ACT! for Web Integration
ACT! for Web Integration for Quoting, Pricing, and Proposals
QuoteWerks integrates with ACT! for Web, the cloud-based version of ACT!, to provide a dedicated quoting and CPQ solution.
ACT! includes built-in quoting tools that work well for simple quotes. As your sales process grows, managing pricing, consistency, and detailed proposals inside the CRM becomes more difficult.
With QuoteWerks, your team can create accurate quotes, control pricing, and generate professional proposals while ACT! for Web stays updated with the latest activity.
Use ACT! for Web to manage relationships and QuoteWerks to handle quoting, pricing, and proposal generation
The Reality
ACT! Quoting Works for Simple Sales Processes
Challenges appear as quoting becomes more detailed and structured
ACT! provides native quoting tools and add-ons that allow you to create and send quotes directly from the CRM. These tools are effective for straightforward quotes and smaller sales teams.
As quoting becomes more complex, teams often run into limitations:
- Larger quotes with many line items become harder to manage
- Pricing consistency across reps becomes difficult to maintain
- Limited access to real-time supplier or distributor pricing
- Basic quote formats that lack flexibility for proposals
- No structured workflow beyond quote creation
At this stage, quoting inside the CRM can slow down the sales process instead of supporting it.
The Solution
A Dedicated Quoting System Integrated with ACT! for Web
Separate CRM management from quoting execution
QuoteWerks integrates with ACT! for Web using the ACT! API, supporting modern, browser-based sales workflows.
Sales reps can access ACT! contacts and opportunity details inside QuoteWerks, create quotes, and keep ACT! updated automatically.
This creates a clear division of responsibilities:
- ACT! for Web manages contacts, companies, and opportunities
- QuoteWerks manages pricing, quotes, and proposals
The result is a more efficient and scalable sales workflow without replacing your CRM.
Contact → Opportunity → Quote → Proposal → Updates Automatically Reflected in ACT!
Why QuoteWerks
A Scalable Upgrade to ACT! Quoting
Move beyond basic quoting without changing your CRM
ACT! quoting tools and add-ons extend basic functionality, but they remain limited to the CRM environment.
QuoteWerks is built specifically for quoting and proposal generation. It provides:
- Greater control over pricing and quote structure
- Support for more detailed and complex quotes
- Professional, customer-ready proposals
- A repeatable and consistent quoting process
This allows your team to handle more complex sales scenarios while continuing to use ACT! for Web as your CRM.
Key Capabilities
What You Can Do with QuoteWerks and ACT! for Web
Connect your CRM to a complete quoting workflow
Use ACT! Data Without Re-Entry
Keep ACT! Updated Automatically
Handle Detailed Quotes with Confidence
Generate Professional Proposals
Maintain Pricing Consistency Across Your Team
Reduce Errors and Duplicate Work
Integration Details
How It Works: What Actually Syncs Between ACT! for Web and QuoteWerks
Go beyond basic integration with full workflow alignment
QuoteWerks connects quoting directly to ACT! for Web so your CRM reflects the full lifecycle of each opportunity, not just basic contact data.
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.
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.
When saving a quote, QuoteWerks automatically creates a link to the quote under the Documents tab in Act!. 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. 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!.
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. You 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.
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.
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.
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!.
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!.
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!.
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.
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.
ACT! vs QuoteWerks
When ACT! Quoting Is Enough—and When It Isn’t
Understand where CRM quoting fits and where it breaks down
ACT! quoting tools and add-ons are a strong fit for simple quoting needs. They allow you to create and send quotes quickly without leaving the CRM.
As your sales process becomes more complex, a dedicated quoting system becomes necessary.
ACT! quoting is best for:
- Simple quotes with a small number of items
- Smaller teams with straightforward pricing
- Basic quote delivery and follow-up
QuoteWerks is designed for:
- Building complex quotes with bundled products, services, and configurations
- Reusing quote templates and product groupings to reduce manual work
- Using tools like Paste Special to quickly replicate and adjust quote sections
- Enforcing consistent pricing and margins across your entire team
- Accessing real-time distributor pricing for accurate quoting
- Delivering structured quotes and professional proposals
These capabilities allow your team to quote faster, maintain consistency, and handle more complex sales scenarios without increasing effort while continuing to use ACT! for Web as your CRM.
