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Generating A Quote With Word, Not Generating

New Member
Posts: 1
Country: United Kingdom

Generating A Quote With Word, Not Generating



I have a slight issue when trying to generate a quote via a shared database. Whilst on the Host PC I can generate a quote whilst in opportunities with Office 2007 but the problem starts when I go to use a different machine to access the same opportunity. I press the quote button and a box comes up saying "generating quote" and then the box disappears. Hopefully someone has a solution for this. 

I am using:

ACT! by Sage Premium 2009 (11.0) Version

Windows XP

Office 2007 





Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Generating A Quote With Word, Not Generating

This may be permissions issue. Can you browse directly to the Quote template through Windows Explorer from the client machine and open the template (with Word, not ACT!)?

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.