w/ Quote/Invoice Maker
Excel Templates with Quote/Invoice Maker for ACT! is an enhanced version of our Excel Templates for ACT! add-on. It 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 Templates with Quote/Invoice Maker for ACT! 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
Like with Excel Templates for ACT!, Excel Templates with 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 Templates with Quote/Invoice Maker for ACT! 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. Take a look at our user's manual for more on this.
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.
NOTE: Requires Excel 2000 or higher.