Seamless Opportunities for Act!

Save time and make your sales quotes look great by adding Seamless Opportunities quoting power to Act!

  • Create quotes, tenders or proposals in minutes
  • Personalise quote templates including automatic VAT calculations
  • Mail merge quotes from Act! opportunity records
  • Includes automatic quote number generator
  • Handles quote revisions
  • Track multiple product properties including images
  • Supports multi-currency quotes

Seamless Opportunities is embedded within Act! so everything you do is done within the Act! program.

Your quotes sit within the Act! sales pipeline. Automatically update contact records with quotation information. There is flexibility to create and map custom fields between Act! and Seamless Opportunities and run it with remote databases.

The Clock is Ticking

Quickly respond to enquiries and order requests from Act!

Ensure that essential information is standardised and consistently applied throughout your business by preparing quotes and proposals in Act! with Seamless Opportunities.

The quicker you can get that quote into your customers hands the better chance you have of winning their business. Stop wasting time every time you prepare a quote or proposal.

Customisable Quote Templates

Design your own quotations, tenders and proposals by choosing from a gallery of templates. Customise as much, or as little as you want and mail merge quotes directly from the opportunity record.

Maintain consistent presentation of your quotes and proposals with designs and features that work for you. If several Act! contacts are associated with a sales opportunity, Seamless Opportunities lets you to choose who the quote should be addressed to.

Pitch-ure Perfect

Add product images and service logos to your product list and include them as a visual reference in your quotations, tenders and proposals.

Better Product Management

  • Set up and use as many product properties as you need.
  • Create special products and services on the fly.
  • Easy import of both Act! products and external product files into Seamless Opportunities.
  • Import as many products as you want once you have created the fields.

New Lose Track of an Enquiry

Track every quoting revision and make more of Act! reports and management tools by providing it with sales and quoting data which is meaningful to you.

Look After Every Penny & Cent

Quote in any currency and convert sales data back to your company currency. Seamless Opportunities’ multi-currency feature makes it easy to quote customers in the currency of your choice.

Anytime, Anywhere

Whether you’re in the office or working remotely it’s never been easier to create and send quotations and proposals.

 

Compare Editions

 

LITE

from £49.99+VAT

FOUNDATION
from £99.99+VAT
Integrated with Act!
Works with Act! v16 & later
Automatic quote number generation
Calculated fields
Mail merge to Word & PDF
Product images -
Import products -
Multi-currency -

Every Seamless Opportunities subscription includes free technical support. Support is provided over the telephone and by e-mail but is restricted to technical functional issues, not set up or template creation. You can get help with these things by purchasing a Jump Start or Design Kit in Seamless Opportunities Extras.

Volume licence discounts are available.

* Seamless Opportunities is not supported with Act! Premium for Web.

Optional Implementation Extras

JUMP START KIT 1

A half day's online consultancy to get you up and running with Seamless Opportunities. Jump Start Kit 1 provides 3.5 hours phone and e-mail support to get you started, covering:

  • Installation of the software.
  • Mapping of fields from Seamless Opportunities to Act!
  • Creating or modifying Act! fields.
  • Mapping and importing your product data into Seamless Opportunities|

JUMP START KIT 2

1 day on site help to configure Seamless Opportunities. Jump Start Kit 2 provides 7 hours of on site support, covering:

  • Installation of the software.
  • Mapping of fields from Seamless Opportunities to Act!
  • Creating or modifying Act! fields.
  • Mapping and importing your product data into Seamless Opportunities.

Subject to an assessment of the complexity of your requirements. Travel expenses to and from site are not included.

DESIGN KIT

We'll design and load a quote, tender, proposal template to your design brief.

Seamless Opportunities includes a gallery of basic templates and it's easy to design your own but if you'd rather have them created for you order this design kit.

2.5 hours bespoke design and loading of a quote, tender or proposal template to your design brief. Subject to receipt of a completed design brief (form supplied) and all necessary cop

Contact Us

Phone 0800 381 1000 or email sales@preact.co.uk

Address

Preact Limited

Vandervell House

Vanwall Road

Maidenhead

Berkshire

SL6 4UB

© Preact Limited 2017

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