Link2Quotes
Introduction Video:
Team Edition Setup Guide:
Setup deep dive:
Welcome to Link2Quotes, an opportunity to online quoting tool straight from your Act! database. When you send a quote, customers can view and accept the quote online. You could see in the linked Opportunity History whenever your customer has viewed the online quote, or accepted it.
For first time user, please check our setup guides according to the edition you use.
Using Link2Quotes:
- Managing Quotes
- Sending a Quote
- Activity Dashboard
- Managing Quote Layouts
- Managing Email Templates
- Managing Product Database
- Managing Online Documents
To find out which edition you have, open Link2Quotes from the main menu. The page title will show which edition you have.
^^ Last revised: 2023.03.14