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Creating a quote with multiple sections

Copper Super Contributor
Posts: 95
Country: USA

Creating a quote with multiple sections

Hi,

 

The company I started working for has a quote template in Excel.  It has several sections, Software, Hardware, professional Services, etc., in which each section may or may not have a price element included (not every deal includes professional services, for example).

 

Each section has a subtotal, with a Grand Total at the bottom.

 

Is it possible, either within Act or with an add-on product, to create an opportunity within Act, and have the opportunity flow to the appropriate sections within the quote template when I go to create a quote?  It would save a lot of typing as doing the quotes manually is a hassle. 

 

Mike

Silver Contributor
Posts: 1,813
Country: USA

Re: Creating a quote with multiple sections

Take a look at quotewerks (www.quotewerks.com).  It will do exactly that. If you want a short demo, let me know.

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