Document Templates

The SSP editor can be used to create document templates such as quote forms, client data reports, and sales documents that automatically merge contact data.


During a dialing campaign the agent can click the "Documents" button to open the default document as specified in the setup.  Other documents can be opened easily and be printed, faxed, emailed, or attached to the clients history.  The agent can input information or use the calculator to insert calculated values into the document.  All documents merge with appropriate data from Act upon opening!


If the agent sends a fax, send an email, or attaches the document to the clients record, a new history item will be created as an attachment.  To view previously attached items double click on the icon.