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Quote Template Modification

New Member
Posts: 8
Country: USA

Quote Template Modification

I am using ACT! premium 2008, I would like to switch the fields around within the embedded spreadsheet.  I purchased the Select-A-Quote add on and have successfully been able to change the logo and rename and resize the fields.  If I could switch a couple fields around it would be perfect.
Moderator
Posts: 4,395
Country: USA

Re: Quote Template Modification

sales1,

 

You cannot edit the embedded spreadsheet in the quotes template without the  help of an addon product.  I looked over Select-A-Quote and it doesn't look like it has that capability. 

 

Check out Excel Templates with Quote/Invoice Maker.  Looking over their features, it looks like you can create your own quotes.  Download their free 21-day trail.