12-13-2016 07:07 PM
I'm currently using ACT 18 with a customized layout of opportunities which track the progress of the opportunity through a variety of stages and tasks using date and check box fields. I would like to create letters and/or emails which automatically pull and reflect the data from the opportunity fields.
However, in the template creator, I only see the ability to add contact related fields. Is there an ability to create templates using data from opportunities? Is is possible to create a hybrid which can combine the data from the opportunities and send it to the attached contact(s) for the opportunity?
If not a native feature of ACT, is there a third party solution which can accomplish this type of template email or letter?
12-14-2016 01:21 AM
ACT is not able to do this but take a look at quotemaker
You can try it to see if it meets your needs before buying.