Excel Quote/Invoice Maker II

NEW VERSION Excel Quote/Invoice Maker II

Excel Quote-Invoice Maker for Act! 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. Three steps:

  • You select the contact in Act!
  • You open Excel Quote-Invoice Maker and pick a template
  • You select the sales/opportunities you want to include in the document and click OK.

What's new in Excel Quote-Invoice Maker II

  • You can now directly create (and attach) your document in PDF format.
  • Includes an add-in for Excel compatible with Excel 2013.
  • The add-on is a lot faster to scan templates and merge data.
  • You can export data from more than 2 tables at a time. For instance you can export contact, company and opportunity data at once. The company will be automatically picked from the contact if you're running it from the contact screen. If you're running it from the company screen, the contact will be picked up from the contacts of the company (with a prompt to select the contact if more than one).
  • Settings are now template specific: ie. naming convention, type of attachments, default autonumber.
  • You can now collapse empty product lines (it is a template specific setting).
  • Templates are regular Excel files. They do not contain macros anymore. They don't have to have a special extension anymore. So you don't need to convert existing files anymore. You can simply add field placeholders in any Excel file.
  • Please note that it does not support updating of Act! without opening Excel anymore. For bi-directional templates, You need to select the Open in Excel option and once Excel opened, you need to click the Transfer Mapped Data to Act! button to update Act!. On the other hand, you can now update not only the contact but the company, the group or the opportunity records as well.

Create your own templates in minutes

Excel 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.

If you have already created your own templates in Excel, simply edit them from the add-on and add the field placeholders.

Look at an invoice created.

AutoNumber your documents

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.

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 Act! with the result of a 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.

How is it different from Advanced Excel Templates?

Advanced Excel Templates 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). Excel Quote-Invoice Maker is designed to export data from multiple tables to Excel.

As a consequence, another difference is that Advanced Excel Templates has the ability to export more than one record at a time (for instance you can create 10 documents with data from 10 different contacts at once), but not Excel Quote-Invoice Maker (you can create a quote or invoice with multiple opportunities and products but not multiple quotes or invoices at once).




Other products by exponenciel:

Act! Calendar To Excel
Export your Act! Calendar to Excel. Include any field you want. Use Excel's advanced formatting features to create the calendar of your dream. Excel calendars are easy to print, easy to email, easy to convert to HTML and easy to share. FREE TRIAL

Act! List View Manager
Never recreate a list view anymore! With Act! List View Manager, you can store the settings of your list views (column order, column width and sort order) so that you may easily load them back up as needed. FREE TRIAL

Advanced Activity Window
All the information you want can now be displayed in the Calendar view or on your smart phone!. With this add-on, you can automatically populate the location or details field of the Activity window with the contact's address, his phone numbers or with any other contact fields of your choice. 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. FREE TRIAL

Advanced Excel Templates II
If you can create a Word template with Act!, you can now create an Excel Template with Act! We've made this as simple as possible, mimicking the way you create templates in MS Word or in the Act! Word Processor. FREE TRIAL

Advanced Field Protection
Advanced Field Protection gives you full control over who can edit your Act! fields. Users may be given edit rights, initialize rights (can enter information when the field is empty) or no edit rights at all. Also allows you to hide tabs for the users of your choice. FREE TRIAL

Advanced Layout Tools Pack
The Advanced Layout Tools Pack is a collection of great layout tools, i.e. tools you insert in your layout the same way you insert fields or labels.

Advanced Lookup by Groups
The must-have add-on for group users. Create cross-sections of groups, combine groups, exclude a lookup from a group, reverse lookups, find groupless contacts and more. New contact/group data management functions. FREE TRIAL

Advanced Menu Management
Advanced Menu Management allows you to disable Act! features by letting you choose which Act! menu commands are available to the users of your database. If you find that the Act! security roles do not give you enough flexibility, Advanced Menu Management is for you. Want to disable the Import/Export feature for certain users? Want to prevent users from using the Replace field function? Advanced Menu Management gives you full control over who can do what. FREE TRIAL

Advanced Sales Lookup, Export and Reports
Designed to help you manage your Sales Opportunities by combining three functions: advanced Opportunities Lookup features; the ability to export your sales data to a CSV (Comma delimited) file for easy import into another program; and easy creation of reports in Excel with formatting, sorting and totals. For instance, calculations may be run automatically in Excel to create Commission reports. FREE TRIAL

Automatic Data Entry From Table
Tired of entering the same information over and over? Automatic Data Entry From Table can fill in up to 20 target fields in one operation. Create a data table and choose a reference field. Whenever the reference field is changed, the table is scanned for the new value and the related fields automatically updated. FREE TRIAL

Automatic Web Forms
Create Web forms in seconds and import form results directly into Act! - FREE TRIAL

