Tony Holowitz: Your Act CRM Software Expert

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Act Quotes: Creating a Quote in Act by Swiftpage

I don’t typically need to use sales quotes in my day-to-day business. My business practices are rather simple and can be explained with a simple email.

Act has a sales quote function built right into it and I have never used it. Yes, I have looked at it. Yesterday I wrote about sales quoting software for act (that also incorporates sales opportunities and Microsoft Word) and I failed to mention this fact. I don’t use sales quotes within act. To the best of my knowledge or memory, nobody that I know (that uses act) has ever asked me about it or told me that they use it. Make the I should give it another look. Or maybe I shouldn’t.

Act Quotes: Creating a Quote in Act by Swiftpage


Quoting Software for Act: Seamless Opportunities

I have not used Seamless Opportunities. The nature of my business is such that I don’t personally use or create sales quotes. As many of you know, I am not a huge fan of sales opportunities. Regardless of my personal opinions, I want to expose you to different types of software that work in conjunction with act. Seamless opportunities is one of those pieces of software; an act add-on product.

If you have used this software or have any opinions of the software, please post a comment below.

Seamless Opportunities |Seamless CRM LOVE MAKING SALES? |HATE DOING QUOTES?

Make more of the Act! Opportunities function with Seamless Opportunities, the great app for doing quotes, tenders and proposals from within Act!.

Seamless Opportunities makes quoting easy:

  • Create quotes, tenders or proposals in minutes
  • Work within Act! – forget separate programs
  • Customise your own templates using Microsoft® Word
  • Build your own product database with images
  • Quote in different currencies
  • Track, quantify and monetise your opportunities

Source: Seamless Opportunities — AddOnStore for Act!

Seamless CRM (web) (email)
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Tech Support Policy: Please visit the knowledege base section on our website in the first instance to see frequently asked questions and help videos. Every order for Seamless Opportunities (no matter how many licences that includes) comes with 30 days free technical support. Support is provided over the telephone and by e-mail but is restricted to technical functional issues, not set up or template creation. You can get help with these things by purchasing a Jump Start or Design Kit in Seamless Opportunities Extras. Pay-as-you-go telephone and online support to deal with any technical questions you may have about Seamless Opportunities is available at $2.45/min+VAT billable in 15 minute blocks.