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can I send a quote from act to sage instant accounts?

New Member
Posts: 12
Country: United_Kingdom

can I send a quote from act to sage instant accounts?

I'm running act 2012, with instant accounts.

I always used to send quotes out via instant accounts, click print and e-mail and the customer got a well presented pdf quote and a copy of our terms.

I now use act for this, but feel the quotes from act look pretty rubbish and basic, there's no option for autonumbering, and its long winded opening up a quote from act in word, save as a pdf then send it off.

I don't mind this for one off customers and the public because should a quote not be accepted I don't end up with 100's customers in instant accounts.

I like act for keeping track of quotes and its dashboard reports, but its lacking in the presentation and ease of use with quotes.

Any ideas?