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on ‎04-20-2011 01:40 AM



Have you seen this:


Mike Lazarus
ACT! Evangelist
GL Computing, Australia

GL Computing Facebook Page -
LinkedIN ACT! Fanatics Group -

by Gold Contributor
on ‎04-20-2011 02:16 AM



That's a new one for me; I'll take a look.


I still maintain that this could be handled better within ACT though!





on ‎05-10-2011 01:20 PM

I agree. Even the add-on appears cumbersome. We have a Linked-in widget, a Swift-page widget and all sorts of other easy to use buttons. I guess this is a perfect example of give a little and everyone wants more- but how hard is it to add a "Convert to PDF" on the Add-In tab that pops up in Word? I also do quotes in Word- and I too have to send them as PDF. I use the same process as Jeff.

It kind of defeats the purpose of having the quote form as a template. Yes- the contact field info. merges- but the rest is a lot more cumbersome than just adding a name and phone number to a plain old Word document. My guys aren't using the ACT Quote form for this reason. (I find the Product list/capabilities kind of useless so I've had to completely re-do the quote form and I don't auto-populate the product info.)

More basic PDF compatibility please!

by Bronze Super Contributor
on ‎09-19-2012 04:08 PM

And let you pre-define with the template a subject line. You could of course edit this when the email opens, before you click send, but autopopulate the subject line with perhaps the first line of the template?

on ‎10-24-2012 08:00 AM

I am one of those always-asking-about-pushing-the-limits people Smiley Tongue


It would be great if ACT could write to a pdf form.


A service invoice pdf form could be generated from the current contact in ACT, filling in the address and customer number boxes on the form. Then the document can be emailed to the service technicians in the field on their iPads, who fill out the rest of the checkboxes and text fields on the form. The customer can sign on the iPad in the Adobe Reader app, and email a copy back to the office and to the customer.

by Gold Contributor
on ‎10-24-2012 08:59 AM

Yup. I've been asked for Service Engineer forms too.

on ‎03-27-2014 01:56 AM

it would be good to have such service to create pdf document in act. any free trial version for us to try? i am looking for such service to generate pdf invoice. thank you

by Bronze Super Contributor
‎03-27-2014 06:00 AM - edited ‎03-27-2014 06:00 AM

Impact Suite v5 has a feature to convert to PDF which supports *.doc, *docx and *.rtf file formats.


After generating a quote, invoice or a proposal you want to open the document in MS Word for final changes. 
For this reason you select the *.doc format when using Impact Suite rather then merging to PDF.
( Or using the native act merge engine which only support *.doc formats)
For this reason we have added a "Convert to PDF" option on the documents tab in the opportunity list view.

Steps to convert to PDF: 

  1. Select a document from under the DOCUMENTS tab
  2. Click o n the CONVERT TO PDF button

A PDF version of the selected document will appear in the list.


You can download the free trial from our web site:



-- Jim Durkin


on ‎09-29-2014 10:28 AM

Hello! You may also try visiting this site ( You can have fillable pdf forms that can work with then email it to your recepients once done. You might want to try. .

on ‎02-10-2017 11:56 AM

Please take a look at my new Act! AddOn product called FasterAct.


I believe that my product does EXACTLY what you are asking for!


Written documents and scanned documents are automatically placed in a Folder/SubFolder structure.


Please check out my website, download the trial and try it out.


Let me know if this is what you had in mind.