Publisher description
QuoteTrax is an innovative software application 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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