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Professional Online Quote Management

Selling never looked so good!

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New Quote: Click to create a new quote in one of three ways - from a template, from scratch, or from an Opportunity
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Filters: Filter your quotes list by all the ways you're used to filtering Opps in Act!, and more!
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Pipeline Statistics: Filter your list or leave it unfiltered, and the statistics bar will display the number of quotes, the total value, and the weighted total, as well as the minimum, maximum, and average totals
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Multi-select: Select one or more quotes and send/delete/or change the validity of them in batches to save time and effort
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Quick View: Quickly preview the quotes from list view
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Send: Quickly send a quote from list view
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Edit: Click to edit a quote
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Quote Numbers: Quote numbers are auto-generated in sequence with options for setting prefixes and suffixes.
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Sort order: Quickly choose what column you wish to sort the list by, and in which order
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Quote filters: Filter by activity, time, status and/or sales rep
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Quotes list: Listed in order of recent activity
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Quote activity: Expand a quote to see all activity for that quote including when it was sent, viewed, accepted, reminders sent, and more, each with its own easy-to-recognize icons
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Accepted quotes: All accepted quotes are highlighted in "green", of course.
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Quote totals: See how much the quote is for and in what currency (if applicable)
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Prospect: See the prospect name and company of each quote clearly
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Reports Order: Use the chevrons to move the report you're most interested in to the top, and the ones you're not to the bottom
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Expand & Collapse: Expand or collapse a report based on your interest in it, and that preference will be loaded the next time you view reports
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Filters: set a filter by date or rep, and that filter will be sticky each time you come back
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Sales Reports: Instantly see your teams sales results, and how they compare to each other. View quotes sold by rep, quotes by status, open quotes, lost quotes, and even daily quotes
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Quote numbers: auto-generated with customizable prefix and suffix
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Contact: Pull a contact in using the API or add a new contact on the fly
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Currency: if you do business in multiple currencies, Link2quotes can support that
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Sales Taxes: add as many different sales taxes as needed, and simply add them to a quote as needed (including different sales taxes for different line items)
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Valid to: this date simultaneously sets the quote expiry date AND the Opportunity Estimate Close Date
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Required Deposit: great for projects that only require a deposit
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Products: Simply type in the name of a product and click the downward triangle and a list of all matching products is displayed. Set the quantity, price, discount, descriptions, and even product images on the fly. You can even group products so the customer can de-select some items, or choose from mutually exclusive options
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Lite item options: Add products, images, upcharges, running subtotals, headers, texts, videos, attachments and even separators to dress up and organize your quote
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Save & Close
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Save & Send
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Opportunity Details: Read and write to the Opportunity in Act! the Quote creates
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More actions allow you to save the quote as a template, save to History, Accept the quote, or delete the quote.
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Customizable template
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Options for Bill To and Ship To
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Quote details reflect quote number, date issued, expiry date, currency, and tax number, as well as the sender
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Products include images within the product description, as well as what discounts are applied
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Send the quotes with your email server or ours
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Automatically copies the Bill To and Ship To, and records the email to Act! History
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Automatically copies sender
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Select from a list of email templates on the fly (Team Edition only)
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Email editor includes all the basic formatting tools you'd expect in any word processor
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Optional PDF attachment
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Add more attachments to the quote from your hard drive or your document library in Link2quotes
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Send Quote
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Download email to Outlook to send from there. Includes all the merged fields and text.
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Product name
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Product Description with full formatting options
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Product Thumbnail image
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Product hyperlink
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SKU (for exporting to QuickBooks)
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Option Group allows you to make products optional or group them with other products to be a mutually exclusive option
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Sales Taxes
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Importing product list
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Exporting product list
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Upload image option
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Thumbnail sample in gallery of image
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Search for image
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Sort order of images
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Image storage quote (includes storage used by documents, as well)

Watch Link2quotes Working

Linktivity Online Productivity Suite

Easily customized Quote layout

Every aspect of your quote template is customizable to suit your needs, as well as building an entire template library for your quotes.

Generate a URL to view your quote online

Link2quotes doesn't just render your quote as a PDF, it creates a unique link your customers can click on to view from anywhere. And these quotes can be viewed, printed, or downloaded as a PDF by your customers for easy management.

Convert Opps to Quotes in seconds

Your salespeople will love you for the ease with which they can create quotes. Simply login to Link2quotes, select an Opp, and click Save & Send. What could be easier.

Pulls all Contact & Opp details into your quote

Never worry about double entry with Link2quotes. Your quote pulls all the relevant contact & opportunity details into the quote, including the Estimated Closing Date coming across as the Valid To date in the quote.

Features Comparison Chart

Link2quotes is available in Standard and Team Editions, to support the needs of individual sales reps and workgroups. A number of features and functions are exclusive to Team edition, and the comparison chart below provides a good illustraiton of those differences. The biggest difference between the two tiers is the ability to share quoting resources and data with others, so features like shared data, templates, dashboards, product and image databases are exclusive to the Team edition.

