Quickly and easily select which previously designed and saved quote template to use as the "default" template for the next "Create Quote" operation.
An Act! opportunity can be presented in the form of a "quote," and Act! provides a basic quote template as part of the installation. However, if you need to use different quote formats in different situations, there is no convenient way to select the quote template to use each time a quote is generated.
"Select-A-Quote" makes it easy to specify which quote template should be used to generate the next quote, and to easily switch from one quote template to another.