QuoteTrax 1.0.0.0
that enables the creation, automation, and tracking of your mission critical
selling documents. Tightly integrated with Microsoft Word, and Excel
this personalized content delivery solution automates the creation
of proposals, letters, responses and much more. You may create as many
proposals with QuoteTrax to address the full range of documents you need to support your sales process.
The customized point-and-click user interface guide end-users through
the process of identifying prospect needs and assembling a personalized
document based on the specific opportunity at hand. From the end-user’s
selections, the application generates a Microsoft Word document, fully
formatted to your corporate standards and ready to present to the prospect.
QuoteTrax includes a proven tracking system that monitors document activity so you can analyze sales opportunities over time. This tracking system enables you to efficiently allocate resources and schedule document activity by reporting on a number of standard and user-defined parameters such as due date, status, value, industry, sales rep, and notes.
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