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Quote Creation? is it possible without an add on?

New Member
Posts: 6
Country: USA

Quote Creation? is it possible without an add on?

I use ACT Premium Web and I would like to start using it to create a quote to send to prospects. 

The button is grey and it does not let me select it,

Ive tried reading through some help and i think im more confused

Administrator
Posts: 4,024
Country: United_Kingdom

Re: Quote Creation? is it possible without an add on?

Hi 1LazyGuy2,

Yes, you can create quotes without an add on. Which web browser are you using?
The create quote option, along with the mail merge features are only available in Internet Explorer. Please can you try accessing your database using IE11?
New Member
Posts: 6
Country: USA

Re: Quote Creation? is it possible without an add on?

Ok made some headway!!

IE was a key issue in the process.

 

Now to figure out how to update the template, keep the template and share it amongst my sales staff.

Any pointers there?

Moderator
Posts: 722
Country: USA

Re: Quote Creation? is it possible without an add on?

This article should be able to help you with that: http://kb.act.com/app/answers/detail/a_id/13960

 

There's some older information in it, but the overall steps are still applicable. One thing to note, though, is that the table where the Qty, Item #, Name, Price, Total, etc., appears cannot be modified. 

Elise O'Pry
Swiftpage
Visit our knowledgebase at http://kb.act.com