Automatic Field Calculations
Allows you to make any type of calculation using your Act! contact, company or group fields. Supports more than 50 mathematical, conditional, date/time, string, format, financial and statistical functions. It even supports multi-level functions. FREE TRIAL

Automatic Member Synchronization
Automatically update the contact records of a company or group when you modify that company or group. The add-on may also update divisions of a company and subgroups of a group. Works with the fields of your choice. FREE TRIAL

AutoNumbers for Act! Records
Automatically number your Act! records (contacts, companies, groups or opportunities) at the time of creation or in manual mode. Automatically give your contacts, companies and groups a unique account number and your opportunities a unique quote number. Flexible autonumber syntax and editor: may include auto-incremented number, field values, system variables (date, time). FREE TRIAL

Add one or more buttons to your layouts to quickly go from one contact to another. Create one-to-one or one-to-many links. Name your relationships. FREE TRIAL.

Copy Data Between Records
Copy Data Between Records gives you a list of records to choose from in your layout. Upon clicking one record, it copies data from that record into premapped fields of the current record. FREE TRIAL

Excel Quote/Invoice Maker II
For Act! 2010. With Excel Quote/Invoice Maker, you can easily merge opportunities in Excel to produce quotes and invoices in a snap. FREE TRIAL.

Excel Templates with Quote/Invoice Maker II
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

Field Tooltips
Add tooltips to your layouts to provide easy-to-access help information to your users. Ideal to educate your users and ensure database integrity through better data input. No need to modify your layouts. FREE TRIAL.

Help Button
Make your own tooltips to put whatever you want, where you want it! FREE TRIAL

Allows you to associate a layout with a type of contact, company or group, so that when you view contacts, companies or groups the proper layout is automatically displayed. FREE TRIAL

MagicJack Plugin for Act!
With the MagicJack Plugin for Act!, MagicJack owners can make phone calls from within Act! by just pressing a button, next to each phone fields. No need to copy and paste the phone number anymore. FREE TRIAL

MailChimp Plugin for Act!
MailChimp Plug-in for Act! is a leader of the Email Marketing and Email List Manager market and you can now integrate their services with Act! 2011 or newer. FREE TRIAL

Navigation Bar for Companies-Groups
Make your Company and Group Detail screen work the same way as your Contact Detail screen. View lookups in Company and Group Detail views. Add VCR-like navigation buttons similar to the ones used in Contact Detail view. Detail views and List views are always synchronized. The most intuitive way to use Companies and Groups. FREE TRIAL

On-Off Edit Mode
On-Off Edit Mode adds a long-time awaited feature to Act!: the ability to protect your layout fields to avoid accidental changes. FREE TRIAL

Purge Notes and History
Remove the unwanted history records that clog your contact, company and group records. Choose the history records you want to purge based on their type, their record manager, their date and their regarding field. FREE TRIAL

Skype Plugin for Act!
With the Skype Plugin for Act!, allows you to integrate Act! with Skype. Single click dialing. More ... FREE TRIAL

Universal Dialer Plugin
Universal Dialer Plugin -- Integrate Skype, Ninja Plus, MagicJack and other dialers with Act!. FREE TRIAL

View Shopping Cart

$69.95 -- 1 User
$40.00 -- Upgrade (conditions apply)



The only reasons why you would use the old version would be:

  • You're using Excel 2003 or earlier
  • You're using Act! 2010 or earlier
  • You're already using the addon and want to buy an extra copy
  • NOTE: The old version is not compatible with Excel 2013 or with Excel 64-bit.

The upgrade requires simple modifications to existing templates.

Compatible with:

  • Works with Act! 2011 and newer
  • Compatible with Office 2007+

For a version that works with Act! 2009 and older, click here.

Technical Support


Close Purchase Options

IMPORTANT: This product works with Act! 2011 and newer. If you are using a previous version of Act! click here.

If you are unsure which version to buy, look in the right column under CONSIDERING UPGRADING? The upgrade requires simple modifications to existing templates.

Please note: This product must be registered with the manufacturer. Complete instructions will be provided in your email receipt once your purchase has been completed.

To see if you are eligible for a free upgrade, call 1-800-806-5288.

*If you are purchasing multiple copies, click the 'Buy Now' button below and at the next screen, change the quantity and press the 'Update Quantities' button. Your discount will show up in resulting screen.

All products have a 30-Day Money-Back Guarantee unless otherwise noted. All returned products are subject to a 10% restocking fee.

Excel Quote/Invoice Maker II






    Excel Quote/Invoice Maker II        
    Act! 2011 and newer 1 $69.95 Buy Now  
    Upgrade to version II 1 $40.00 Buy Now  

Close Purchase Options

Demo for Excel Quote/Invoice Maker