Community
Showing results for 
Search instead for 
Do you mean 
Reply

Opportunity quote question for ACT 2011

Master Commentator
Posts: 287
Country: USA

Opportunity quote question for ACT 2011

Hello,

 

This feature doesn't seem to be working in the demo database.

The portion of the quote that is suppose to be in Excel does not appear on the quote document.

 

The quote in Word has a box with what looks like a temp file. It has "tempd214.xlsx. I right-clicked on this image and selected Packager Shell Object Object - - > Activate contents. The spreadsheet portion of the quote, opened in Excel, but it would not display in the word document for the quote.

 

I am using Word and Excel 2010.

 

Any help would be greatly appreciated.

Thank you

Tracy

Master Commentator
Posts: 287
Country: USA

Re: Opportunity quote question for ACT 2011

Has anyone else had this happen?
Bronze Super Contributor
Posts: 1,170
Country: USA

Re: Opportunity quote question for ACT 2011

Not sure that it means anything, but, what happens if you do an export from the contact list view to Excel?

 

Or an opportunity list export to Excel?

 

Does it work as expected or is it weird?

Master Commentator
Posts: 287
Country: USA

Re: Opportunity quote question for ACT 2011

[ Edited ]

Hi M Scott,

I'm not sure that I understand what you are saying because the export option on the contact list view is a straight dump to excel.


The opportunity quote feature create a word doc that is suppose to have an embedded excel spreadsheet in it.

 

Are you able to create an opportunity quote?

Thank you
Tracy