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Mail merge with Excel?

New Member
Posts: 14
Country: United States

Mail merge with Excel?

Hi, I was wondering if it was possible for me to mail merge my proposal spreadsheets in Act.  I renamed a copy of my file to file.adt, which worked for the word templates, but it just opens up an empty word instead of excel.  Do I have to make my proposal in tables in word docs to be able to write>other in Act and have it pull client info?
Platinum Elite Contributor
Posts: 14,387
Country: Australia

Re: Mail merge with Excel?

Only word for mail merges.

 

You might be able to use the Sales Opps section and generate a quote?