Document templates, such as quotations, information pack letters, direct marketing letters that are supplied with ACT! can be edited using Microsoft Word to include Zetadocs embedded commands.
Users simply print their document to the Zetadocs printer or click the Zetadocs button. Zetadocs addresses and personalizes the email, adds other elements such as stationery or attachments and creates a single PDF which is delivered instantly to each recipient.
After sending, Zetadocs automatically stores a copy of the sent document in the history tab of the contact to whom it was sent.
For more detailed technical information on this integration, visit the Equisys Knowledge Base:
http://www.equisys.com/technotes/technotes.asp?ztnpage=/technotes/ztn3515.htm
http://www.equisys.com/technotes/technotes.asp?ztnpage=/technotes/ztn3516.htm
Supports ACT! 7.x (ACT! 2005) and ACT! 8.x (ACT! 2006) using Microsoft Word as the Word Processing tool.