With QuoteTrak software, you can create sales quotes up to 50% faster compared to regular accounting software! Through a uniquely designed sales quote process, you can simultaneously view the history of sales quotes for an item, enter new line items into the quote, and calculate expected gross profits for a faster sales quote turn-around.

If your quotes are frequently time sensitive, then QuoteTrak also lets you proactively respond to your customers’ needs by saving and printing your quotes as PDF documents or e-mailing customers directly from one convenient application screen. When a sales quote becomes an order, you simply export it from QuoteTrak directly to your accounting software to finish processing the new order. Through it all, you can easily search, view, and report on active sales quotes by item, customer, salesperson, or all three!

Designed to interface with the Sage PFW ERP product line, QuoteTrak can also be integrated to many other popular accounting software applications.

With QuoteTrak You Can:

• Incorporate customers and inventory items with or without existing records in Sage PFW or your accounting software
• Enter Supplier Name & Cost for line items not currently in inventory [NEW]
• View gross profit, dynamically calculated by line item and for the entire quote total during item entry [NEW]
• Maintain public notes (printed on the sales quote for customers to see) and/or internal notes, which appear on the quote screen for your eyes only
• Enter and access full range of information when quoting items currently existing in Sage PFW inventory (i.e. Item Description, Alt. Item Key, QOH, QOO, Qty Available, Average Cost, Last Cost, Base Price, etc.) or your accounting software database
• Specify delivery dates for each line item
• Access sales quotation history for any item during line item entry
• Print sales quotes, save quotes as PDF documents, or email quotes directly to clients directly from one convenient application screen
• Customize quote form layout to your specifications, including company logo, to match existing form layouts or to create a new form
• “Export” quotes into New, Un-Posted Sales Orders in Sage PFW; exception reporting generates alerts to create new Customer & Inventory Item records as required
• Purge quote history by date, with option to preserve Line Item Detail [NEW]
• Access flexible reporting, including: By Item Key, By Customer Key, and By Salesperson Key; all ranges include date range and flat file export options [NEW]