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QuoteWerks Help
Version 24 (Build 2.04) 
April 17, 2024

The combination of QuoteWerks and ACT! makes it simpler to provide estimates and proposals to prospective customers, combine sales quotes with business development opportunities in the pipeline, create follow ups within ACT!, and gain visibility into revenue streams from products and services.


For more information on the ACT! integration, please see:

Setting Up the ACT! Integration

Using the ACT! Integration


Features available in ACT! Integration:

QuoteWerks searches for your ACT! Contacts

Automatically creates and updates Sales Opportunities

Write Line Items into ACT! Opportunity

Create Document Attachments

Attach Additional Documents/Files to the Opportunity

Create ACT! Follow-up Calls

Create ACT! Meetings

Create ACT! To-Dos

Create new ACT! Accounts and Contacts