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

Successful solutions for professional customer relationship management
We develop after your suggestions

More effective use of your opportunities

- easily optimise your strategical planning