QuoteWerks

QuoteWerks is a tightly integrated quoting solution for Act! that greatly improves your productivity. With 83,000 customers in over 100 countries QuoteWerks defines the industry standard for small to medium business quoting software.

QuoteWerks enables you to reduce your quoting time from hours to just minutes. If you are using word, excel, or even your accounting software to create your quotes and proposals, you are spending too much time creating the quote and not enough time closing the sale.
 

Complete the process with Xact Accounting Links

Combine Act!, QuoteWerks and an Xact Accounting Link for Quickbooks, MYOB, or Xero and complete the whole workflow process from enquiry through sales process to billing.

Organisations that have QuoteWerks, Act! and selected Xact Accounting Links can benefit from full front-to-back office integration.
Create a quote in QuoteWerks and map the product items to an Act! Opportunity then, when the quote has been approved, easily convert it to a sales order or invoice with the click of a button.

Read more about our Accounting Links for Act!

 

Pricing & Downloads

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As a QuoteWerks Solution Partner we can demonstrate how Act! working with QuoteWerks can work for your business. Please contact us to schedule a convenient time.

 

Features

  • Merge Act! contact information into Quotes: Users can easily add Act! contact data into a quote. If the bill to and ship to information is different, users can define which fields in ACT! should be mapped to the ship to fields.
  • Pull other Act! information into Quotes: Other information that is useful for the quoting process can also be mapped into QuoteWerks using the DataLink feature, such as customer terms and customer profile. Customer profiles can be used by QuoteWerks to determine the appropriate pricing that should be applied to the quote.
  • Merge Act! data into printed Quotes: Data from any Act! contact field can be inserted into the print layout of a quote without having to import it to QuoteWerks. If you want the data to be saved with the quote you can import the data using the DataLink feature (described above).
  • Save Quotes into Act!: When saving a quote, QuoteWerks automatically creates a link to the quote in the Act! Documents tab
  • Create/Update Act! Activities : From within QuoteWerks users can easily create/update Act! phone calls, meetings and to-do's related to a quote.
  • Integration with Act! Opportunities: From QuoteWerks, users can create, update and close sales opportunities, and when an opportunity is created, QuoteWerks can either write a single line description summarising the entire quote, or list all the individual products under the products/services tab.
  • Logs emails sent from QuoteWerks in Act! History: QuoteWerks has a built-in email client, so users can e-mail a quote to the customer with a single-click. The customers email address is automatically pulled from the Act! contact information, and after the email has been sent the e-mail is logged in Act! history under the Notes/History tab.

QuoteWerks is compatible with Act! versions 2005 and newer, and Act! Premium for Web versions 2010 and newer. Some features may not be supported for all versions of Act! Contact us for more info.