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by Gold Contributor
on ‎04-01-2016 04:07 AM



I agree with your comments.


As this is not liiely to change in Act! any time soon, can I recommend the Seamless Opportunities add-on as a way forward.


This is extremely flexible an allows you to create a number of different merged documents, not just quotes. It also has the ability to apply formulas to the data as it generates a quote as well. And it's fully integrated with Act!


I use it all the time.