ACT!
QwikQuote communicates with ACT better than other quoting programs. Let’s see
how:
QwikQuote Links
To versions 4.0, 2000/5.0, 6.0, 2005/7.0, 2006/8.0, 2007/9.0, 2008/10.0, and 2009/11.0
Information from ACT to QwikQuote
Figure 1: QwikQuote and ACT work seamlessly together. Salespeople will no longer
have to remember what kind of pricing a customer gets. QwikQuote automatically sets
the proper price level based on your setting in the ACT customer contact record. Here is
just some of the information that can be linked:
• Contact information
• Shipping Address
• Pricing level
• Any other fields you consider important.
Not all customers get the same pricing and QwikQuote makes it easy to set the
correct pricing level. No more checking and double checking to make sure an end user is
getting a discount reserved for your best customers.
Bring in other important fields from your ACT contact record. For example,
the ACT Customer ID for easy cross reference for your accounting department.
Customer contact and shipping address is brought over from ACT with one
click of your mouse.
Filed under: ACT | Tagged: ACT, ACT Overview
