Ever wished you could merge Sage ACT! information in Excel
using the same easy method you use for Word? With Advanced Excel Templates you can!
If you are able to create a Word template with Sage ACT!, you are able to create an Advanced Excel Template. We made it as simple as possible, mimicking the way you create templates in MS Word or in ACT! Word Processor.
Create your own templates in minutes
Launch Advanced Excel Templates, click File>New Template and the program will open a new document in Excel with a popup window allowing you to insert ACT! field placeholders in the spreadsheet.
Once this is done, save and you have your new template. You're ready to go!
Merging a document is a 2 simple step process
Autonumber your documents
- You select the contact in Sage ACT!
- You launch Advanced Excel Templates for Sage ACT!, pick a template and click OK.
With our AutoNumbering system, you may define as many automatic number formats as you want, one for your quotes, one for your invoices and select it when generating your document.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.
Contact Management, Contract Management, Pricing, Queries/Quotes/Reports, Sales Order Entry, Import/Export, Queries/Quotes/Reports, Reports/Analytics, Sales Order Entry