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Act! Interactive Quotes

Act! Interactive Quotes streamlines the creation of professional quotes, the tracking of customer interactions, and the automation of follow-up communications—all within Act! CRM. You can monitor when potential clients view your quotes, send reminders, and process payments once they are accepted, all aimed at improving your sales workflow.

Generate & Manage quotes

Generate and manage quotes with ease and efficiency.

Act! Interactive Quotes lets you create, customize, and send interactive quotes in seconds, keeping your sales pipeline moving.

  • 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 with Confidence!

Eliminate uncertainty in sales. Act! Interactive Quotes automates follow-ups, reminders, and payment processing, allowing you to concentrate on closing deals.

  • Schedule automated reminders to keep quotes at the top of prospects’ minds.
  • Process secure payments upon acceptance to finalize sales faster.
  • Monitor sales performance with reports tracking open, closed, and expired quotes.
Automate Quotes

Includes Standard Interactive Quotes
Create, send, and accept online quotations easily—perfect for individual users managing their sales process.

Includes Advanced Interactive Quotes
Everything in Standard, plus multi-user support for teams and organizations, advanced reporting for deeper insights, and the ability to select email templates on the fly for faster, more consistent communication.

Schedule an Act! Demo

Feel free to reach out if you have any questions.
☎️304-233-2612
📧Allen@BestBusinessStrategies.com

Allen Byard Picture
Allen Byard, Act! Certified Consultant