Quoting4Act! is an integrated quoting solution that works with both Act! for Windows and Web. Simply start by creating an opportunity, adding your products and services, and with a click of the mouse Quoting4Act! converts it into a sophisticated quoting module that allows you to calculate shipping fees, sales taxes, and even foreign exchange. You can also embed your company's logo, corporate colours, contact information, tax code, and disclaimer text to create a professional looking quotation any company would be proud to present.
Includes the following time-saving text stored in preferences:
Default email content
All sales taxes & currencies
Using a built-in PDF manager, Quoting4Act! will create a PDF quote that is automatically attached to your Documents Tab, and then when you send the quote it attaches it to History.
Quoting4Act! also works easily with Act! for Web within a browser, as well. Following the same steps, you prepare an Opportunity, populate the products & services, and Quoting4Act! launches a web console with almost all the same controls as the Windows version.
Stop struggling with Excel or the built-in quote template in Act! that is weak and fragile. Quoting4Act! makes quoting as simple as creating an opportunity. Fuel your pipeline and propel your sales all from with Act!