02-19-2018 06:55 AM
We have Act Professional and would like to use it for quoting in the following way;
- multiple quote templates
- able to pull client info and project details from Opportunity screen i.e. site name, company name and reg, contact name, date?
- track which type of quote is being sent by user
- track value of quote being sent by user
- the above tracking to be reportable (either in report within Act or exportable to excel)
From speaking with the support line, Act's quoting is very basic, and when using a template the tracking then becomes very manual.
Does anyone know of a suitable add on?
Thoughts and advice appreciated.
02-19-2018 12:40 PM
As Phillip advised, Quotewerks is a good choice. One minor point is that the integration of Quotewerks with Act! Opportunities, does require you to initiate integration by creating a new Act! opportunity in the workflow process. If you have existing opportunities in Act! there is no process to link to an Act! opportunity. I'd like to see them change that.
02-20-2018 01:36 AM
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