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Multiple Quote Templates

New Member
Posts: 8
Country: USA

Multiple Quote Templates

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)

 

Thanks,

 

MEL

Silver Elite Contributor
Posts: 3,353
Country: United_Kingdom

Re: Multiple Quote Templates

Try this one - produces all your quotes in Excel

 

http://www.exponenciel.com/actaddons/invoicemaker2008.php

 

Jeff

Jeff Granger
UK ACT! Specialist and Trainer

ACT Training Throughout The UK
www. bigbluemarketing.co.uk
New Member
Posts: 8
Country: USA

Re: Multiple Quote Templates

Thank you for the reply, however, I was hoping to find something that would work within Act to avoid all of the extra steps of leaving one to go to another program.  We currently do that now.
New Member
Posts: 8
Country: USA

Re: Multiple Quote Templates

Jeff:

 

Have you ever worked with Select A Quote?  I am interested in their product and wonder if you have had any experience with them or not?

 

 

Bronze Super Contributor
Posts: 1,233
Country: USA

Re: Multiple Quote Templates

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.

http://www.durkinaddons.com//images/ACTAddonsScreens/OpportunityListPlus/Edit%20Opportunity_zCreateD...

 

Here is the page about the add-on. 

http://www.durkinaddons.com/ACTAddonsOpportunityListPlus.aspx

 

 -- jim durkin

Platinum Elite Contributor
Posts: 14,387
Country: Australia

Re: Multiple Quote Templates