ACT! 2005 Tutorial

Creating a Quote in ACT!

You can use opportunities to generate quotes in Microsoft® Word, which you can then send to prospects.

Note: You must have Microsoft® Excel and Word installed to use the Quote feature.

To create an opportunity quote:

1. Open the opportunity by double-clicking it on the Opportunity tab of the associated contact record.
2. In the Opportunity dialog, make sure the Products/Services tab is selected.
3. Click the Quote button.
4. If prompted for a quote number, enter a number and click OK.
5. ACT! creates the quote and opens it in Microsoft® Word:

From here, you can save or print the quote using the buttons on the Microsoft® Word toolbar.

You can also create a quote from the Opportunity List:

1. In the Opportunity List, select the opportunity.
2. Click the Create Quote button on the toolbar.
3. Enter a quote number if prompted and click OK.
4. The quote is opened in Microsoft® Word.