Link2quotes provides Act! users with an easy-to-use online quoting tool as part of the Linktivity product Suite.
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.
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. With Link2quotes, you can quickly create quotes from scratch, from a template, or from an Opportunity.
- Create quotes from anywhere on any device in less than a minute, with all details written back to Act!
- Pull products from your Act! database or use Teams Edition to build your own shareable product database online.
- Add images or videos to your quote, or use Teams Edition to build a shareable online library of images
- Know instantly when people view & accept your quotes
- Filterable KPI's on each sales reps pipeline results, quota management, and detailed sales reports
- Save time by updating, deleting, and sending quotes in batches, as well as automated quote notices to prospects
- Supports multiple currencies, and sales taxes
- Automated follow-ups scheduled in Act! based on different quote events
- Create email templates and select them on the fly
- Automate quote follow-ups with reminders send a set number of days before quote expiry
Selling never looked so good, or worked so well!