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EDIT QUOTE TEMPLATE FOR EXCEL INSIDE OF IT

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Silver Contributor
Posts: 1,965
Country: United_Kingdom

Re: EDIT QUOTE TEMPLATE FOR EXCEL INSIDE OF IT

Are you on a new design database? If so you should also have demo database that was created when you installed ACT. If so copy the templates from that to your database.  If not just open ACT and Create new database.

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Astute Commentator
Posts: 13
Country: USA

Re: EDIT QUOTE TEMPLATE FOR EXCEL INSIDE OF IT

I thought of that but I can only open the older version of DEMO. It will not allow me to access the templates. Is there another way around that to retrieve the excel quote template?
It will not populate the items. It makes no sense.
Any other suggestions?
Thank you
Kim
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Astute Commentator
Posts: 13
Country: USA

Re: EDIT QUOTE TEMPLATE FOR EXCEL INSIDE OF IT

I'm not on a new design database.  How do I reach the ACT DEMO folders for the templates?

 

That is the only thing I could think of is to try and save the quote from the demo application.  

I can run a quote from inside the demo application but can not find it to save.  Any help on this would greatly be appreciated.

Other suggestions as well.

 

Kim

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Silver Contributor
Posts: 1,965
Country: United_Kingdom

Re: EDIT QUOTE TEMPLATE FOR EXCEL INSIDE OF IT

Open the demo database.

 

Write - Edit Templates -

 

File Name - *.*

 

Right click on Quote.adt template - Copy - Paste to temp folder.

 

Right Click on Quote.xlt - Copy - Paste to temp folder.

 

Open temp folder and copy both items

 

Open your database -

 

Write - Edit Templates -

 

Right Click - Paste - Yes to replace

 

Close Templates - You should now be back to original Quote template.

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Astute Commentator
Posts: 13
Country: USA

Re: EDIT QUOTE TEMPLATE FOR EXCEL INSIDE OF IT

Thank you.  When saving to a temp folder where should this temp folder be and is it creating a new one?

Once confirmed I will try again.  

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Silver Contributor
Posts: 1,965
Country: United_Kingdom

Re: EDIT QUOTE TEMPLATE FOR EXCEL INSIDE OF IT

I should have said a temporary folder - just create one or paste them somewhere you can find them.

 

Have also zipped them below for US database.

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Astute Commentator
Posts: 13
Country: USA

Re: EDIT QUOTE TEMPLATE FOR EXCEL INSIDE OF IT

Thank you for the zip file.  I will try again and see if it will populate the data from the opportunity. 

 

Kim

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Astute Commentator
Posts: 13
Country: USA

Re: EDIT QUOTE TEMPLATE FOR EXCEL INSIDE OF IT

Once the new templates are saved. I do need to copy and paste the new xlt table into the adt word format correct? Isn't that how it is populated from the opportunity?
Auto populating the items is what I have lost the ability to do. Thank you again for your help.
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Silver Contributor
Posts: 1,965
Country: United_Kingdom

Re: EDIT QUOTE TEMPLATE FOR EXCEL INSIDE OF IT

Once the 2 items are pasted and replace the existing ones the new Word Quote  template should load the New Quote Excel template as an embedded object.

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Astute Commentator
Posts: 13
Country: USA

Re: EDIT QUOTE TEMPLATE FOR EXCEL INSIDE OF IT

automatically?