Compatible: Act for Windows & Web v16+
Act! Premium Plus Certified: YES
** Each License requires one subscription of Tables4Act! for access to the custom tables within this product. Tables4Act! subscription sold separately.
Quoting4Act! is an integrated quoting solution that works with both Act! for Windows and Web. Simply start by creating an opportunity, adding your products and services, and with a click of the mouse Quoting4Act! converts it into a sophisticated quoting module that allows you to calculate shipping fees, sales taxes, and even foreign exchange. You can also embed your company's logo, corporate colours, contact information, tax code, and disclaimer text to create a professional looking quotation any company would be proud to present.
Quoting4Act! uses Tables4Act! to automatically create custom tables for all your products, and it even has it's own product importer to get up and running even easier. Using a built-in PDF manager, Quoting4Act! will create a PDF quote that is automatically attached to your Documents Tab, and then send the quote with our exclusive QMail program, that ensures reliable History attaching and quote delivery. And QMail is not limited to Outlook either, as it will send to your default email client -whether that be MS Mail, ThunderBird, or another support email client.
Quoting4Act! also works easily with Act! for Web within a browser, as well. Following the same steps, you prepare an Opportunity, populate the products & services, and Quoting4Act! launches a web console with almost all the same controls as the Windows version.
Stop struggling with Excel or the built-in quote template in Act! that is weak and fragile. Quoting4Act! makes quoting as simple as creating an opportunity. Fuel your pipeline and propel your sales all from with Act!
- Tables4Act! (sold separately)
- Product Importer
ATTENTION TRIAL USERS
Please note that many of our Act4 and 4Act products require Tables4Act! to be installed in advance. When purchased online, the licenses for both are sent, but users looking to test-drive our Actcessories can download Tables4Act! separately at http://act4work.com/files/t4a/tables4actinstaller.exe, and then the test product from the download link below.
Please note: License keys for subscription keys cannot be generated by the website, and may take up to one-two business days to fulfil dependng on the product and time of order. To avoid service disruption, please do not use trial licenses up to the last minute before placing online order.
** Each License requires one subscription of Tables4Act! for access to the custom tables within Quoting4Act!. Tables4Act! subscription sold separately.
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.