How to edit the Quote Template

[grooveman23]

Hi,

I've opened the quote template in Excel and made some changes that I required.

Now I can see that the extension for the default quote file is .xlt, and I save it with the same extention, however when I generate a quote in ACT, it still shows the original template layout.

What am I doing wrong?

Thanks again in advance.

 

[GLComputing]

Have a look at

http://itdomino.act.com/act.nsf/docid/13960

Regards,
Mike Lazarus
ACT! Evangelist
GL Computing, Aust

http://www.GLComputing.com.au

 

[grooveman23]

Nice one Mike.

So it does not recommend removing rows!

Which is what I wanted to do - typically my company quotes on only a single product so the rest of the rows are going wasted.

I did remove rows and ran the quote generator. Word fills out the rest of the space with more rows - would I make the adjustment in the word template to reduce the size of the Excel window?

Further - the website you pointed me to - is there an easy way to see other topics that they have help on?

Thanks Pal.

 

[GLComputing]

I have not tried removing rows... I guess you'd not only need to play with the template, but also with the vba macros and it could get messy.

Just got to

http://www.act.com,

pull down the "Support" menu and click on Knowledge Base

Regards,
Mike Lazarus
ACT! Evangelist
GL Computing, Aust

http://www.GLComputing.com.au

 

[TrainingCnsrtm]

Just for anyone else who is reading this now...

The new link is

http://tinyurl.com/2phuvl

Also, you can hide the rows in the .xlt template and it does not effect the process. (I know this helped me out.)

 

[GLComputing]

Yeah... they stopped the itdomino link, which makes the URLs so much longer. Shame.

Regards,
Mike Lazarus
ACT! Evangelist
GL Computing, Aust

http://www.GLComputing.com.au