Introduction: Hello, ladies and gentlemen! Today, we have Tony Holowitz here to guide us through the process of creating sales quotes in ACT, a valuable feature that can help businesses streamline their sales processes. Tony will demonstrate two methods to create quotes—one directly and the other through an existing sales opportunity. Let’s dive in and explore the possibilities of ACT’s sales quote feature.

Method 1: Creating a Quote Directly To begin, Tony explains that there are various ways to create a quote in ACT. If you don’t have a sales opportunity set up and want to generate a quote directly, follow these steps:

Step 1: Access the “Write” Menu Click on “Write” in the ACT toolbar to access the options for creating various documents.

Step 2: Select “Other Document from Template” From the dropdown menu, choose “Other Document from Template.” Here, you’ll find a range of document templates to choose from.

Step 3: Locate the Quote Template To access the quote template quickly, press the letter “Q” on your keyboard twice. This will open the quote template.

Step 4: Customize the Quote Template Tony demonstrates how to customize the quote template to suit your needs. Unfortunately, he encounters an issue with editing a blank quote, but he later explains the solution in the next method.

Method 2: Creating a Quote from a Sales Opportunity If you already have a sales opportunity set up and want to generate a quote based on it, follow these steps:

Step 1: Access the Sales Opportunity Open the relevant sales opportunity in ACT.

Step 2: Click “Create Quote” On the toolbar, locate the “Create Quote” option and click on it.

Step 3: Customize the Quote The new quote will open, and you can now easily customize it with the necessary details. Tony demonstrates how to add quantities and product descriptions manually.

Conclusion: Tony Holowitz provides a valuable tutorial on using ACT’s sales quote feature to create quotes efficiently. He showcases two methods: one for generating quotes directly and another for creating quotes based on existing sales opportunities. While the direct method may have encountered a minor issue, the sales opportunity method proves to be more versatile and functional.

Though the ACT sales quote feature might not be ideal for every business, it’s essential to explore and understand the various tools available within ACT. As with any software, finding the right fit for your business requirements is key.

We hope you found this tutorial helpful in exploring the sales quote feature in ACT. Should you have any questions or need further guidance, feel free to reach out to Tony Holowitz. Thank you for joining us, and have a fantastic day!