Core Platform Comparisons
QuoteWerks vs ACT! for Web Quoting
The difference between built-in CRM quoting and a dedicated CPQ solution
| Capability | ACT! for Web | QuoteWerks |
|---|---|---|
| Quote complexity | Basic quotes | Handles multi-line, detailed quotes |
| Bundles and grouped solutions | Limited | Built-in bundles and product grouping |
| Configurations and reusable quotes | Not structured | Reusable configurations and templates |
| Quote building speed | Manual entry | Tools like Paste Special for rapid quote creation |
| Pricing control | Per-user / manual | Centralized pricing and margin control |
| Proposal output | Basic formatting | Professional, branded proposals |
| Workflow depth | CRM-driven | Dedicated quote-to-proposal workflow |
| Scalability | Limited as complexity grows | Designed for growing sales teams |
ACT! for Web Integration FAQs
Common Questions About ACT! for Web and QuoteWerks
Everything you need to know about QuoteWerks and Act!
The integration between QuoteWerks and ACT! for Web goes beyond basic data sync, connecting your quoting process directly to your CRM workflow.
QuoteWerks integrates with ACT! for Web, the cloud-based version of ACT!. This integration is designed for modern, browser-based workflows and allows your team to access CRM data, create quotes, and keep records updated automatically.
If you are using ACT! Desktop, the integration approach and capabilities are similar with QuoteWerks Desktop (not QuoteWerks Web). This page focuses specifically on ACT! for Web and QuoteWerks Web to ensure clarity around supported workflows and features.
ACT! for Web is the browser-based, cloud-hosted version of ACT! CRM. It allows users to access contacts, opportunities, and activities from anywhere without installing software locally.
ACT! Desktop, on the other hand, is installed on a local machine or server and follows a different architecture. QuoteWerks integrates with ACT! for Web to support more flexible, cloud-based sales processes and remote access for modern teams.
No. QuoteWerks is designed to work alongside ACT! for Web, not replace it.
ACT! remains your system for managing customer relationships, activities, and opportunities. QuoteWerks handles quoting, pricing, and proposal generation. Together, they create a more complete and efficient sales workflow without requiring you to change your CRM.
ACT! for Web includes quoting tools and add-ons that are effective for simple quotes and basic workflows.
QuoteWerks is a dedicated quoting and CPQ solution designed to handle more complex scenarios. This includes multi-line quotes, bundled products and services, reusable configurations, structured pricing, and professional proposal generation.
As quoting becomes more detailed or requires consistency across a team, QuoteWerks provides the control and efficiency that CRM-based quoting tools typically lack.
Yes. Many teams continue using ACT! quoting tools for simple quotes while using QuoteWerks for more detailed or complex opportunities.
This approach allows you to adopt QuoteWerks gradually while maintaining your existing workflow. Over time, many teams shift more of their quoting into QuoteWerks as their needs grow.
Yes. QuoteWerks can update ACT! for Web with quote-related activity, including opportunity updates, notes, and history records.
This ensures your CRM reflects the latest status of each deal without requiring manual updates. Your team can continue working in ACT! while maintaining full visibility into the quoting process.
QuoteWerks can use contact and opportunity data from ACT! for Web and update ACT! with quote activity, attachments, notes, and opportunity details.
This includes:
- Customer and contact information
- Opportunity updates and status changes
- Quote documents and attachments
- Activity and communication history
This level of integration helps keep both systems aligned and reduces the need for duplicate data entry.
Yes. QuoteWerks is specifically designed to handle more detailed and structured quotes than ACT! quoting tools.
This includes support for:
- Bundled products and services
- Reusable configurations and templates
- Multi-line quotes with detailed pricing
- Tools like Paste Special for quickly building and modifying quotes
These capabilities allow your team to work faster and maintain consistency, especially as your quoting process becomes more complex.
Yes. By connecting ACT! for Web and QuoteWerks, your team can avoid re-entering customer, opportunity, and quote data.
QuoteWerks pulls relevant information from ACT! and can push updates back automatically. This reduces errors, improves efficiency, and ensures both systems stay aligned throughout the sales process.
This integration is best suited for sales teams using ACT! for Web who need more control over quoting, pricing, and proposal generation.
It is particularly valuable for teams that:
- Create detailed or multi-line quotes
- Need consistent pricing across multiple users
- Want to improve proposal quality
- Are looking to scale their sales process without replacing their CRM
QuoteWerks provides a clear upgrade path as quoting needs grow beyond what ACT! alone can support.