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PRODUCT | Excel Templates with Quote/Invoice Maker for ACT!
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!. It makes the generation of quotes and invoices a snap. If you already own Excel Templates with ACT!, simply buy the upgrade to Excel Templates with Quote/Invoice Maker for ACT! and you'll also be able to merge Opportunities and Product data in your Excel spreadsheets!
So simple you won't believe it!
It is basically a 3 step process:
Look at an invoice created with Excel Templates with Quote/Invoice Maker for ACT!
If your data is already in ACT!, you won't have to retype it!
If the data is in a contact field or in an opportunity or product field, you may include it in your quotes, invoices or any other Excel document without retyping it! Promise!
Create your own templates in minutes
Like 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.
Use Excel as a calculator!
You may even use the power of Excel to perform calculations and update one or more of the current contact fields with the result of the 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.
You may even perform this operation in the background, without opening the merged document.
NEW FOR ACT! 2006 and newer versions!
AutoNumber your documents
Automatically number your documents with the new AutoNumbering system (works with ACT! 2006 and newer versions only)
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. Take a look at our user's manual for more on this.
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.
For more details, download our User's manual [right column].
Other products by Exponenciel:
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
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 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
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 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
A unique collection of 7 layout controls that will help you visually organize your data, enter a document path, launch an outside program or document by clicking a button, view a multi-month calendar. FREE TRIAL
Create graphs directly in your layout! With the ChartBar and ProgressBar controls, you can better visualize your records data with great looking graphics. No need to run reports. Your graphs are updated when browsing through records. FREE TRIAL
Make sure no critical data is left unnoticed in your contact records! With the InformationBar tool, you can display critical information at the top of your screen. With the Notifier tool, you may monitor a field and display an image to attract your attention depending on its value. Two critical tools to manage your critical data. FREE TRIAL
Add a picture viewer to your contact layouts. A picture viewer displays multiple pictures using minimal screen space. Pictures are automatically resized to fit viewer. Add a title, rotate pictures in a snap. Easily browse through pictures. Pictures can either be in an ACT! picture field or outside of ACT!. A must for picture users. FREE TRIAL
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 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
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
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
Create Web forms in seconds and import form results directly into Sage ACT! - FREE TRIAL
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
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
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.
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.
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
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.
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
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 adds a long-time awaited feature to ACT!: the ability to protect your layout fields to avoid accidental changes. FREE TRIAL
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
ACT! 7 / 2005
ACT! 10 / 2008
ACT! 11 / 2009
For ACT! 2010 version, click here.