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Better Decision Making, Sales Productivity Improvements, Sales Improvement Areas, Infor CRM,

10 Min Read

Accelerate quote creation with QuoteWerks for ACT or Infor CRM

Need to eliminate duplicate effort in quote updating your CRM, Excel or Word?

Now you can integrate quote/order information automatically to the CRM system.

Our clients that use the ACT Hosted Premium  are looking for a better solution to easily create quotes and integrate the Quote>Order>Invoice process with their ACT CRM. The ACT solution offers a generic quote development tool that is Microsoft Excel based, but is not customizable to most businesses needs.  ACT users are looking for help in obtaining solutions that would help them develop a quoting tool to their specific business needs.


How long does it take for your sales team to create a quote in MS Word? 15mins. to a half hour? How many times have they sent the quote out to the customer and with incorrect totals or pricing due to manual updating?

Increase efficiency from quote to order:

QuoteWerks will fill in the contact information in the quote by pulling the contact information from the contact that is currently selected in ACT. You will never have to re-type your customer information.  QuoteWerks also allows you to define which fields in ACT should be used for the 'Ship To' contact information. 

You can setup a separate product database for each vendor that you purchase from and organize the products and services within each database using multiple-level folders.  If you already have lists of products and services, you can import them into the QuoteWerks product databases using the QuoteWerks Product Import Wizard. Product descriptions, product image and hyper-link spec sheet can be added for a professional quote that eliminates customer confusions. This provides users with a standard throughout all the integrated systems.

Actually know when your customer has received the quote:

QuoteValet is the online quote delivery and acceptance vehicle for QuoteWerks. QuoteValet is a more robust way to deliver quotes to your customers and prospects. Rather than attaching a PDF file to the quote and emailing it to your customer, QuoteValet will create a personalized web page to present the quote on quotevalet.com. The advantage of using QuoteValet is that you will actually know when your customer has received the quote. You will know when they have viewed the quote and how often they review the quote.Your customer will be able to change quote options dynamically and ask you questions through the customized quote page (keeping all communication together). Most importantly, they will be able to electronically accept and sign the quote!  Learn more about Modern Quote Delivery and Management - QuoteValet

Streamline work flow to automatically Create/Update ACT Opportunities:


When saving a quote, QuoteWerks automatically creates a Sales/Opportunity under the Sales/Opportunities tab in ACT. When you are in ACT and select the Sales/Opportunities tab, you will see the sales opportunities and their sale amounts for each quote you have created for this ACT contact. Learn more about QuoteWerks with ACT CRM.

We can help you through this journey:

We specialize in translating the way you do business so you can take advantage of the capabilities provided by ACT or Infor CRM solutions with an integrated quoting solution. 

  • Purchasing Assistance as an Authorized QuoteWerks reseller partner
  • Implementation support to your supported CRM & Accounting System
  • Review of current forms in Word or Excel and Creation of templates for use in QuoteWerks
  • Collaborate with your pilot team members or project manager,  to share best practices and design a work flow process for your unique business before rolling out to the end users - increasing user adoption and provide a uniform daily work flow.
  • Mapping of data from/to each application providing better forecasting and financial control
  • The ability to allow your reps to have more time to focus on other things than paperwork or things that take time away from their true objective
  • Educational training and use to maximize productivity by your sales team.

If the other CRM and quoting solutions you may be considering are not flexible, not easily adaptable to your business model we need to have a conversation on what can be accomplished. 

Recommended articles:

Modern Quote Delivery and Management - QuoteValet

10 Questions Performance Checklist for Better CPQ in CRM

Implemented solutions we have tailored for our client successes...

CPQ: Configure, Price, Quote


Topics:   Better Decision Making Sales Productivity Improvements Sales Improvement Areas Infor CRM

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