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QuoteWerks Help
Version 25 (Build 1.03) 
December 9, 2024
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This section takes you through using ACT! for Web with QuoteWerks. This will allow you to pull ACT! for Web customer records into sales quotes, create ACT! for Web opportunities, and much more using a single application: QuoteWerks.

 

The Integration features include:

QuoteWerks searches for your ACT! for Web Contacts

Automatically create and update Sales Opportunities

Write Line Items into ACT! for Web Opportunity

Attach Additional Documents/Files to the Opportunity

Create Document Attachments

Create ACT! for Web Follow-up Calls

Create ACT! for Web Meetings

Create ACT! for Web To-Dos

Create new ACT! for Web Accounts and Contacts