07-08-2008 08:24 AM
I am looking for a way to have multiple quote templates within ACT! Does anyone know of or can recommend a good add on for multiple quote templates? Or a way to produce them directly within ACT! I am using: ACT! by Sage Premium 2008 (10.0) (ST Edition) Version 10.0.2.191
English (United States)
07-08-2008 09:05 AM
Try this one - produces all your quotes in Excel
07-08-2008 10:40 AM
07-08-2008 03:13 PM
You should check out Opportunity List Plus for ACT! (OLP). It has the ability to generate and convert from multiple templates into DOC, RTF, or PDF. OLP automatically attaches these quotes to the contact and can create the email draft with the quote attached.
Here is a screen shot of the "Print Document" window which open when you click [Create Document] button.
Here is the page about the add-on.
-- jim durkin
07-09-2008 08:14 PM