{"id":117538,"date":"2025-05-06T10:40:51","date_gmt":"2025-05-06T17:40:51","guid":{"rendered":"https:\/\/www.act.com\/?page_id=117538"},"modified":"2025-08-20T02:37:57","modified_gmt":"2025-08-20T09:37:57","slug":"interactive-quotes","status":"publish","type":"page","link":"https:\/\/www.act.com\/en-gb\/products\/interactive-quotes\/","title":{"rendered":"Interactive Quotes"},"content":{"rendered":"<div class=\"wpb-content-wrapper\"><p>[vc_row css=&#8221;.vc_custom_1744132086999{margin-bottom: 40px !important;}&#8221;][vc_column]<div class=\"actcrm-page-banner-container standard \" style=\"background-image: url(https:\/\/www.act.com\/wp-content\/themes\/act-crm\/assets\/images\/actcrm-hero-banner.jpg);\">\n\t<div class=\"container\">\n\t\t\n\t\t\n\t\t<div class=\"page-banner-row\">\n\n\t\t\t\t\t\t<div class=\"page-banner-text\">\n\t\t\t\t<h1>Act! Interactive Quotes<\/h1>\n<p style=\"color: #fff; font-size: 3.0rem;\"><strong><em>Create, Track & Close Deals Faster<\/em><\/strong><\/p>\n<p>Act! Interactive Quotes makes it easy to generate professional quotes, track customer interactions, and automate follow-ups\u2014all inside Act! CRM. Know exactly when prospects view your quotes, send reminders, and even process payments upon acceptance to streamline your sales cycle.<\/p>\t\t\t<\/div>\n\t\t\t\n\t\t\t\t\t<\/div>\n\t<\/div>\n<\/div>[\/vc_column][\/vc_row][vc_row el_id=&#8221;top-row&#8221;][vc_column][vc_row_inner css=&#8221;.vc_custom_1744230526089{padding-bottom: 40px !important;}&#8221;][vc_column_inner width=&#8221;1\/2&#8243;][vc_column_text css=&#8221;&#8221; el_class=&#8221;checklist&#8221;]<\/p>\n<h3><strong>Generate &amp; Manage Quotes with Ease<\/strong><\/h3>\n<p>Act! Interactive Quotes lets you create, customise, and send interactive quotes in seconds, keeping your sales pipeline moving.<\/p>\n<ul>\n<li>Create custom quotes &amp; templates that match your brand and pricing structure<\/li>\n<li>Send quotes instantly from any device\u2014 via Act!<\/li>\n<li>Track quote views in real time to follow up at the right moment<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column_inner][vc_column_inner width=&#8221;1\/2&#8243;][vc_single_image image=&#8221;116281&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; css=&#8221;&#8221;][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row css=&#8221;.vc_custom_1744228431152{padding-top: 40px !important;padding-bottom: 40px !important;background-color: #EDEFFF !important;}&#8221; el_id=&#8221;bottom-row-1&#8243;][vc_column][vc_row_inner][vc_column_inner width=&#8221;1\/2&#8243;][vc_single_image image=&#8221;116288&#8243; img_size=&#8221;large&#8221; alignment=&#8221;center&#8221; css=&#8221;&#8221;][\/vc_column_inner][vc_column_inner width=&#8221;1\/2&#8243;][vc_column_text css=&#8221;&#8221; el_class=&#8221;checklist&#8221;]<\/p>\n<h3><strong>Automate Follow-Ups &amp; Close More Deals<\/strong><\/h3>\n<p>Take the guesswork out of sales. Act! Interactive Quotes automates follow-ups, reminders, and payment processing, so you can focus on closing deals.<\/p>\n<ul>\n<li>Schedule automated reminders to keep quotes top of mind for prospects<\/li>\n<li>Process secure payments upon acceptance to finalise sales faster<\/li>\n<li>Monitor sales performance with reports tracking open, closed, and expired quotes<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row el_id=&#8221;bottom-row-2&#8243;][vc_column][vc_row_inner css=&#8221;.vc_custom_1744228438654{padding-top: 40px !important;padding-bottom: 40px !important;}&#8221;][vc_column_inner][vc_column_text css=&#8221;&#8221; el_class=&#8221;width-1000 container aligncenter&#8221;]<\/p>\n<h2 style=\"text-align: center;\"><strong>Interactive Quotes is included with an Act! Advantage subscription.<\/strong><\/h2>\n<p>[\/vc_column_text]<div class=\"actcrm-bluelid-boxes-container wpb_content_element  vc_custom_1745503242710\">\n    <div class=\"container\">\n            <div class=\"inner column-2\">\n\n                    <div class=\"bluelid-box justification-center alignment-top \">\n                <div class=\"bluelid-header\">\n                    <span>Act! Advantage Standard<\/span>\n                <\/div>\n                <div class=\"bluelid-content\">\n                    <div class=\"bluelid-summary\">\n                        <p>Includes <strong>Standard <br \/> Interactive Quotes<\/strong><\/p>\n<p>Create, send, and accept online quotations with ease\u2014perfect for individual users managing their own sales process.