Quotes4Act! | CRM Software | Act Today Quotes4Act! | CRM Software | Act Today


A simple and fast way to create, attach and send professional quotations and proposals.

In just a few clicks, you can easily send a quote to one or more contacts in your Act! Database. By merging your Act! data into a Microsoft Word template, you can email the quote with the subject and body based on your template and Act! data. Additionally, you can attach the quote (PDF or Word document) to the email which will then be attached to the contact’s History or Documents tab in Act!.


  • Create documents in PDF or Microsoft Word format from Microsoft Word templates, they don’t have to be just quotes or proposals!
  • Create as many templates as you like for your team to share.
  • Merge information from Act! contacts, companies, groups & opportunities into your documents and email body.
  • Create documents for the current contact or a lookup of contacts.
  • Documents are automatically saved with the naming convention you design using the template name, Act! data and the date/time.
  • Documents are automatically attached to the History or Documents tab in Act!.
  • Documents can also be attached to a new email message, with subject and body based on a template and merged Act! data.
  • The email can be sent to one or multiple addresses found on the Act! contact, company, group and/or opportunity.
  • Achieve all of the above in just a few clicks!
  • Act! version 16+
  • Microsoft Office 2007+

Quotes4Act! User Guide


Download 30 Day Free Trial

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Please note: Quotes4Act! is a 1-year licence that entitles the user to 12 months of software updates from the date of registration.


4 in stock (can be backordered)

SPEAK TO AN ACT! SPECIALIST in Australia 1300 362 046

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