Proposal Creation
- Quickly generate proposals
- Print, email, or fax documents from Sales-Trak
- Transform accepted proposals into projects
Project Management
- See an overview of each project as it evolves, including change orders
- Review job costing-related data
- Get warnings about overdue shipments
- Create invoices with just one click
Commissions Calculation
- Managers Quickly & efficiently generate commission reports
- Salespeople Estimate commissions
Accounting Data Synchronization
- Transfer invoices, item lists, expenses, customer information, credit memos and more to and from QuickBooks
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Report Generation
Types (List is not all inclusive)
- Sales and quotation activities
- Future cash flows
Features:
- Sorting by header
- Drill-down capabilities
- Graphical representations
Electronic Document Management
- Scan in non-electronic client correspondence
- Attach scanned documents to proposals, projects, vendors or customers
- Send documents via fax or email directly from Sales-Trak
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