Link2quotes provides a comprehensive online quoting system for Act! users. Crafting a polished quote is swift and easy with Link2quotes. Effortlessly integrate new customers, offer a wide range of product and service options, enhance quotes with images and videos, and dispatch them from any device or computer with just one click.

The platform is remarkably user-friendly, with most new users sending quotes within their first hour. Link2quotes also creates new opportunities within Act!, automates follow-up tasks to close sales, alerts you when a prospect views the quote, sends timely reminders, and closes the Opportunity once the deal is finalized. Additionally, Link2quotes handles immediate payment processing upon quote acceptance and transfers transaction details directly to QuickBooks Online.

Setting itself apart from other add-ons, Link2quotes uniquely writes directly to the database via the Act! WebAPI, ensuring seamless and immediate integration.

With Link2quotes, you can:

• • Create Custom Quotes and Templates: Tailor quotes and templates to reflect your brand, style, and specific product or service formats.
  • Schedule Quote Follow-Ups: Keep your sales pipeline organized by scheduling timely follow-ups.
  • Send Automated Quote Reminders: Ensure your quotes remain top of mind with automated reminders.
  • Gain Real-Time Visibility: See when prospects view your quotes and plan your follow-ups accordingly.
  • Process Secure Payments: Simplify the sales process and boost conversions with secure payment processing upon quote acceptance.
  • Track Quotes Against Goals: Monitor your progress towards sales targets by tracking accepted quotes.
  • Handle Multiple Currencies: Process quotes in various currencies and automatically calculate foreign exchange when needed.

With Link2quotes, you can create custom quotes and templates that reflect your brand and style, as well as fit specific product or service formats. Schedule follow-ups to keep your sales pipeline on track and send automated reminders to ensure your quotes stay top of mind. Gain real-time visibility into when prospects view your quotes and plan your follow-ups accordingly. Secure payments can be processed upon quote acceptance, simplifying the sales process and increasing conversion rates. Track accepted quotes against your goals to monitor progress toward achieving sales targets, and handle quotes in multiple currencies with automatic foreign exchange calculations.

The best part is that Link2quotes is accessible from any device—PC, tablet, or Mac—without the need for Act! to be installed locally.

The quote templates are fully customizable and responsive, and can be sent directly to the prospect from the console. For Act! Windows client users, a free plugin adds a Link2quotes button to the Opportunity details section, allowing you to create or edit quotes seamlessly. Once your customer receives the quote, they can view it online, print it, or download it as a PDF, and importantly, they can accept it online.

Accepted quotes automatically trigger email notifications and close the Opportunity as won. Regardless of whether the quote is accepted immediately, every customer engagement is recorded in the Opportunity History, providing a detailed audit trail of each prospect’s interest level and helping you plan follow-ups effectively.