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Finding the Quote Template

New Member
Posts: 10
Country: United States

Finding the Quote Template

I ran a search on my computer and found the template for quotes, but I am unable to access it.  When I go to edit templates, I cannot find it anywhere on there.  What am I doing wrong?
Nickel Super Contributor
Posts: 584
Country: USA

Re: Finding the Quote Template

What do you have selected as your word processor within ACT? If it is set as the ACT Word Processor, you will not be able to see the quote template.

 

You will need to change the default word proccessor to Microsoft Word due to the quote template being a combination of a Word and Excel template.

 

You can do this under Tools -> Preferences -> Communication 

New Member
Posts: 10
Country: United States

Re: Finding the Quote Template

Now how do I edit the Excel spreadsheet part of it?
New Member
Posts: 2
Country: USA

Re: Finding the Quote Template

My preferences only allow for ACT Word Processor even though I have MS Word on the computer.  How do I change this?