Excel Quote-Invoice Maker
» What's new in this version
Excel Quote-Invoice Maker for ACT! makes the generation of quotes and invoices a snap as it gives you the ability to merge opportunity data in your Excel spreadsheets!
If your data is already in ACT!
you won't have to retype it. Promise!
So simple you won't believe it
It is a simple 3 step process:
- You select the contact in ACT!
- You open Excel Quote-Invoice Maker and pick a template
- You select the sales/opportunities you want to include in the document and click OK.
Create your own templates in minutes
Excel Quote-Invoice Maker for ACT! makes creating templates a very simple process: in fact, it is as easy as creating a Word template from ACT! All you have to do is select a cell, pick the field you want to insert and click the Insert button.
If you have already created your own templates, create a new template with Excel Quote-Invoice Maker then copy and paste the information of your old template in the new template and you are ready to insert ACT! fields.
Look at an invoice created with Quote/Invoice Maker.
AutoNumber your documents
Automatically number your documents
with our AutoNumbering system
With our AutoNumbering system, you may define as many automatic number formats as you want, one for your quotes, one for your invoices and select it when generating your document.
You may also want to look at our AutoNumbers for ACT! Record add-on which, among other features, allows you to automatically autonumbers your opportunities at creation time.
Use Excel as a calculator!
You may even use the power of Excel to perform calculations and update one or more of the current contact fields with the result of the calculation. Let's say you want to add User1 and User2 and put the total in User3. You could export User1 and User2 to Excel, have Excel calculate the sum and return it to the User3 field. All you need to do is insert an Excel->ACT field in your template.
You may even perform this operation in the background, without opening the merged document.
How is it different from Advanced Excel Templates?
Advanced Excel Templates exports data from either the Contact table or the Company table or the Group table or the Opportunity table but cannot combine data from 2 tables (a workaround could be to use Copy Data Between Records). Excel Quote-Invoice Maker is designed to export Contact + Opportunity or Company + Opportunity or Group + Opportunity data to Excel.
As a consequence, another difference is that Advanced Excel Templates has the ability to export more than one record at a time (for instance you can create 10 documents with data from 10 different contacts at once), but not Excel Quote-Invoice Maker (you can create a quote or invoice with multiple opportunities and products but not multiple quotes or invoices at once).
NOTE: Requires Excel 2000 or higher. Compatible with Office 2007 and 2010 (32-bit only).
What's new in the version for ACT! 2010 and up
- The add-on has been modified to take advantage of the completely new opportunity table structure.
- You can now export photos.
- The document naming convention is now shared among users in a multi-user environment and now uses field display names instead of internal field names.
- You now have access to online help through the Help>Online help menu.
- The add-on name is now Excel Quote-Invoice Maker changed from its previous name of Excel Templates w/ Quote/Invoice Maker.
» The best way to discover this add-on
is to browse its online help
Additional information found at BestACTAddons.com