07-16-2010 02:20 PM
The company I started working for has a quote template in Excel. It has several sections, Software, Hardware, professional Services, etc., in which each section may or may not have a price element included (not every deal includes professional services, for example).
Each section has a subtotal, with a Grand Total at the bottom.
Is it possible, either within Act or with an add-on product, to create an opportunity within Act, and have the opportunity flow to the appropriate sections within the quote template when I go to create a quote? It would save a lot of typing as doing the quotes manually is a hassle.
07-17-2010 04:47 AM