Sales Quote Management
Create and Track Sales Quotations
If you create, edit, revise and track sales quotations, CRMTrak makes the process easy. Just create a quote, send your customer a PDF and track the quote through the process. You can edit quotes or create multiple quotes for any contact.
Integrated Product Catalog
You can upload your products and add them to your sales quotes with a single click. No need to re-key product descriptions or prices, just add products to your quotes, save and create a PDF for your customer.
Sales Quote Management
» Create customized sales quotes for customers
» Automatically adds your logo and information
» Create PDFs of quotations to send to customers
» Revise and republish quotes at any time
» Calculates sales tax and totals
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