02-12-2009 06:35 AM
02-12-2009 08:39 AM
ACT! only supports one Quote template but you can achieve what you want with an add-on program. Personally I use this one which actually produces documents in Excel http://www.exponenciel.com/actaddons/invoicemaker2008.php. You can create as many different "forms" as you like and merge information from both Contact and Opportunity fields.
This has the added benefit that you can do supplementary calculations in Excel as well.
02-14-2009 04:00 PM
We have an addon called Opportunity List Plus for ACT! that also supports unlimited word templates. It has a few more feature such as:
- Opportunity List management with colonization group reporting
- Auto convert to PDF
- Auto attach to email.
Check it out at http://www.durkincomputing.com/ACTAddonsOpportunityListPlus.aspx
-- jim durkin