Advanced Integration Features for ACT!

If you're an ACT! user, you can get more out of your software by using QwikQuote!  Whether it's desktop or web, QwikQuote makes quoting and storing quote information in your contacts seamless and simple.  

QwikQuote works with desktop versions of ACT!, but also supports the ACT! Premium for Web extensions!  Now you can take your quoting tools with you on the road, but tie in to your contact database, and integrate quote data with contact data just as if you were in the office!

• Record quotes and invoices in the ACT! Sales Opportunity Manager.
• Create multiple Opportunities from a single quote/invoice based on your selected criteria.
• Automatically fill in Product and Type for each sales opportunity or enter your own text.
• Schedule and update Calls, Meetings and To-Do's in the ACT! Activity Manager.
• Create links to the Original Quote/Invoice in the ACT! Note/History tab.
• Associate a document with a group.
• Probability and Forecasted Close Date automatically obtained from QwikQuote.
• Set alarms and priorities.
• Track competitors.
• ACT! is updated immediately after saving the quote

Contact Options

To access Contact Options in QwikQuote, click on QwikQuote's Option button, then click on the Contacts tab. QwikQuote now lest you choose any or all of the three main ACT! links when you save a quote. You can also change these default options on the fly for each quote:

A. Create/Update Sales Opportunity
B. Create/Update Call/To-do/Meeting
C. Create/Update Linked Document

Below each contact option, you can manipulate the sales opportunity function. For instance, If both Product and Type are left unchecked, you will write a single opportunity to ACT for each quote. Product and Type are two labels associated with a sales opportunity in ACT. If you look at the sample ACT database, you will see examples that suggest that Product is meant for a simple description of the product (like flower basket) and Type is meant for various attributes like Special Order or Bulk Order. 

When you leave Product and Type unchecked, you can enter a text line into the fields of the link form (more on that below). However, if you check "Product," for example, you can then select which product field is used to fill in the product label for each opportunity entry. For example, if you choose "category" and make a quote from QwikQuote's sample MAKEACAR price list choosing a battery, an engine and a chassis, you'll get three entries in ACT's Opportunity Manager. If you make a quote choosing justl three batteries from MAKEACAR, you will see only one entry because all the items in the quote are from the same category. 

Alternatively, if you choose "Type" and pick "part number," you will see all three batteries as single entries. When you first use this feature, nothing appears in the combo boxes. You can also select "Type" and leave "Product" unchecked, which allows you to type in a value for the product field, but get multiple entries based on type.

Saving a Quote

When you save a quote in QwikQuote, the "Quote Links to ACT!" window appears.  The first line "Document Description" is used as a descriptor in the Activity schedule (the regarding field), the link document under the Notes/History tab (also the Regarding field), and in the Details field of the Sales opportunity.

Clicking on "Associate with group" provides a list of groups currently defined by ACT. These groups must be defined in ACT!

The status of the check boxes for the three link items is based upon the settings in options. You can change these now, but they will revert back upon creating a new quote. If you change the current quote and save it again, all of the current settings for this quote remain the same.

1. Sales Opportunity
The Product box is only editable if you did not select it in QwikQuote Options. Otherwise, it is disabled and shows the Product field that will be sent over to ACT. The same is true for the Type combo box. You do not have to fill in the Probability field.

Sales stage can be selected, and are also brought over from ACT!. If you select "Close/Won", the opportunity will appear as finished in ACT.

You can select Main Competitor or you can type in a new one. When you type in a new competitor, it is added to your list in ACT!. (This is also true for Product and Type).

The Details field defaults to "Quote ###," and you can change this. If you remove the quote number, the Opportunity will not have a record of the quote number.

2. Schedule Activity
This section allows you to schedule in ACT! activities associated with the quote. Click on down arrow buttons to choose times, call backs, and other features. Color is overridden by the Priority; for example, if you select "red" and then select "Medium Priority," the color changes to blue. 

3. Create Linked Document 
Creating "Linked Documents" in ACT! Links the quote itself to the ACT! Notes/History tab. This convenient features helps find quotes simply by looking for your contact in ACT!. Clicking on the Linked Document automatically opens QwikQuote and the quote you seek.

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