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Quote File

Copper Contributor
Posts: 73
Country: United States

Quote File

I think this feature is really cool but I'm confused.

 

When I create a quote from an opportunity it opens word. Fine.

 

However when I save it it does not attach it to the record. Simply saves it in My Documents/Act/Documents

 

Is that what it's supposed to do? Do I need to attach it to the contact or is the opportunity enough?

 

The reason I am creating the quote is to email it to my clients (or Fax it to them)

 

Thank you

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Quote File

Hello,

Similiar to a mail merge, you will only get the prompt to record to history if you print it. You can print it either to a printer or to .pdf (or other output). This will record the history and optionally attach the file to the associated contact's history, but not the opportunity record itself.

Greig Hollister

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