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Quote template

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New Member
Posts: 2
Country: United Kingdom
Accepted Solution

Quote template

When I press quote from the opportunity screen I get file not found. Also get the same when I go to the top menu.

 

Can anyone help?

 

Thank you


Accepted Solutions
Solution
Accepted by gmartin (Platinum Super Contributor)
‎09-25-2015 03:20 AM
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Quote template

Act! is looking for the following 2 files:

- Quote.adt

- Quote.xlt

 

If these 2 files are not in your 'databasename-database files\templates' folder you can copy them from the demo database template folder and paste them into your database templates folder.

 

 

 

Greg Martin
Sage

View solution in original post


All Replies
Solution
Accepted by gmartin (Platinum Super Contributor)
‎09-25-2015 03:20 AM
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Quote template

Act! is looking for the following 2 files:

- Quote.adt

- Quote.xlt

 

If these 2 files are not in your 'databasename-database files\templates' folder you can copy them from the demo database template folder and paste them into your database templates folder.

 

 

 

Greg Martin
Sage
New Member
Posts: 2
Country: United Kingdom

Re: Quote template

Thank you that worked perfectly
Copper Contributor
Posts: 21
Country: United Kingdom

Re: Quote template

My issue is more involved, managed to change the quote excell template, but when i start the quote module, it tells me that it cannot open the excell file because excell is not installed on the computer.

I have office 2007& Act 2011

New Member
Posts: 1
Country: USA

Re: Quote template

When I try to open a quote i get an error message that reads as follows:

The RPC server is unavailible. (Exception from HRESULT:0x800706BA)

 

Bronze Super Contributor
Posts: 1,543
Country: United_Kingdom

Re: Quote template

Hi John,

 

Please look at this Act! KB:

 

http://kb.swiftpage.com/app/answers/detail/a_id/36939

 


David Shaw
Act! Certified Consultant since 2001
Office:    +44 (0)1483 714507
Mobile: +44 (0)7977 567 318
E-Mail:    dshaw@act4u.org