Act! and QuoteWerks, a powerful tool that allows you to build and create sophisticated business quotes and proposals
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We're a QuoteWerks Solutions Partner, and we can help you get more out of your Act! CRM investment
QuoteWerks integrates and leverages the software you already own and know how to use. It centralizes your data and eliminates costly mistakes, all of which ultimately save you time and money. The combination of QuoteWerks and Act! makes it easier to provide quotes and proposals to prospective customers, combine sales quotes with business development opportunities in the pipeline, and gain visibility into revenue streams from your products and services.
QuoteWerks+ Act! Solutions:
Use QuoteWerks, sales quoting and proposal software solution, as a tool in your CPQ and Quote-to-Cash sales process.
Exchange information between QuoteWerks and Act!
QuoteWerks searches the Act! database for a contact to use in the quote
QuoteWerks Creates Notes/History attachment in Act!
QuoteWerks Creates/Updates updates completed Sales Opportunities in Act!
QuoteWerks writes line item details into Act! Sales Opportunities
QuoteWerks schedules Follow up calls in Act!
QuoteWerks schedules Meetings in Act!
QuoteWerks schedules To-do items in Act!
Logs e-mails sent from QuoteWerks in Act! history
QuoteWerks Creates New Act! Contacts
QuoteWerks prints information pulled from other Act! fields
QuoteWerks can pull lookup list information from Act!
QuoteWerks integrates with Act! versions v24, v23, v22, v21, v20, v19, v18, v17, v16, 2013, 2012, 2011, and 2010.
Extend your QuoteWerks CPQ experience from Act! Desktop to Act! for Web.
An Introduction to QuoteWerks
QuoteWerks and Act! Integration Overview
QuoteWerks is specialized software used in every industry for creating sales quotes and proposals. Rather than using Microsoft® Word® or Excel® to create your quotes and proposals, you can benefit from a tool that is specialized for the task of creating quotes and proposals.
How Does It Works?
QuoteWerks fits into your existing software environment. It works with the software that you store your customer information in like ACT!, ACT! for Web, and Google Contacts, eliminating the need to re-type customer information. In addition, QuoteWerks also has its own built-in contact database.
How We Can Help?
Automated Sales Tools can help you with QuoteWerks installation and customize it exactly with the features you need to manage your business effectively.