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Excel Quote-Invoice Maker

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Converting an existing document into a template

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Naming your merged documents

Creating a merged document

You've seen in the various videos earlier that once your template is created, creating a merge document is as simple as selecting the template using the browse (...) button and clicking the Run button.

Let's review all your options though:

In the Select an action groupbox, you are offered 2 choices: one to open the document in Excel and another one to not open the document.

Attachments

  • If you select the option to open the document, to attach the document to the current record, once in Excel use the Save and Update ACT! history command (see the Location of the menu items added by the add-on in Excel topic for its location in Excel)
  • If you select the option to not open the document, just check the appropriate box to have it be attached to the current record.

There are 2 places where you can attach documents in ACT! under the history tab or the documents tab. You can set the type of attachments you want in Options>Preferences.

Bi-directional templates

  • If you select the option of opening the document and your template is bi-directional, you'll need to manually use the Transfer Mapped Data to ACT! command to move data back to ACT!.
  • If you select the option of not opening the document, you have the option to have it be done automatically (Update the current record checkbox)

Templates containing opportunity fields

When Excel Quote-Invoice Maker detects that there are opportunity fields in the template, it prompts you to choose which opportunities from the current record you want to include in the merged document.

When the selected opportunity has several products and only when it has several products, Excel Quote-Invoice Maker will give you the option to select one or more products.

PREVIOUS TOPIC
Converting an existing document into a template

NEXT TOPIC
Naming your merged documents

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