How to setup Quoting4ActWeb

Note: Before proceeding, please complete the Schema Import section of the Quoting4Act (Windows) article available here: http://kb.act4work.com/index.php?solution_id=1025

 

 Setting Quote Preferences

  1. Navigate to any existing or new Opportunity, and click on the Quoting4Act menu and click Opportunity Quote




  2. Once the Quoting4ActWeb window appears, click the Document Settings option.



  3. In this Window, you can set a number of preferences such as font size and color, your company logo, disclaimer text
  4. Click the Tax Settings tab to define all applicable taxes that must be included. These taxes will be automatically calculated and included when a quote PDF is generated. Click the Edit button to edit exiting tax ype and values and press Update when finished editing. Click the Add New Tax Type button to add one or more additional tax types as required.




  5. Click Save to save your settings. Note: In the web version of Quoting4Act, changing any of these document settings requires you to close and re-open the Quoting4Act screen in order to view any new changes.

Generating Quotes

  1. Navigate to any existing or new Opportunity, and click on the Quoting4Act menu and click Opportunity Quote



  2. The products list from the Opportunity will be loaded in Quoting4Act and most customer information and pricing information should be automatically generated.
  3. If taxes or foreign exchange rates must be applied or excluded from products, enable or disable the appropriate checkboxes in the Products list.



  4. To change the Quote expiry date, set the Expire Date date in the Quote Information section. 



  5. To preview the Quote, click the Print To PDF button.
  6. To send the Quote to the client, click the Email PDF button.