added (at the very least). Best case scenario would be to add a move up or move down feature so the items can be manually ordered prior to producing a quote (especially if items changed or added to the opportunity after it was initially opened).
Since we've upgraded to the 2010 version of ACT, most of our sales people have boycotted using ACT for producing quotes and do them manually in WORD -- is is causing a paperwork nightmare.
It seems as if, with the 2010 version, the focus has shifted from sales to marketing.
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