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Manage Quote

New Member
Posts: 4
Country: India

Manage Quote

Hi,

 

My client wants to manage the Quotes. In the following manner 

 

1. Quote Number to be generated automatically.

2. He wants to know the list of Quote generated on a given day.

3. He has to know who has updated on which day.

 

Please let me know if you have any addons for this, because i tested Exponencial addons but not able to get the above mentioned result or else this can be acheived with some field creation. Suggest me.

 

Thanks & Regards,

Saravanan,

Head - Business Development,

ZENSYS,

New No.36, Old No.32, 2nd Floor,

Sriram Nagar Colony, (Opp)CLRI,

Tharamani, Chennai - 600113.

 

Mobile      :  +91 9790924330

Landline   :   044 - 30686999 / 044 - 43514408

Website    :  www.zensys.in

Skype Id    :  zensysin

 

Thanks & Regards,

S. Saravanan
+91 9790924330
Silver Elite Contributor
Posts: 3,336
Country: United_Kingdom

Re: Manage Quote

Saravanan

 

Both the Exponenciel product and Seamless Opportunities (http://seamlesscrm.co.uk/) produce automatic quote numbers.

 

I don't know of any system that shows you a list of the actual Quotes (i.e. the printed or electronic document sent to the client). However the Opportunities list can show you a list of Opportunities generated on a given day, and who edited them. by adding the opportunity Create Date, Edit Date, and Last Edited By fields to the Opportunities list view.

 

 

Jeff Granger
UK ACT! Specialist and Trainer

ACT Training Throughout The UK
www. bigbluemarketing.co.uk
Copper Elite Contributor
Posts: 139
Country: USA

Re: Manage Quote

Take a look at Quotewerks (http://www.quotewerks.com).

Phillip R. Price
ACT! Certified Consultant
Automated Sales Tools, LLC
http://www.automatedsalestools.com
Phone: 1-866-915-9399
Silver Contributor
Posts: 1,813
Country: USA

Re: Manage Quote

Quotewerks will do this really well. 

Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider

New Member
Posts: 4
Country: India

Re: Manage Quote

Dear Philip,

 

Quote werks will not suit them because they don't have a complex price list or component selection. They just need a document manager kind of add on.

 

Thanks

S. Saravanan

Thanks & Regards,

S. Saravanan
+91 9790924330
Astute Commentator
Posts: 22
Country: United_Kingdom

Re: Manage Quote

Hi Jon. We have developed an alternative to Quoteweks as Jeff Granger mentioned (http://seamlesscrm.co.uk/). It works inside of ACT! as opposed to being a separate program.
Regards
Donald Page