Setup Guide for Standard Edition

Welcome to Link2Quotes Standard Edition! This setup guide will guide you through the minimal steps necessary in order to configure the product and create your first quotation. You can also access this setup guide anytime from Link2Quotes Help menu.

Preliminary Setup: Act! Web API Settings

Before we start, please make sure that you have already configured Act! Web API connection settings. It can be found on Act! Web API Settings main menu.

Preliminary Setup: General Account Settings

Additionally, please review your account settings on General Settings main menu and make sure that you have filled in your contact information (Display Name, Position, Email) and select a correct Time Zone.

Optionally, you could also configure a custom SMTP server settings to use for delivering quotes to your customers by email.

1. General Settings

Go to Link2Quotes → Settings menu and complete all the required general settings for your account, specifically:

• Create the quote number format (Prefix, Suffix, Minimum Digits)
• Indicate which currencies you will support
• Add the sales taxes you will support
• Set a sales quota, if applicable

2. Setup Follow-up Activities

Follow up settings let you check off required follow ups. These can be activities/tasks such as phone calls to the customer following the quote in a desired number of days, and also a reminder email which is delivered a set number of days before expiry of each quote.

Go to Link2Quotes → Settings → Follow-ups and indicate which events you would like follow-ups scheduled for.

3. Customize Layouts

Go to Link2Quotes → Settings → Layouts and edit the "Default Layout" by selecting [Edit] icon button. You may set the contact information to display on the document header, as well as some notes and terms for your quotes.

Press [Preview] on the top right of the page to see how your document template looks like when rendered online and printed.

You can also create more template designs in this page.

4. Emails

Standard edition has two email content types: thank you for quote acceptance, and delivery notice.

5. Picklists

Picklists allow you to save frequently required image and video URLs which you can use in your quotes. These URLS can be applied to the quote while working with line items and inserted below a product or a product bundle to help the customer visualize the item.

6. Setup Act! Field Mapping

Go to Link2Quotes → Settings → Act! Field Mapping menu to create the required fields in your Act! database. Be sure to add them to your Act! Opportunity layout after this process is completed.

Please consult the Help menu anytime to bring up contextual help article for the page you are on. We hope you enjoy using Link2Quotes.

^^ Last revised: 2024.11.05