Features
Standard
Edition
Team
Edition
Create & send Quotes with full Act! integration
Quote click-thru feedback that tells you when people view your quotes
Sold-to and Ship-to Support in Quote
Automated updating of Opportunities with edits and acceptances
Automated quote number sequencing with customizable prefixes and suffixes
Activity Dashboard
Update, Delete, and Send multiple quotes at once
Advanced Quote security with verification code
Advanced Sales tax management
Automated Quote Follow-ups after creation, sending, and closing
Generate a link to present your quote online
Instant notification of quote acceptance
Works with local and web databases
Easily send and recall your quote
Multi-currency support
Quote KPI's
Sales Quota Management & Progress-to-goal charting
Advanced Reports Page
BCC Notification of Accepted Quotes
Quote List
Single
Shared
Design Templates
Single
Shared
Account Management
Single
Central
Product Source
Act
L2Q Product DB
Image Source
Picklist
L2Q Image DB
Quote Templates
Single
Shared
Email Templates
Single
Multi
Cost
$156/
year/user
$240/
year/user
= Included
= Not included

Convert More Quotes in Closed-Won in Act! using Link2quotes

Link2quotes is the complete online quoting solution for Act! that you already know how to use. The Link2quotes online quoting console allows you to quickly & easily create a quote; add customers, mandatory and optional products; discounts, disclaimers, deposit details, you name it, and then click-to-send.

It's that easy. What's more, Link2quotes creates the opportunity for you in Act! and then schedules a follow-up activity to close that sale.

Unlike other 3rd party add-ons, Link2quotes is the only one to write directly to the database using the Act! WebAPI, meaning it can be used with self-hosted databases (with Act! Connect Link) or hosted databases through Act! Premium Cloud or a 3rd party hosting provider, and even the new Act! CRM SaaS. You can even use the Keystroke API (K-API) with the non-subscription Act! products like Act! Pro or off-plan versions of Premium.

And the best part is you can use Link2quotes from anywhere - a PC, Tablet, or even a Mac because everything is online, with no need to have Act! locally installed.

The quote templates are completely customizable and responsive, and can be sent to the prospect right from the console.

When your customer receives the quote, they can view it online, print it, or download as a PDF. Most importantly, though, these quotes can be accepted online. And an accepted quote automatically alerts you by email, and closes the Opportunity, as won.

Whether the quote gets accepted right away or not, every customer engagement with the quote is written back to the Opportunity History, so you have a detailed audit trail of each prospect's level of interest, allowing you to plan your follow-ups accordingly.

Features

Here are some fast facts on Link2quotes every Act! user should know:

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Secure Acceptance with Instant Notifications

Get an instant email alert whenever a quote is accepted, advising you of all the details so you can respond immediately. The customer also get's emailed a copy of the accepted quote.

For extra security, the customer's IP address is stamped on the accepted quote, and the prospect must enter an emailed security code prior to acceptance to verify their identity. Link2quotes also closes the Opportunity as Won, and schedules a post-purchase follow-up for you in Act!.

Manage all your quotes in one place

The Link2quotes Dashboard displays all your quotes in one place, allowing you to easily preview  each of them, as well, as download, send, copy the quote link, and edit them on the fly. 

Prepare quotes from anywhere on anything

Not near a computer? Don't worry, you can login to Linktivity with any smart device, select an Opp from your pipeline, and send out a quote in less than a minute.

Contextual Help in each part of Link2quotes

No matter which section of Link2quotes you're in, we offer detailed contextual help buttons that fully explain the program options of whichever section you're in.

Works with Local & Web databases

Link2quotes works with Cloud databases using the WebAPI, and local databases using Act! Connect Link. As long as you have an Act! subscription, you can manage your pipeline and quotes with less effort and more success using Link2quotes.

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Know when your prospects view quotes

Take the guesswork out of managing your quotes, by getting detailed accounts of when all your prospects view their quotes. With each quote view, Link2quotes writes back to your Opportunity History, allowing you to plan your follow-ups accordingly. Link2quotes even prevents customers from accepting expired quotes online!

And if you ever need to recall a quote, simply disable the status of the quote and the link ceases to be available. 

Create new Opportunities & Contacts

Don't be limited to converting existing Opps into quotes when you can create everything from scratch and have the data appear instantly in Act!. Link2quotes automatically generates a new Opp in Act! when you create a new quote online, and allows you to create a new contact to go with it, which also appears instantly in Act!

Additional quote options

Link2quotes is extremely flexible. Not only does our quoting console includes support for currency type, sales tax, shipping fees, deposit details, and more, it also allows for tons of customization. 

  • dress up your quote with beautifully formatted text
  • make some products mandatory and others optional so your prospects can enable or disable items on the quote
  • add spacers, section headers, running subtotals, and even upcharges
  • move items up or down your quote as needed
  • apply different sales taxes per line item if needed
  • extra quote security to verify the acceptance
  • customizable disclaimers, terms & conditions, and even closing text that get's presented after acceptance
  • even add your Link2calendar signature in the quote for easy appointment setting, or include a form linke from Link2forms to gauge their customer satisfaction.
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Specifications

Professional Quoting. Simplified.

Price

$156 per year/per user

Trial Period

14-days

Trial Link
Licensing Type

Subscription/user/year

Prerequisites

Act! subscription with WebAPI or perpetual Act! license using K-API

Act! Platform

Act! for Web and Act! for Desktop

Compatibility

Act! v18 or newer

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