Our Mission Statement
"To inspire & support our client's ongoing success through quality software solutions."
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Link2quotes Deep Dive (Resellers)
Link2quotes is a full-featured quoting solution for Act! users that at $10/month/user (billed annually), costs 75% less than comparable quoting products. What’s more, Act! users can be set up within minutes, and be sending, tracking, and closing professional quotes with little or no training.
As we like to say, Link2quotes is the no-compromise quoting solution you already know how to use!
Link2quotes comes standard with features like:
- Create a new quote from scratch, from a template, or convert an existing Opportunity to a quote in seconds
- Add new contacts to the quote, or link existing ones
- Be able to format a quote with optional and mandatory products, section headers, spacers, images, detailed formatted text, shipping, sales taxes, and even hyperlinked product names and images.
- Track all quote activity, including when it was sent, viewed, follow-ups scheduled, and even accepted with the Activity Dashboard
- Quota tracking so you always know your progress towards your monthly quota
- Virtually everything in the quoting process writes back to Act! instantly, including new Opportunities, new contacts, click-through histories, you name it.
- Include pictures and videos in your quote to make them stand out, as well as formatting tools like section headers, subtotals, upcharges, product & image hyperlinks
- Expiring Quote Reminders and Quote Templates
- Build-in instant workflow to create follow-ups after a quote is created, delivered, and accepted
- And users can do all this from anywhere on any device, including a tablet, Mac, or PC, with no software to install
Through the course of developing Link2quotes, though, we recognized the need for a new tier that included enhanced "team" features.
Team Features that included:
- Advanced account management to ensure no data is lost when team members get replaced
- A shared Activity Dashboard for the whole team
- An enhanced and sharable online product database
- An enhanced and sharable online image database gallery with dedicated team storage
- The ability to share quote templates amongst your team
Join us Thursday, April 14th as we demonstrate the new features of Link2quotes, along with those being introduced with Team Edition.