<\/p>\n                    <\/div>\n                    <div class=\"bluelid-bluetext\">\n                                            <\/div>\n                <\/div>\n                            <\/div>\n                    <div class=\"bluelid-box justification-center alignment-top \">\n                <div class=\"bluelid-header\">\n                    <span>Act! Advantage Professional & Ultimate<\/span>\n                <\/div>\n                <div class=\"bluelid-content\">\n                    <div class=\"bluelid-summary\">\n                        <p>Includes <strong>Advanced<br \/> Interactive Quotes<\/strong><\/p>\n<p>Everything in Standard, plus multi-user support for teams and organisations, advanced reporting for deeper insights, and the ability to select email templates on the fly for faster, more consistent communication.<\/p>\n                    <\/div>\n                    <div class=\"bluelid-bluetext\">\n                                            <\/div>\n                <\/div>\n                            <\/div>\n                <\/div>\n        <\/div>\n<\/div>[vc_column_text css=&#8221;.vc_custom_1745503477070{padding-top: 30px !important;padding-bottom: 30px !important;}&#8221;]<\/p>\n<p style=\"text-align: center;\"><strong>To learn more about how Interactive Quotes can benefit your business, give us a call at <a href=\"tel:08452680220\">0845 268 0220<\/a>.<\/strong><\/p>\n<p>[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row css=&#8221;.vc_custom_1748610504606{padding-top: 40px !important;padding-bottom: 45px !important;background-color: #EDEFFF !important;}&#8221;][vc_column][vc_row_inner][vc_column_inner][vc_column_text css=&#8221;&#8221;]<\/p>\n<h2 style=\"text-align: center;\"><strong>Additional Resources<\/strong><\/h2>\n<p>[\/vc_column_text]<div class=\"actcrm-howto-layout-container actcrm-additional-resources wpb_content_element \">\n    <div class=\"container\">\n        <div class=\"inner\">\n            <div class=\"howto-layout-row\">\n                                    <div class=\"howto-layout-column howto-layout-fullimage\">\n                        <div class=\"howto-topic-header\">\n                                                                                            <div class=\"howto-topic-image\">\n                                                                        <img decoding=\"async\" src=\"https:\/\/www.act.com\/wp-content\/uploads\/rocket-startup.svg\" alt=\"Act! CRM Topic Icon\"\n                                    >\n                                <\/div>\n                                                                                                                        <div class=\"howto-topic-title\">\n                                    Video Training                                <\/div>\n                                                    <\/div>\n\n                        <div class=\"howto-topic-content actcrm-wrapper-resource\">\n                                                                                        <div class=\"howto-full-image\">\n                                                                            <a href=\"https:\/\/www.act.com\/training-videos\/act-premium-cloud\/introduction-to-interactive-quotes\/\" \n                                         \n                                        >\n\n                                                                                \n                                            <img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.act.com\/wp-content\/uploads\/2025\/06\/Interactive-quotes-02-scaled.png\" alt=\"Act! CRM Topic Image\"\n                                                                                        width=\"2560\" \n                                            height=\"1629\"\n                                    >\n                                    <\/a>\n                                <\/div>\n                                                                                                                <div class=\"howto-topic-content\">\n                               <p><strong>Introduction to Interactive Quotes<\/strong><br \/>See how to create and send interactive sales quotes with Act! Interactive Quotes.