Community
Showing results for 
Search instead for 
Do you mean 
Reply

quoting - are there any add ons?

New Member
Posts: 1
Country: United_Kingdom

quoting - are there any add ons?

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.

Thanks! 

Zara 

Copper Elite Contributor
Posts: 140
Country: USA

Re: quoting - are there any add ons?

Quotewerks:  http://www.quotewerks.com

 

 

Phillip R. Price
ACT! Certified Consultant
Automated Sales Tools, LLC
http://www.automatedsalestools.com
Phone: 1-866-915-9399
Bronze Elite Contributor
Posts: 2,590
Country: New_Zealand

Re: quoting - are there any add ons?

Zara,

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.    

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


Bronze Elite Contributor
Posts: 1,710
Country: United_Kingdom

Re: quoting - are there any add ons?

Hi Zara,

 

You might want to consider...

 

http://www.exponenciel.com/actaddons/actaddon.aspx?ID=153

 

HTH


David Shaw
Act! Certified Consultant since 2001
Office:    +44 (0)1483 714507
Mobile: +44 (0)7977 567 318
E-Mail:    dshaw@act4u.org