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QuoteWerks Help
Version 24 (Build 1.04) 
December 12, 2023

This section takes you through using your ACT! installation with QuoteWerks. This will allow you to pull ACT! customer records into sales quotes, create ACT! opportunities, and much more using a single application: QuoteWerks.


The Integration features include:

QuoteWerks searches for your ACT! Contacts

Automatically create and update Sales Opportunities

Write Line Items into ACT! Opportunity

Attach Additional Documents/Files to the Opportunity

Create Document Attachments

Create ACT! Follow-up Calls

Create ACT! Meetings

Create ACT! To-Dos

Create new ACT! Accounts and Contacts