Act! Interactive Quotes
Act! Interactive Quotes
Create, Track & Close Deals Faster
Act! Interactive Quotes lets you generate sleek, professional quotes directly within Act! Cloud. Monitor when prospects view your quotes, trigger automated follow-ups, and even accept payments online—streamlining your entire quoting and sales process from first interaction to closed deal.
Generate & Manage Quotes with Ease
Quickly create, customise, and send dynamic quotes using Act! CRM. Keep deals moving with real-time quote tracking and seamless integration into your CRM and sales workflow.
- Create custom quotes & templates that match your brand and pricing structure
- Send quotes instantly from any device— via Act!
- Track quote views in real time to follow up at the right moment
Automate Follow-Ups & Close More Deals
Take the guesswork out of sales. Act! Interactive Quotes automates follow-ups, reminders, and payment processing, so you can focus on closing deals.
- Schedule automated reminders to keep quotes top of mind for prospects
- Process secure payments upon acceptance to finalise sales faster
- Monitor sales performance with reports tracking open, closed, and expired quotes
Interactive Quotes is included with an Act! Advantage subscription.
Act! Advantage Standard
Includes Standard Interactive Quotes
Create, send, and accept online quotations with ease—perfect for individual users managing their own sales process.
Act! Advantage Professional & Ultimate
Includes Advanced Interactive Quotes
Everything in Standard, plus multi-user support for teams and organisations, advanced reporting for deeper insights, and the ability to select email templates on the fly for faster, more consistent communication.