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QuoteWerks Help
Version 24 (Build 1.04) 
December 12, 2023
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Important:   Please note that QuoteWerks only supports ACT! 2010 and later for all features.

 

All of the following features require that you have already pulled the contact information into the Sold to / Ship to tab of the Quote Workbook. When this is done, the ACT! contact record account number is embedded into the quote. See the above section on “Pulling ACT! contact information into QuoteWerks” for more details. QuoteWerks then uses this account # to write information back to ACT!

While ACT! is running and you choose to save a quote, you will have the option to write back information to ACT!

Note:These write back links will not be displayed if you are saving a quote template.

Please click the following topics to learn more about writing information back to ACT!:

Creating or Updating a Sales Opportunity in ACT!

Creating or Updating a Linked Document in ACT!

Creating or Updating a Follow-Up Call in ACT!

Creating or Updating a Meeting Activity in ACT!

Creating or Updating a To-Do Activity in ACT!

Competing or Updating a Completed Sale in ACT!