Tracking And Reporting

job calendar - AccuQuote Direct

Up To The Second, Real-Time Company-Wide Tracking

Never be out of the loop again. AccuQuote tracks every detail on every job up to the second, in real time giving you access to the kind of information and reporting you need to run your business. Get the details on every job, at every stage. Sort by manufacturer, pricing, basis of design, job date, estimator, assignment and all follow up notes in one central location with a single click.

Speed Becomes Your Competitive Advantage.

AccuQuote streamlines the entire quoting process so you can win the race against time when it comes to edging out the competition and closing your next deal. Prospective clients want to receive your proposals as quickly as possible, and often look favorably upon the first company that submits a quality quotation to them for review.  With AccuQuote, not only will you beat your competition to a potential client’s inbox, you can rest assured that your quote will be 100% accurate. Our cutting-edge platform ensures the elimination of costly errors by calculating sales price, cost, margin, and freight automatically.

AccuQuote Quote - AccuQuote Direct
Analytics Dashboard - AccuQuote Direct

Track Wins & Opportunities By Bidder

The goal of all organizations selling a service is to win more business faster and efficiently. It can be a time-consuming effort to prepare a bid for a large-scale opportunity. With that said, companies often move on to the next prospect without considering the data that may be indispensable for future pursuits. With AccuQuote you will have access to valuable information such as Track wins & lost opportunities by bidder, Job status reports, quoted equipment reports, bid list reports and much more. Using this data is the key to improving and finding out why you have won or lost a proposal. It also provides insightful and critical input into your future marketing and sales initiatives. 

Your Data is Your Own, Easily Transfer From AccuQuote to Your Favorite CRM or Accounting Software.


Want to grow your business?

AccuQuote helps manufacturer reps save time by building quotes quickly and accurately.
Let us show you how we can help you.
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