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.
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.