Quote Selection 4 Act! adds a dropdown to the Opportunity Detail toolbar in Sage Act! 2010 (and greater) which allows you to select which quote template ACT! should use for the next quote you merge. You or your users can simply click the QuoteSelector dropdown and the template files are automatically swapped.
To configure additional templates, click the small QuoteSelector button next to the dropdown and you’ll see a dialog where you can configure as many quotes as you need.
Please note: Because Quote SelectoR1 works by copying different quote templates to the correct location for ACT! to merge them, this product is not recommended for usage on a database shared by multiple people. If multiple users attempt to select a quote at the same time, it is unpredictable which template would be used, and errors would be common.
For databases shared by multiple people, we recommend using our Quoter4Act! which does not have the same limitations.
Licensing Type: Perpetual
Compatibility: Act! 2010+