Zetadocs
Next steps
Zetadocs - PDF integration with ACT! continued
How the Zetadocs ACT! integration works
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.
- Combine ACT! quotes with other documents to send as a single, personalized PDF.
See a Demo Now! - Using Zetadocs, users can send ACT! documents as personal PDFs to multiple recipients.
See a Demo Now!
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
Technical specifications
Supports ACT! 7.x (ACT! 2005) and ACT! 8.x (ACT! 2006) using Microsoft Word as the Word Processing tool.