Seamless Opportunities for Act!
Improve the presentation and richness of your quotes with our easy-to-use add-on. Seamless opportunities is embedded within Act so everything is done within Act.
The quotes sit within opportunities and can automatically update contact records with quote information.
- Create quotes, tenders or proposals in minutes.
- Work within Act! – forget separate programs.
- Customise your own templates using Microsoft® Word.
- Choose who you want to mail merge your document to.
- Record the merged document by linking it to the
- Opportunity and contact document tab.
- Create calculated fields across Contacts, Companies,
- Opportunities and Products for mail merging.
- Build your own product database with images (foundation level)
- Quote in different currencies (foundation level)
Seamless Opportunities helps you make more of Act! through the opportunities feature.