QuoteWerks

QuoteWerks is specialized software used in every industry for creating sales quotes and proposals. Rather than using Microsoft Word or Excel to create your quotes and proposals, you can benefit from a tool that is specialized for the task of creating quotes and proposals.

The combination of QuoteWerks and Act! makes it easier to provide quotes and proposals to prospective customers, combine sales quotes with business development opportunities in the pipeline, and gain visibility into revenue streams from your products and services.

QuoteWerks searches the Act! database for a contact to use in the quote

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QuoteWerks creates notes/history attachment in Act!

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QuoteWerks creates/updates Sales Opportunities in Act!

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QuoteWerks schedule To-do items in Act!

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Click here to watch a video of the QuoteWerks integration with Act!