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Category: Actcessories
Written by Ken Quigley
February 27 2022

On March 3rd Keystroke will host our first webinar on Link2quotes to introduce this new online quoting system to the Act! market. Link2quotes is unlike any other quoting solution for Act! in that it integrates with all subscription versions of Act! through the WebAPI. Why is this important? The WebAPI allows for instant data exchange between the online quoting service and your data, with no syncing or downloading at all.

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Link2quotes is designed to work like an Act! user, namely from anywhere. Whether you're on Act! Premium Desktop or Cloud, or in the new Act! CRM or Classic, quoting should be simple, sophisticated, and accessible across all platforms. The workflow couldn't be easier.

  1. Create an Opportunity in Act!.
  2. If you're on the desktop platform, simply click the Link2quotes button to launch the Link2quotes online management system, where it will either create a new Link2Quotes new tile side view400Bquote or load an existing one. The quote is automatically named after the opportunity and assigned a sequential quote number.
  3. Once there, you can select the appropriate template from the template library you create, and set your quote preferences for sales taxes, shipping, currency, required deposit. You can even move line items around the quote, and group them with section headers and spacers to make your product/service presentation as intuitive as possible to the viewer.
  4. When you're happy with how the quote looks in the preview screen, click Save & Send. A pre-formatted email will be queued with the quote link, along with an attached PDF if needed. Don't worry how your prospect views the quote, because all quotes are responsive and format perfectly on mobile, desktop, or tablet. The quotes can be viewed as HTML from the link, printed, or even downloaded as a PDF. Whatever suits your prospect best.
  5. Once your quote is delivered, the true magic of Link2quotes begins. Each time one of your prospects views their quote, the Link2quote Activity Dashboard is updated, allowing you to see the pulse of your pipeline, and plan your follow-ups accordingly. 
  6. Link2quotes online quote management system allows your prospects to accept their quotes online, with both you and them receiving immediate deal confirmation by email.

Yes, it's that easy. What's more, the WebAPI integration updates your Opportunity as Closed-Won, while providing continuous two-way integration between Act! and Link2quotes. For instance, if the customer needs more time to accept their quote, just extend the "Valid To" date of your quote, and your Opportunity's Estimated Close Date will be immediately updated in Act!. Same thing with the quantity and rates in the quote. If you change them in Act!, those new rates & quantities will be instantly reflected in the customer's quote. No other quoting solution provides that kind of two-way communication between Act! and your quotes across all subscription platforms.

The best part is the price. Link2quotes costs only $10/month per user, billed annually, which is significantly less than any other Act! quoting product of its kind.

There are lots more Link2quotes features to cover, with plenty more on the roadmap, as well. If you'd like to be amongst the first to see Link2quotes in action, join us on March 3rd, 3PM ET as we host a webinar on this newly launched online quote management system.

Register HERE for the webinar, or HERE to learn more. We hope to see you there.

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