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Creating templates for a quote

New Member
Posts: 9
Country: USA

Creating templates for a quote

I am running ACT! Premium 16 for web and microsoft outlook 2013. Our business creates templates with excell and there doesn's seem to be an easy way to create a template for this. I've been embeding them into the word document but it often gets distorted and some information is lost. Anyone know an easier way to go about this?

Bronze Super Contributor
Posts: 1,560
Country: United_Kingdom

Re: Creating templates for a quote

I think this might be what you're looking for fromExponencial

 

http://www.exponenciel.com/actaddons/actaddon.aspx?ID=153

 

HTH


David Shaw
Act! Certified Consultant since 2001
Office:    +44 (0)1483 714507
Mobile: +44 (0)7977 567 318
E-Mail:    dshaw@act4u.org