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Seamless Opportunities Lite

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Fully integrated with Act!

·         Works with Act! Pro and Premium versions 18-25+

·         Works with 32 bit Office (2010 onwards) and 64 bit Office with Act! v19 onwards and with Windows 7-11.

 ·         Annual user licences – (The number of Seamless Opportunities licences you will need depends on how many people need to have access to the software. So, for example, you may have 6 people in your team using Act! but only need to purchase 3 licences for those users who will do quotes).

 ·         Uses the standard Act! Products and add/remove buttons.

 ·         Automatic quote number generation – (You can choose between central, individual, processes and team quote numbering and can configure the format).

 ·         Calculated fields – (Perform calculations using fields across contact, company, opportunity and Seamless fields to merge to your document. This includes the ability to create conditional calculations).

 ·         Quotation template gallery - (As many templates as you like. - Merge with Microsoft® Word, Excel and Adobe® PDF).

 ·         Incorporating our "Seamless Merging" add-on, Merge from the Contact and Company detail or Contact list view, using the "Print" button and pull data from both to your documents. Works with multiple Contacts and merges directly to Outlook email.

 ·         Quotation template design link to Microsoft® Word and Excel

 ·         Bar code creation and print – (Create bar codes for fields in Act! or Seamless Opportunities to output to labels or other documents).

 ·         Use Product URLs to create hyperlinks to the Product fields if they have URLs, when merging to your document.

 ·         Works with remote Act! databases – (Seamless Opportunities works with remote databases. You synchronise to your main Act! database using the Seamless Opportunities synching tool).

 ·         Free technical support - (Every order for Seamless Opportunities (no matter how many licences that includes) comes with 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).

 ·         Set up and template design support is purchased through the Jumpstart or Design Kit in Seamless Opportunities Extras.

 ·         Compatible with Act!'s Sage 50 Accounting link. - (Available at an additional cost through a joint licence. For Sage 50Cloud UK and Eire versions only).

Watch the video - click on the arrows.

3 quick steps to better quotes

 

USD117.00USD $117.00 each

Specifications

30-Day
Subscription
Act! v24 (32/64-bit), Act! v23 (32-bit), Act! v24 (64-bit), Act! v25 (64-bit)
Act! for Windows

Available Support

Self-service installation

Paid for technical support available at additional cost direct from developer