• Status: Solved
  • Priority: Medium
  • Security: Public
  • Views: 419
  • Last Modified:

What is the easiest way to edit quote.adt template in Act! 9.0?

I would like to use the 'quote' button on the opportunity screen to print a form that we use internally to request that an opportunity is added to our accounting system. It is very similar to a quote in that it is specific to one opportunity. I understand that there are some limitations when editing the quote.adt template. Some formatting changes aren't saved? Correct? Also there are some fields (iincluding custom fields, opportunity fields) that we need that aren't listed in the field list for quote.adt. I can write write SQL queries, create new data sources, edit templates, etc., but I need to know how to make it work with the program. We have lots of users, so I would rather avoid buying a per user add-on, but I'll consider anything. Thanks in advance for your help!

P.S. Opportunity Fields are the deal breakers. I need to be able to merge those in!
0
socallilly
Asked:
socallilly
1 Solution
 
Mike LazarusAct! Evangelist - CRM ConsultantCommented:
This is the standard method for editing Quotes - http://tinyurl.com/4tkc6d

The only real ways to really do what you want would be to use an add-on or do a lot of coding.

I haven't played with any of the add-ons that do this, but here's one you might have a look at: http://www.exponenciel.com/actaddons/invoicemaker2006.php
0

Featured Post

Upgrade your Question Security!

Your question, your audience. Choose who sees your identity—and your question—with question security.

Tackle projects and never again get stuck behind a technical roadblock.
Join Now