PRODUCT | Select-a-Quote
Quickly and easily select which previously designed and saved quote template to use as the "default" template for the next "Create Quote" operation.
An ACT! opportunity can be presented in the form of a "quote," and ACT! provides a basic quote template as part of the installation. However, if you need to use different quote formats in different situations, there is no convenient way to select the quote template to use each time a quote is generated.
"Select-A-Quote" makes it easy to specify which quote template should be used to generate the next quote, and to easily switch from one quote template to another.
Other products by New Hampton Group:
Account Number Generator— Account Number Generator generates an identifier or ID, based on the template and factors that you specify. The "template" controls the composition of each "number", which can be unique within each database. FREE TRIAL
Age Today— Use the Birth Date field to determine the Age (as of "today"). FREE TRIAL
Auto Fill Fields— Automatically load any number of ACT! fields with values determined by the contents of another field. FREE TRIAL
Batch Field Creator— Add any number of fields to the ACT! Contact, Group, or Company records, using a spreadsheet holding the field definitions. FREE TRIAL
Copy Fields Contents— Easily duplicate the contents of one or more sets of ACT! fields into other sets of fields on the same ACT! record. FREE TRIAL
Copy Opportunity To Lookup— A quick and easy way to copy a Sales Opportunity to all the contacts in the current lookup. FREE TRIAL
Copy System Field— Access those inaccessible "system" fields on your ACT! contact records. FREE TRIAL
Delete Company Lookup— Quickly and easily delete all of the Company records in the current lookup. FREE TRIAL
Delete Group Lookup— Quickly and easily delete all the groups in the current lookup of an ACT! 2005 or newer database. FREE TRIAL
Field Calculator— Calculate the value of any ACT! field from values in other fields, constants and formulae. FREE TRIAL
Joint Salutation— Automatically create a Salutation for couples, partners, agents, or any pair of fields. FREE TRIAL
Layout Manager— Automatically switch the ACT! Contact Layout, based on a field value on the Contact record, or on the name of the database. FREE TRIAL
Limited Access Manager— A quick and easy way to assign a single Access List to all the contacts in a lookup. FREE TRIAL
Limited Access Manager Pro— A quick and easy way to assign a single Access List to all the contacts in a lookup. FREE TRIAL
Lookup Contacts in Companies— A quick and easy way to create a lookup of all the contacts that belong to any of the companies in the current company lookup, or all of the contacts in any of the groups in the current group lookup. FREE TRIAL
Remove From Group— Easily remove all the contacts in the Current Lookup from any selected Group in an ACT! database. FREE TRIAL
Select-a-Quote— Quickly and easily select which previously designed and saved quote template to use as the "default" template for the next "Create Quote" operation. FREE TRIAL
$29.00 -- 1 User
View Shopping Cart
Free TRIAL -- 1.5 MB
Limited to 30 days
- Installation and Usage.pdf
To install Select-a-Quote in free "trial" mode:
- Download the installation file and remember where you save it.
- Shut down all running programs.
- Run the installation file from where you saved it in step 1.
- Note: All products install into the \tnhg folder and subfolders within the Windows "Program Files" folder.
- Requires Microsoft Excel v9.0 or higher to edit the field definition spreadsheet.
ACT! 9 / 2007 and Newer
provided by The New Hampton Group