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Interactive Quotes

Act's Modern Quoting System is your License to Sell!

Act's Modern Quoting System offers a comprehensive online quoting system tailored for Act! users. With Interactive Quotes, crafting a polished quote is swift and straightforward. You can seamlessly integrate new customers, provide a variety of product and service choices, enhance your quotes with images and videos, and dispatch them from any device or computer with a simple click.

The process is incredibly user-friendly, with most new users able to send quotes in the first hour. Additionally, Act's Modern Quoting System generates new opportunities within Act!, sets up automated follow-up tasks to finalize sales, notifies you when a prospect views the quote, sends timely reminders, and marks the Opportunity as closed once the transaction is complete. Plus, Act's Modern Quoting System can handle immediate payment processing upon quote acceptance and can push the transaction details directly to QuickBooks Online.

Setting itself apart from other third-party add-ons, Act's Modern Quoting System uniquely writes directly to the database.

With Interactive Quotes, you can:

Create custom quotes and quote templates to match your brand and style, as well as product or service quote formats
Schedule quote follow-ups to keep your sales pipeline on track
Send automated quote reminders to ensure quotes stay top of mind
Real-time visibility to see when prospects view quotes and schedule your follow-ups accordingly
Process secure payments upon quote acceptance to simplify the sales process and increase conversion
Track accepted quotes against goals to monitor progress toward achieving sales targets
Process quotes in multiple currencies and automatically calculate foreign exchange when applicable

And the best part is you can use Interactive Quotes from anywhere - a PC, Tablet, or even a Mac because everything is online, with no need to have Act! locally installed.

The quote templates are completely customizable and responsive, and can be sent to the prospect right from the console.

When your customer receives the quote, they can view it online, print it, or download as a PDF. Most importantly, though, these quotes can be accepted online. And an accepted quote automatically alerts you by email, and closes the Opportunity as won.

Whether the quote gets accepted right away or not, every customer engagement with the quote is written back to the Opportunity History, so you have a detailed audit trail of each prospect's level of interest, allowing you to plan your follow-ups accordingly.

Interactive Quotes

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