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The QuoteWerks Integration with Act! Overview

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.

  • Integration Overview
    This video demonstrates the QuoteWerks integration with Act!

Compatibility

QuoteWerks integrates with Act! versions v18, v17, v16, 2013, 2012, 2011, 2010, 2009, 2008, 2007, 2006, and 2005.

Do you use Act! for Web?

QuoteWerks pulls Act! contact information into the quote

From our Sold To / Ship To tab of the QuoteWerks quote workbook, with a simple click of a button, QuoteWerks will fill in the contact information in the quote by pulling the contact information from the contact that is currently selected in Act!. You will never have to re-type your customer information.  QuoteWerks also allows you to define which fields in Act! should be used for the Ship To contact information (All supported versions of Act!).

QuoteWerks pulls other Act! contact information into the quote

When you select the Act! contact to use in the quote, our innovative DataLink feature can automatically pull other information from Act! into the quote such as customer terms, customer sales tax rate, customer profile etc. Customer profiles can be used by QuoteWerks to determine the appropriate pricing a particular customer should receive (All supported versions of Act!).

QuoteWerks searches the Act! database for a contact to use in the quote

From our Sold To / Ship To tab of the QuoteWerks quote workbook, you can search the Act! database for a contact by name, company name, last name or phone number. QuoteWerks will fill in the contact information in the quote by pulling the contact information from the contact that you searched for. You will never have to re-type your customer information. Additionally, any secondary contacts listed under the Secondary Contacts tab will be retrieved and available for selection. (Act! v18, v17, v16, 2013, 2012, 2011, 2010, 2009, 2008, 2007, 2006, and 2005)

QuoteWerks prints information pulled from other Act! fields

QuoteWerks has a built-in print layout designer that allows you to customize the look of your quote. The print layout designer also allows you to easily insert data fields from Act! into the QuoteWerks print layout. Then, when you print the quote, QuoteWerks will pull data from the Act! contact fields that you inserted into the print layout resulting in a printed quote that includes information from your Act! contact record. This feature is different from the DataLink feature (described above) in that this extra data is pulled from Act! and printed, but not saved with the quote. When you need to save the information pulled from Act! into the quote, you would use the DataLink feature. So, for example, if you are using a field in Act! to store the contact’s assistant’s name, you can insert that Act! field into the print layout so that when the quote is printed, the assistant’s name will be printed on the quote, but not saved with the quote (All supported versions of Act!).

QuoteWerks Creates Notes/History attachment in Act!

When saving a quote, QuoteWerks automatically creates a link to the quote under the Documents tab in Act! (v18, v17, v16, 2013, 2012, 2011, 2010, 2009, 2008, 2007, 2006, and 2005).  In versions of Act! prior to 2005, the link is created under the Notes/History tab in Act! that links to the quote you are saving.

When you are in Act! and select the Notes/History tab, you will see all the quotes that you have done for this Act! contact. For Act! 2000 users, the name of the quote is displayed in the Regarding column in addition to the quote number. You can even double-click on the attachment, and QuoteWerks will open and display the quote the attachment refers to. This feature is very useful for organizing and finding your quotes from within Act! (All supported versions of Act!).

QuoteWerks Creates/Updates Sales Opportunities in Act!



When saving a quote, QuoteWerks automatically creates a Sales/Opportunity under the Sales/Opportunities tab in Act!. When you are in Act! and select the Sales/Opportunities tab, you will see the sales opportunities and their sale amounts for each quote you have created for this Act! contact. For Act! 2005 and higher, users have the option to see individual items or the entire quote amount in the Act! Sales Opportunity. The Sales/Opportunity feature is very useful in determining your projected cash flow. In Act!, you can run forecasted sale reports that tell you how much income will possibly be generated from all the quotes you have generated. These reports also let you know when these quotes are estimated to become orders which again helps you estimate your cash flow. If you need to forecast your sales for each individual product you are selling in the quote, QuoteWerks has a built-in reporting module that can create such a report. (Act! v18, v17, v16, 2013, 2012, 2011, 2010, 2009, 2008, 2007, 2006, and 2005)

QuoteWerks Creates/Updates updates completed Sales Opportunities in Act!



