In Act! 2010+, you can create a quote from an opportunity.  Since there are 3 programs (Act!, Word and Excel) all need to cooperate at once, chances are it may not work every time.  If you get any sort of errors such referencing “Object not set to an instance of an object”. or “RPC procedure” error, follow these steps.  The RPC Error requires these steps.


Corrective Actions

    1. Close Act!
    2. Close Word and Excel
    3. Launch Task Manager, and click the details tab
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    4. Close all instances of “winword.exe
    5. Restart Act!
    6. Create the Quote Again