Act! Interactive Quotes

Create, Track & Close Deals Faster

Act! Interactive Quotes makes it easy to generate professional quotes, track customer interactions, and automate follow-ups—all inside Act! CRM. Know exactly when prospects view your quotes, send reminders, and even process payments upon acceptance to streamline your sales cycle.

Generate & Manage Quotes with Ease

Act! Interactive Quotes lets you create, customize, and send interactive quotes in seconds, keeping your sales pipeline moving.

  • Create custom quotes & templates that match your brand and pricing structure
  • Send quotes instantly from any device— via Act!
  • Track quote views in real time to follow up at the right moment

Automate Follow-Ups & Close More Deals

Take the guesswork out of sales. Act! Interactive Quotes automates follow-ups, reminders, and payment processing, so you can focus on closing deals.

  • Schedule automated reminders to keep quotes top of mind for prospects
  • Process secure payments upon acceptance to finalize sales faster
  • Monitor sales performance with reports tracking open, closed, and expired quotes

Interactive Quotes is included with an Act! Advantage subscription.

Act! Advantage Standard

Includes Standard
Interactive Quotes

Create, send, and accept online quotations with ease—perfect for individual users managing their own sales process.

Act! Advantage Professional & Ultimate

Includes Advanced
Interactive Quotes

Everything in Standard, plus multi-user support for teams and organizations, advanced reporting for deeper insights, and the ability to select email templates on the fly for faster, more consistent communication.

To learn more about how Interactive Quotes can benefit your business, give us a call at 866-873-2006.