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EDIT QUOTE TEMPLATE FOR EXCEL INSIDE OF IT

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Astute Commentator
Posts: 13
Country: USA

Re: EDIT QUOTE TEMPLATE FOR EXCEL INSIDE OF IT

replaced.  When creating a quote now its Error stating "could not open macro storage".   GRRR!!! What does that mean? 

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Silver Contributor
Posts: 1,965
Country: United_Kingdom

Re: EDIT QUOTE TEMPLATE FOR EXCEL INSIDE OF IT

Yes, as long as you do it from Opportunity View - Create Quote and there are products in the opportunity.

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Astute Commentator
Posts: 13
Country: USA

Re: EDIT QUOTE TEMPLATE FOR EXCEL INSIDE OF IT

nevermind on that... had to unblock each doc because it was saved from a zip file. I will be careful on what areas of this I edit so I do not create the same issue. Thank you for all your help.
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Silver Contributor
Posts: 1,965
Country: United_Kingdom

Re: EDIT QUOTE TEMPLATE FOR EXCEL INSIDE OF IT

Glad its sorted - Do look at the add-on as it is much more flexible and does have a trial period.