S E C T I O N S

Advanced Excel Templates

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14 Day trial Version
You can download a 14 day trial of this product. This is a fully functioning version.

Requires Excel 2000 or higher compatible with Office 2007 and 201o.

Pricing for Advanced Excel Templates

Licensing based on named ACT! users at $69.95 per user.

Versions of ACT! this product works with

ACT! 2010 / 12
ACT! 2011 / 13
ACT! 2011 / 14

Advanced Excel Templates merge ACT! data

Having the ability to merge data from your ACT! database to Excel in a similar way that you use the usual merge function to Microsoft Word.

Create your own templates in minutes
Once you launch Advanced Excel Template you can create new templates easily and insert data from your database Contacts, Group, Company and Opportunities.

Some uses of the Excel Templates add-on include:

  • Proforma Invoices to Clients
  • Quotations where you enter products with pricing.
  • Delivery Dockets
  • Warranty Tags

Easy Merging
Merging to Excel is a 2 step process.

  1. Select the contact or Lookup in ACT!.
  2. Launch Advanced Excel Templates.
  3. Select a Template and click OK.

Autonumber documents
Advanced Excel documents allows you to autonumber the documents generated in as many number formats as you require. Seperate numbers for Quotes and one for Invoices. You select the approporiate number when generating the document.

If you need to Autonumber within ACT! for contacts, opportunities then there is a seperate add-in for this function.

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.

How is it different from Excel Quote-Invoice Maker?
Another product in this range is Excel Quote - Invoice Maker. Advanced Excel Templates exports data from either the Contact table or the Company table or the Group table or the Opportunity table but cannot combine data from 2 tables (a workaround could be to use Copy Data Between Records). Excel Quote-Invoice Maker is designed to export Contact + Opportunity or Company + Opportunity or Group + Opportunity data to Excel.

As a consequence, another difference is that Advanced Excel Templates has the ability to export more than one record at a time (for instance you can create 10 documents with data from 10 different contacts at once), but not Excel Quote-Invoice Maker (you can create a quote or invoice with multiple opportunities and products but not multiple quotes or invoices at once).

AdvExcel1

Excel with Sample fields inserted into spreadsheet.

AdvExcel2

Following the merge the details from ACT! are populated to the new spreadsheet.

Helping you turn more prospects into Customers

© Copyright 2011 4UCRM.com  All rights reserved. Last Updated Tuesday, September 18, 2012
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