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