We create quotes with the expectation that the quotes will become orders. When the customer accepts the quote, QuoteWerks will convert the quote to an order and also convert your existing Act! Sales Opportunity into a completed sale. If no Sales Opportunity exists in Act!  (This would be the case if a customer called to place an order without requesting a quote first), QuoteWerks will simply create a new completed Sales Opportunity in Act!. The Sales Opportunity will be marked as completed and listed under the Sales/Opportunities tab in Act!. In Act!, you can run reports that tell you how much income was generated from the orders you have received. QuoteWerks also has a built-in reporting module that can create similar reports. (Act! v18, v17, v16, 2013, 2012, 2011, 2010, 2009, 2008, 2007, 2006, and 2005)

QuoteWerks writes line item details into Act! Sales Opportunities

When creating/updating an Act! Sales Opportunity, QuoteWerks can either write a single rollup line summarizing the entire QuoteWerks document or write the individual line items from the QuoteWerks document as Product/Services in the opportunity. (Act! v18, v17, v16, 2013, 2012, 2011, 2010, 2009, 2008, 2007, 2006, and 2005)

Example of Line Item Detail on Act! opportunity Products/Services tab:


Example of single rollup line on Act! opportunity Products/Services tab:

 

QuoteWerks schedules Follow up calls in Act!



When saving a quote, QuoteWerks offers to schedule a follow up call for you in Act!. By scheduling follow up calls, you increase your chances of closing the sale! The follow up call will be listed under the Activities tab in Act!. (Act! v18, v17, v16, 2013, 2012, 2011, 2010, 2009, 2008, 2007, 2006, and 2005)

QuoteWerks schedules Meetings in Act!



When saving a quote, QuoteWerks offers to schedule a meeting for you in Act! that is related to the quote. By scheduling meetings at the time you create the quote or order, you won't ever forget to take care of all the details related to your quote or sale.   The meeting will be listed under the Activities tab in Act!. (Act! v18, v17, v16, 2013, 2012, 2011, 2010, 2009, 2008, 2007, 2006, and 2005)

QuoteWerks schedules To-do items in Act!



When saving a quote, QuoteWerks offers to schedule a To-do item for you in Act! that is related to the quote. By scheduling to-do items at the time you create the quote or order, you won't ever forget to take care of all the details related to your quote or sale.  The to-do item will be listed under the Activities tab in Act!. (Act! v18, v17, v16, 2013, 2012, 2011, 2010, 2009, 2008, 2007, 2006, and 2005)

Logs e-mails sent from QuoteWerks in Act! history

QuoteWerks has a built-in e-mail client allowing you to e-mail the quote to your customer with a single-click. Your customer's e-mail address is automatically pulled from the Act! contact information, and after the e-mail has been sent the e-mail is logged in Act! history under the Notes/History tab. (All supported versions of Act!)

QuoteWerks can pull lookup list information from Act!

Many of the fields in QuoteWerks have a lookup list option. When you press the F2 key while in one of these fields, QuoteWerks will display a list of values that you can choose for the field. You can create a macro value that pulls information from a field in Act!. For example, if you press the F2 key while in the terms field in QuoteWerks, QuoteWerks will display a list of terms options that you have previously entered. You can create a new option that retrieves a value from a field in Act! that you use to store your terms. (All supported versions of Act!).

ACT! Version 5.0 and 6.0 Compatibility

As of QuoteWerks v5.0 Build 4 and later, QuoteWerks only supports ACT! 2005 and newer. The last version of QuoteWerks to support ACT! 6.0 and earlier was QuoteWerks Version 5.0 Build 1. If you have questions about ACT! compatibility, please call us at 407-248-1481.

The following Features are available in the Version 5.0 Build 1 release and earlier.

QuoteWerks creates Act! toolbar buttons

QuoteWerks creates Act! toolbar buttons inside Act! that make it easy for you to start QuoteWerks, and create a new quote, order, or invoice by simply clicking on the toolbar item (Act! 5.0 and 6.0).

QuoteWerks schedules To-do items in Act!

QuoteWerks schedules Meetings in Act!

QuoteWerks schedules Follow up calls in Act!

QuoteWerks Creates/Updates updates completed Sales Opportunities in Act!

QuoteWerks Creates/Updates Sales Opportunities in Act!