The cart is empty
link2quotes-banner-homepage-1200x415px.jpg
Product Price

$10

per user/month

*billed annually

linktivity-logo-gif.gif

Share with a friend

badges64-4.png

Have questions about how you can plan better with Link2Forms?

test11.png

Online Quote Management with
Link2quotes

New Web API trigger quoting solution for Act! users

Link2quotes is the complete online quoting solution for Act! that you already know how to use. The Link2quotes online quoting console allows you to quickly & easily create a quote; add customers, mandatory and optional products; discounts, disclaimers, deposit details, you name it, and then click-to-send.

It's that easy. What's more, Link2quotes creates the opportunity for you in Act! and then schedules a follow-up activity to close that sale.

Unlike other 3rd party add-ons, Link2quotes is the only one to write directly to the database using the Act! WebAPI, meaning it can be used with self-hosted databases (with Act! Connect Link) or hosted databases through Act! Premium Cloud or a 3rd party hosting provider, and even the new Act! CRM SaaS. You can even use the Keystroke API (K-API) with the non-subscription Act! products like Act! Pro or off-plan versions of Premium.

Image

And the best part is you can use Link2quotes from anywhere - a PC, Tablet, or even a Mac because everything is online, with no need to have Act! locally installed.

The quote templates are completely customizable and responsive, and can be sent to the prospect right from the console.

  • If you're using the Act! Windows client, we provide you a free plugin that creates a Link2quotes button in the Opportunity details section, that you can click to either create a new quote or edit an existing one.

When your customer receives the quote, they can view it online, print it, or download as a PDF. Most importantly, though, these quotes can be accepted online. And an accepted quote automatically alerts you by email, and closes the Opportunity, as won.

Whether the quote gets accepted right away or not, every customer engagement with the quote is written back to the Opportunity History, so you have a detailed audit trail of each prospect's level of interest, allowing you to plan your follow-ups accordingly.

Image

     System Requirements & Subscription Terms

  • A current Act! subscription (Act! v18 or higher), unless using K-API
  • Act! security role of "Standard" or higher, with WebAPI permissions assigned, unless using K-API
  • Act! Premium Cloud with a WebAPI URL, or locally install Act! Connect Link
  • A Link2quotes subscription
  • Act! WebAPI v1.0.409.0 or K-API 1.0.0.10
  • All prices listed are in USD, and billed per user/per database
Image

Fast facts every Act! user should know:

Easily customized Quote layout

  • Every aspect of your quote template is customizable to suit your needs, as well as building an entire template library for your quotes.

Generate a URL to view your quote online

Link2quotes doesn't just render your quote as a PDF, it creates a unique link your customers can click on to view from anywhere. And these quotes can be viewed, printed, or downloaded as a PDF by your customers for easy management.

Convert Opps to Quotes in seconds

Your salespeople will love you for the ease with which they can create quotes. Simply login to Link2quotes, select an Opp, and click Save & Send. What could be easier.

Pulls Contact & Opp details into your quote

Never worry about double entry with Link2quotes. Your quote pulls all the relevant contact & opportunity details into the quote, including the Estimated Closing Date coming across as the Valid To date in the quote.

Instant Notification of Acceptance

Get an instant email alert whenever a quote is accepted, advising you of all the details so you can respond immediately. For extra verification, the customer's IP address is stamped on the accepted quote. The customer also get's emailed the accepted quote.
Link2quotes also closes the Opportunity as Won, and updates the Actual close date for you.

Prepare quotes from anywhere on anything

Not near a computer? Don't worry, you can login to Linktivity with any smart device, select an Opp from your pipeline, and send out a quote in less than a minute.

Easily recall your online quote

If you ever need to recall a quote, simply disable the status of the quote and the link ceases to be available. And expired quotes cannot be accepted online either.

Additional quote options

Add extra details to your quote from the Link2quotes console that are not included in your Opportunity. For instance, you can add currency, sales tax, shipping fees, deposit details, and more. You can even select line by line which items are subject to sales tax.

Contextual Help in each part of Link2quotes

No matter which section of Link2quotes you're in, we offer detailed contextual help buttons that fully explain the program options of whichever section you're in.

Works with Local & Web databases

Link2quotes works with Cloud databases using the WebAPI, and local databases using Act! Connect Link. As long as you have an Act! subscription, you can manage your pipeline and quotes with less effort and more success using Link2quotes.

Know when your prospects view quotes

Take the guesswork out of managing your quotes, by getting detailed accounts of when all your prospects view their quotes. With each quote view, Link2quotes writes back to your Opportunity History, allowing you to plan your follow-ups accordingly.

Manage all your quotes in one place

The Link2quotes Dashboard displays all your quotes in one place, allowing you to easily preview  each of them, as well, as download, send, copy the quote link, and edit them on the fly. 

Works online or from the Desktop

Work online or from within Act! Desktop. Simply open an Opportunity and click the Link2quotes button we provide with our free plugin, and Link2quotes opens a browser and either creates a new quote or edits an existing one. What could be easier?

Image

Link2quotes Walk-through

Screenshots of Link2quotes (click on thumbnails below)

Learn more at www.Linktivity.net

Link2quotes turns your pipeline into profit with ease.
The only WebAPI powered Online Quoting Solution for Act! users.

Image

Who we are?

Specializing in CRM software for small to medium sized businesses, through expert counsel, deployment, hosting, support, and development services.

Delivering fruitful CRM solutions since 1994, Keystroke is the #1 Act! Reseller in the World and Master Act! Distributor for Canada.

Contact Keystroke

Get in Touch

Toronto   500 Gordon Baker Rd. Toronto, ON, M2H 3B4
Toll Free : 800.857.0558
Office : 416.499.3090
Fax : 416.499.1090

Kitchener   250 Woolwich St. S. Breslau, ON N0B 1M0
Toll Free : 800.939.4737 Ext. 1
Office : 519.579.1408

 
paybillicon56x58px  

Pay your bill online

 

Monday to Friday: 9AM to 6PM EST
Saturday & Sunday: Closed

Your Cart

×
Customers that ordered this item frequently bundle it with the following products or services for the best user experience
Save 10% on eligible items when bundled with this product
The cart is empty
Continue shopping