Custom Quotes 4 Act! (formerly QuoteR1)
QuoteR1 is the quoting tool of choice for Act! 2010 and above. It provides three key abilities:
- Easy usage of multiple quote templates
- Merging of quotes directly to Excel
- Merge data from Contact, Company, or Opportunity fields
Because QuoteR1 creates all quotes directly in Excel, your options for customization are virtually endless!
QuoteR1 adds an entry to the Tools menu:
Licensing Type: Perpetual
Compatibility: Act! 2010+
Setup Assistance for Add-ons:
- Setup assistance can be purchased with this product, and this option includes the initial installation, activation, and basic configurations of the program
- Setup assistance does NOT include customization or personalization of the program, nor does it include training in its use.
- Keystroke is NOT responsible for updating your computer to prepare it for the installation of this software, as proper computer & Windows maintenance is the sole responsibility of the customer.
- Customer must be ready with all account, licensing, and other details required for activation and setup
- Service may not exceed 30-minutes and "setup assistance" does not imply ongoing warranty assistance with this product.