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Excel Quote-Invoice Maker

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Creating a template

Upgrading from a previous version

From a version of Quote/Invoice Maker for ACT! 2005/6/7/8/9

  • First you will need to upgrade your templates by copying and pasting into a new blank template. This is a simple process detailed in the following video below.
  • Then you will need to reinsert the opportunity field placeholders in the template because of the opportunity table structural changes that come with ACT! 2010. It The other placeholders do not need to be modified.
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From a version for ACT! 2000/4

You will have to start from scratch due to the changes of platform and database structure.

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Keeping your add-on up-to-date or reinstalling it

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