07-21-2008 10:12 PM
We would like to use Simply and Act together. This would be especially nice if opportunities could be transferred into invoices
1) Are inventory and service items synced up between Simply and ACT? ie if I have Item A in SImply at price X will I be able to select it in ACT? or do I have to duplicate all inventory and prices in both systems?
2) if I get the job is there a way to post the opportunity so that I am not having to reenter the information in simply?
07-22-2008 10:22 AM
You would be an ideal candidate for QuoteWerks, which provides precisely the kind of functionality you describe.
You'll find more information at www.quotewerks.com.