<div>
<div class="content wysiwyg-content">
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!<br />
<br />
P.S. Opportunity Fields are the deal breakers. I need to be able to merge those in!
</div>
</div>


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!

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

I would like to use the &#39;quote&#39; 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&#39;t saved? Correct? Also there are some fields (iincluding custom fields, opportunity fields) that we need that aren&#39;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&#39;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!

Enterprise software, also known as enterprise application software (EAS), is computer software used to satisfy the needs of an organization, including businesses, schools, interest-based user groups, clubs, charities, or governments. Services provided by enterprise software are typically business-oriented tools such as online shopping and online payment processing, interactive product catalogue, automated billing systems, security, enterprise content management, IT service management, customer relationship management (CRM), enterprise resource planning (ERP), business intelligence (BI), project management, human resource management (HR), manufacturing and supply chain management, enterprise application integration (EAI), and enterprise forms automation. Enterprise software is often available as a suite of customizable programs that require specialist capabilities.