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by Silver Super Contributor wellmet
on ‎09-18-2013 07:30 AM

I haven't tried it recently but there is a little trick you can do to get closer to your goal.  If you edit the templates in ACT! so that worksheet 1 is hidden and then reference worksheet 1 from worksheet 2 that will give you some flexibility on how the quote forms look.

 

Stan

by Silver Elite Contributor
on ‎10-01-2013 04:56 AM

What Jim said.

by Bronze Super Contributor jimdurkin
‎10-01-2013 12:00 PM - edited ‎10-01-2013 12:01 PM

Jim,

Yes Act! is not an accounting package nor does it try to be but they do have a very powerful SDK with many 3rd party developers extending it functionality, us being one of them.

 

To this we have created Impact Suite v5 which allows you to add unlimited numbers of opportunity templates such as the ones you are asking for. We have developed our own merge engine which handles any fields from the contact, company, group, opportunity or product tables. Impact has a 'bundling' system to package multiple line items together. You can even have multiple product tables to select from.  This is just a few of the additional features you receive with our add-on.

 

You can download the free trial at http://durkincomputing.com/

 

Hope this helps

-- Jim Durkin

 

PS - If all you need is the Impact Opportunity Module it can be purchased separately at a discounted price.

 

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