![]() ![]() How is it different from Advanced Excel Templates II?Īdvanced Excel Templates II 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). All you need to do is insert an Excel->ACT field in your template. You could export User1 and User2 to Excel, have Excel calculate the sum and return it to the User3 field. Let's say you want to add User1 and User2 and put the total in User3. You may even use the power of Excel to perform calculations and update ACT! with the result of a calculation. 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. 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. Look at an invoice created with Quote/Invoice Maker II. If you have already created your own templates in Excel, simply edit them from the add-on and add the field placeholders. You select the sales/opportunities you want to include in the document and click OK.Įxcel Quote-Invoice Maker II 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. ![]() You open Excel Quote-Invoice Maker II and pick a template.You are here: home > products > excel quote-invoice maker ii for act! act22Įxcel Quote-Invoice Maker II for ACT! is the latest generation of our best selling Excel Quote-Invoice Maker add-on that makes the creation of quotes and invoices in Excel or PDF format a snap. ![]()
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