Highlights

  • Optional information of different billing addresses and addresses of delivery (choice out of ACT! contacts or companies)
  • additional information about opportunities (relation to all important data like payment conditions, dispatch kind, credit card data...)
  • Documentation of the opportunities
  • automated construction of ACT! documents
  • construction of a history with the opportunity attached or as link
  • Opportunity can be attached in following formats: .pdf, .rtf, or .doc
  • Use of ACT! - or individual templates (Microsoft Word) as printing template
  • enlarged RTF editor with spell checker
  • individually adaptable article list for the printed opportunities
  • Price-List-Functionality
    • choice of the price-list during the construction of the offer
    • choice of the accompanying price-list on the basis of defined ACT! Fields, e.g., with the help of the status --> Great customers get own lists
    • different prices with different numbers of pieces (volume discount)
    • period of validity, e.g. for certain actions
  • enlarged product information
    • arrangement in product groups
    • definition of product types
    • Deposit of product descriptions and other additional information
    • Attaching of a product picture
    • automatical assignment of offer numbers - with prefix, running number and suffix (e.g., product A-10-2009)
  • export function in .csv – format (e.g., for the passing on to your ERP system)
  • automatic exporting with achievement of a certain status


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