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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



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?








Nickel Super Contributor
Posts: 463
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


Ken Quigley, BA, MCSE, ACC, APT
Toronto, Ontario