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Quote Template

New Member
Posts: 1
Country: United Kingdom

Quote Template

Please help,

 

I think I must have deleted the template for creating a quote. Can I download a new version from somewhere?.  I think I have Act 11.

 

I have tried the demo version of act but I think the demo must be for a premium version of ACT rather than my version.

 

Jo

Copper Super Contributor
Posts: 206
Country: USA

Re: Quote Template

You will find the original in the directory for the demo database "ACT11demo-database files\templates" copy both the Quote.adt and Quote.xlt and paste them in the templates directory for your database.
Brad Marquardt
realtimeACT, Inc
Colorado, USA
New Member
Posts: 2
Country: USA

Re: Quote Template

I thought I had deleted my quote template files but there are present in the correct folder. T problem is the Quote button on my toolbar is deactivated for some reason.  Can you help?

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Quote Template

Hello Dr4gn,
Welcome to the Sage ACT! Online Community!

What version of Office do you have installed? What version of ACT! is installed?
Greg Martin
Sage
New Member
Posts: 2
Country: USA

Re: Quote Template

Also, if you want to make changes to the Excel Template (for example the tax rate or other items..) make sure you Save As an older version of Excel Template (choose Excel 97-2003 in excel) since the demo is an old template.  

 

Suzanne Patterson

Liquidcosmos Business Services

Arizona, USA

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