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Making an opportunity into an invoice

New Member
Posts: 11
Country: canada

Making an opportunity into an invoice

We would like to use Simply and Act together. This would be especially nice if opportunities could be transferred into invoices

 

BAsically

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?

 

 

Thanks

 

 

 

 

Nickel Contributor
Posts: 410
Country: Canada

Re: Making an opportunity into an invoice

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.

 

Ken Quigley, BA, MCSE, ACC, APT
Toronto, Ontario
www.keystroke.ca