00:00 Tony Holowitz introduces creating quotes in Act Premium Cloud and Act Desktop using the Link2Quotes tool. Act previously lacked a clear quoting system, but this has changed with the Linktivity series of products.
00:37 Linktivity products connect to Act via an API. Tony offers additional resources for understanding APIs if needed.
01:10 Linktivity offers various Act add-ons, including calendar tools, surveys, and quoting software. The focus here is on using Link2Quotes to generate quotes.
01:49 Demonstration of logging into Linktivity, selecting Link2Quotes, and starting a new quote using a predefined template.
02:26 Process of linking the quote to a contact in Act by searching for and selecting the appropriate record.
02:59 The quote pulls information from Act, includes a cover page, and is saved within the system.
03:33 Previewing the quote before sending, ensuring it looks correct, and then using the "Save and Send" option to generate an email with the quote attached.
04:09 The email template allows customization with CC and BCC options before sending the quote.
04:45 Clients can view, accept, and even pay for the quote online. Multiple pricing options are available, and selection updates the quote dynamically.
05:17 Payments can be processed via PayPal or another linked payment system. Users can track interactions, view reports, and manage templates.
05:57 Closing remarks from Tony, offering further assistance with Act CRM and Link2Quotes.