The combination of QuoteWerks and ACT! makes it simpler to provide estimates and proposals to prospective customers, combine sales quotes with business development opportunities in the pipeline, create follow ups within ACT!, and gain visibility into revenue streams from products and services.

For more information on the ACT! integration, please see:

•Setting Up the ACT! Integration

•Using the ACT! Integration

Features available in ACT! Integration:

•QuoteWerks searches for your ACT! Contacts

•Automatically creates and updates Sales Opportunities

•Write Line Items into ACT! Opportunity

•Create Document Attachments

•Attach Additional Documents/Files to the Opportunity

•Create ACT! Follow-up Calls

•Create ACT! Meetings

•Create ACT! To-Dos

•Create new ACT! Accounts and Contacts