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QuoteWerks Help
Version 24 (Build 2.04) 
April 17, 2024
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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! for Web contact record account number is embedded into the quote. QuoteWerks then uses this account # to write information back to ACT! for Web.

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! for Web:

•Creating a Document Attachment in ACT! for Web

•Creating or Updating a Follow-Up Call in ACT! for Web

•Creating or Updating a Meeting Activity in ACT! for Web

•Creating or Updating a To-Do Activity in ACT! for Web

•Creating or Updating a Sales Opportunity in ACT! for Web

•Competing or Updating a Completed Sale in ACT! for Web