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Excel Templates with Quote/Invoice
Maker for ACT! -- for ACT! versions 5 and 6

Excel Templates with Quote/Invoice Maker for ACT!

Excel Templates with Quote/Invoice Maker for ACT! is an enhanced version of Excel Templates for ACT!. You'll be able to merge sales/opportunities data in your Excel spreadsheets! It also makes the generation of quotes and invoices a snap.

So simple you won't believe it!

It is basically a 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.

Look at an invoice created with Excel Templates with Quote/Invoice Maker for ACT!

Click to enlarge

Click to enlarge

Standard Template "Invoice-Detailed"
supplied with the program
shown with the field coding

Merged document

If your data is already in ACT!, you won't have to retype it!

If the data is in a contact field or in a sales/opportunities field, you may include it in your quotes, invoices or any other Excel document without retyping it! Promise!

Create your own templates in minutes

As 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.

Check it out!

 

Other Products by Exponenciel

1-to-1 Contact Link— Add a button to your layout to quickly go from one contact to another. Ideal to create bidirectional links (to link spouses) or a unidirectional link (to link a contact to his/her lawyer, accountant, boss, etc.). There are no limit to the number of relationships you may create. FREE TRIAL
Advanced Do Not Call Lookup— Comply with the new FTC rules for telemarketing which require that telemarketers scrub their call lists every 31 days. Advanced Do Not Call Lookup allows you to quickly check phone numbers, contact, group or company records and build lookups of record that you may call or not call so that you can flag or delete them. FREE TRIAL
Advanced Drop-Down Lists— Advanced Drop-Down Lists helps data entry. With Advanced Drop-Down Lists, you may attach to your fields drop-downs items which depend on the value of another field. You may also create dynamic drop-downs which read on-the-fly the contact or company names of the members of one group. The ultimate flexibility in data entry that you were looking for! FREE TRIAL
Advanced Field Protection— Advanced Field Protection enhances the existing ACT! Field protection feature. It is designed to give you control over which user may enter data in your ACT! Fields. FREE TRIAL
Advanced Internet Services— allows you to connect and query Internet services with your ACT! data by simply clicking a button. You may connect to phone directories, map services, search engines, industry directories and more in a snap. FREE TRIAL
Advanced Lookup By Group— Create cross-sections of groups, combine groups, exclude a lookup from a group, reverse lookups, find groupless contacts and more. FREE TRIAL
Advanced Sales Lookup— Lookup Sales/Opportunities by Product, Type, Quantity, Amount, Sales Stage or Forecasted Close Date. A must-have for all users of the Sales/ Opportunities module. FREE TRIAL
Advanced Sales Lookup, Export and Reports— Designed to help you manage your Sales Opportunities by combining three functions: elaborate Sales Lookup features; the ability to export your sales data to a CSV (Comma delimited) file for easy import into another program; and it allows you to create reports in Excel with formatting, sorting and totals in place. FREE TRIAL
Advanced Scheduling System— Advanced Scheduling System offers a completely new calendar interface to manage your activities in time slots. View at a glance which slots are available or occupied. Ideal for managing the calendar of your sales or technician teams, conference rooms, shared resources. A must for doctors, trainers or any professional with a fixed appointment schedule. FREE TRIAL
ColorCode— Change the color of your activities with one click, based on who they are scheduled for, what they are regarding, etc. FREE TRIAL
Custom Fill — Automatically create ID numbers for your contacts, do calculations involving field values, populate a field based on another field value, insert a date stamp, and more. FREE TRIAL
DBSwitch— Associate a layout with each of your ACT! databases so that they open directly in the proper layout! Also allows you to define database-specific file locations (like documents, document templates, etc.). A must-have for multiple database users. FREE TRIAL
Excel Contact Reports for ACT!— Create contact reports in Excel with formatting, sorting and totals in a snap. Because it uses templates, there is no need to edit your reports once created! All fields may be exported. Sort your reports by whatever field you like (3 sort levels). FREE TRIAL
Excel Templates with Quote/Invoice Maker for ACT!— An enhanced version of Excel Templates for ACT!. You'll be able to merge Sales/opportunities data in your Excel spreadsheets, making the generation of quotes and invoices a snap. FREE TRIAL
LayoutSwitch — Allows you to associate a layout with a type of contact or group, so that when you view contacts or groups the layout associated with the current contact or group is automatically displayed. FREE TRIAL
LookUp Store— Quickly save and retrieve lookups. Automatically brings you back to the active contact that was present when the lookup was saved. FREE TRIAL
MyCalendar — A fully customizable colored calendar in HTML. FREE TRIAL
TriggerCalc Allows you to make any type of calculations using your ACT! contact, company or group fields. Two versions are available. FREE TRIAL
TriggerCalc Pro The Pro version supports more than 50 mathematical, conditional, date/time, string, format, financial and statistical functions. It even supports multi-level functions. FREE TRIAL

Technical Support Information
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$69.95

-- 1 user

REGARDING ACT! 2005/2006

 

Excel Templates with Quote/Invoice Maker for ACT! has two versions, this one for ACT! versions 5 & 6, and one compatible with ACT! 2005 and newer.

  • Click here to see the ACT! 2005 and newer version

 

FREE Downloads

 


*

REQUIRES ADOBE ACROBAT READER Download here

   
 

ACT! Compatibility

 

Ver. 5/2000

YES

Ver. 6

YES

Ver. 7/2005*

YES

Ver. 8/2006*

YES

Ver. 9/2007*

YES

Ver. 10/2008*

YES

Ver. 11/2009*

YES

*Excel Templates with Quote/Invoice Maker for ACT! has two versions, one compatible with ACT! 2005 and newer, and one that is compatible with ACT! versions 5 and 6. Click here to see the ACT! 2005 and newer version.

 

upgrade policy

 


If you bought Excel Templates with Quote/Invoice Maker for ACT! on or after July 1, 2004, the upgrade is free.

If you bought Excel Templates with Quote/Invoice Maker for ACT! between Feb 1, 2003 and July 1, 2004, you can purchase the upgrade for only $34.95.

If you bought Excel Templates with Quote/Invoice Maker for ACT! before Feb 1, 2003, there is no upgrade pricing available.

To see if you qualify for an upgrade please call toll free:
1-800-806-5288

 

 

System Requirements

 

  • Excel 2000 or higher

 

 


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