<\/p>\n                               <div class=\"howto-footer-buttons\">\n                                        \n                                            <a \n                                                href=\"https:\/\/www.act.com\/training-videos\/act-premium-cloud\/introduction-to-interactive-quotes\/\" \n                                                target=\"\"\n                                                rel=\"\"\n                                                class=\"orange\">\n                                                Watch here                                            <\/a>\n                                          \n                                                                    <\/div>\n                            <\/div>\n                                                                          \n                        <\/div>\n                    <\/div>\n                                    <div class=\"howto-layout-column \">\n                        <div class=\"howto-topic-header\">\n                                                                                            <div class=\"howto-topic-image\">\n                                                                        <img decoding=\"async\" src=\"https:\/\/www.act.com\/wp-content\/uploads\/survey-questions.svg\" alt=\"Icon thumbnail for survey questions Act! CRM logo\"\n                                    >\n                                <\/div>\n                                                                                                                        <div class=\"howto-topic-title\">\n                                    Knowledgebase                                <\/div>\n                                                    <\/div>\n\n                        <div class=\"howto-topic-content actcrm-wrapper-resource\">\n                                                                                                                                            <div class=\"howto-topic-content\">\n                               <ul>\n<li><a href=\"https:\/\/support.act.com\/s\/article\/What-Settings-can-I-Configure-for-Interactive-Quotes-in-Act-Advantage-SaaS\" target=\"_blank\">What Settings can I Configure for Interactive Quotes in Act! Advantage?<\/a><\/li>\n<li><a href=\"https:\/\/support.act.com\/s\/article\/How-to-set-up-Products-for-Interactive-Quotes-in-Act-Advantage-SaaS?language=en_US\" target=\"_blank\"> How to set up Products for Interactive Quotes in Act! Advantage<\/a><\/li>\n<li><a href=\"https:\/\/support.act.com\/s\/article\/How-to-Create-a-Quote-whilst-using-Interactive-Quotes-in-Act-Advantage-SaaS?language=en_US\" target=\"_blank\">How to Create a Quote whilst using Interactive Quotes in Act! Advantage<\/a><\/li>\n<\/ul>\n                               <div class=\"howto-footer-buttons\">\n                                        \n                                            <a \n                                                href=\"https:\/\/support.act.com\/s\/article\/How-to-Get-Started-with-Act-Advantage-Additional-Features-SaaS?language=en_US\" \n                                                target=\"_blank\"\n                                                rel=\"\"\n                                                class=\"orange\">\n                                                See more                                            <\/a>\n                                          \n                                                                    <\/div>\n                            <\/div>\n                                                                          \n                        <\/div>\n                    <\/div>\n                            <\/div>\n        <\/div>\n    <\/div>\n<\/div>\n[\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>[vc_row css=&#8221;.vc_custom_1744132086999{margin-bottom: 40px !important;}&#8221;][vc_column][\/vc_column][\/vc_row][vc_row el_id=&#8221;top-row&#8221;][vc_column][vc_row_inner css=&#8221;.vc_custom_1744230526089{padding-bottom: 40px !important;}&#8221;][vc_column_inner width=&#8221;1\/2&#8243;][vc_column_text css=&#8221;&#8221; el_class=&#8221;checklist&#8221;] Generate &amp; Manage Quotes with Ease Act! Interactive Quotes lets you create, customise, and send interactive quotes in seconds, keeping your sales pipeline moving. Create custom quotes &amp; templates that match your brand and pricing structure Send quotes instantly from any device\u2014 via Act! [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":0,"parent":34669,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"footnotes":""},"categories":[],"tags":[],"class_list":["post-117538","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.0 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Interactive Quotes - Act!<\/title>\n<meta name=\"description\" content=\"Transform sales process with Act! Interactive Quotes. 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