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Addons around the Opportunities / Quote Area

New Member
Posts: 17
Country: United_Kingdom

Addons around the Opportunities / Quote Area

We have demoed ACT 2016 to a customer, they like the product but are looking for a bit more around the Opportunities / Quote area, details of what they are looking for below.  Have done some searching but there seems to be so many products out there we are a bit lost !

 

The main thing they would like is a Quote No to be generated and numerous Quote designs, have looked at Select a Quote from ACT Addons and that does the later but just wondering if anyone out there has anything that does both of these things.

 

The other things they would like but this are not as important as above, Product List to have manadatory fields when users are entering items, would like their quotes more uniform, have found some users put more infomation than others.  Discounts, if there was anyway of having price lists or multiple product files would work too. 

 

Any assistance or advice in products you know of, used or have available gratefully received.

 

Regards

Debbie

Debbie Wood
Perrywell Computer Systems Limited
w: www.perrywell.co.uk
e: debbiew@perrywell.co.uk
t: 01789 774084
f: 01789 774085
Bronze Elite Contributor
Posts: 2,546
Country: New_Zealand

Re: Addons around the Opportunities / Quote Area

[ Edited ]

Debbie,

The quoting features in Act! are quite limited without an add-on. If not now, or most probably soon after implementing, uses would likely find the limitations to restrictive. A lot of people integrate Act! and Quotewerks refer Quotewerks . You will find a listing of solution providers on their site including for UK. Many are Act! consultants or conversant with Act!     

Graeme Leo
Xact Software - consultants and developers
Follow us on Twitter and check out our Blog


New Member
Posts: 17
Country: United_Kingdom

Re: Addons around the Opportunities / Quote Area

Thanks Graeme, will have a look at Quotewerks.  We have only demoed ACTand the customers feels the quoting side needs more for them to purchase it.

 

Regards

Debbie

Debbie Wood
Perrywell Computer Systems Limited
w: www.perrywell.co.uk
e: debbiew@perrywell.co.uk
t: 01789 774084
f: 01789 774085
Bronze Super Contributor
Posts: 1,231
Country: USA

Re: Addons around the Opportunities / Quote Area

Debbie,

One of our biggest selling modules of our Impact Suite is Opportunity List Plus.


OLP has all of the features you are looking for and is embedded directly into the act UI.

Here are links to some  videos: 


Opportunity Webinar 


Emailing Invoice templates as PDFs


Invoice Product Bundling

 

 

There are other features documented in the help section like:

Printing Multiple Currencies

 

You can download the trial version here:

http://www.durkincomputing.com/Download.aspx

 

Let me know if you have any questions.

 

Thanks

-- Jim Durkin

 

 

 

 

New Member
Posts: 17
Country: United_Kingdom

Re: Addons around the Opportunities / Quote Area

Thanks Jim, will have a look.

 

Regards

Debbie

Debbie Wood
Perrywell Computer Systems Limited
w: www.perrywell.co.uk
e: debbiew@perrywell.co.uk
t: 01789 774084
f: 01789 774085