QuoteWerks pulls other Act! for Web contact information into the quote Will be retrieved and available for selection. Additionally,Īny secondary contacts listed under the Secondary Contacts tab Never have to re-type your customer information. Information from the contact that you searched for. QuoteWerks will fill in theĬontact information in the quote by pulling the contact You can search the Act! database for a contact by name, company QuoteWerks searches the Act! for Web database for a contact toįrom our Sold To / Ship To tab of the QuoteWerks quote workbook, RequirementsThe QuoteWerks Act! for Web integrationĬorporate Edition of QuoteWerks. QuoteWerks integrates with Act! for Web versions v24, v23, v22, and v21. These are currently referred to as Act! Premium Desktop and Act! Premium Cloud on the act.com website. QuoteWerks integrates with both the On-Premises (Hosted on Your Server) and the Cloud-Based (Hosted By Act!) options of Act! Classic using the Act! API. Use QuoteWerks, sales quoting and proposal software solution, as a tool in your CPQ and Quote-to-Cash sales process with Act! for Web.įor simplicity, we refer to the QuoteWerks integration with the web version of Act! as "Act! for Web".
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |