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Templates (Letters & Emails) From Opportunities

Astute Commentator
Posts: 53
Country: United States

Templates (Letters & Emails) From Opportunities

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?


Silver Super Contributor
Posts: 2,206
Country: United_Kingdom

Re: Templates (Letters & Emails) From Opportunities

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.