Sales Rep’s Assistant (SRA):

Material Handling Equipment Quote Software

Leading Material Handling Equipment Sales Software Since 1994

Yosemite Software Solutions provides industry-leading material handling software and equipment sales management systems. Our comprehensive quote and configuration software streamlines forklift sales, warehouse equipment quotes, and material handling sales operations for dealers worldwide.

Complete Equipment Sales Management System

Sales Rep’s Assistant (SRA) is the premier material handling quote software designed specifically for forklift dealers, warehouse equipment suppliers, and material handling equipment sales teams. Our automated quoting system transforms how you manage equipment sales from initial quote to factory order.

Why Material Handling Professionals Choose SRA Software

Forklift Quote Accuracy & Equipment Configuration

Intelligent forklift configuration software prevents incompatible equipment combinations
Automated material handling equipment pricing with timely updates
Built-in logic for forklift attachments, batteries, and warehouse equipment options
Eliminate costly quoting errors in material handling sales

Streamlined Equipment Sales Process

Generate professional forklift quotes and warehouse equipment proposals in minutes
One-click conversion from material handling quotes to factory sales orders
Comprehensive fleet management proposals for multi-unit equipment sales
Accelerate your material handling equipment sales cycle

Complete Material Handling Business Management

CRM integration for equipment dealers and material handling companies
Material handling sales reporting and equipment dealer analytics
Multi-location support for forklift dealership chains

Key Features of Our Material Handling Quote Software

Advanced Equipment Quoting & Order Management

Smart Forklift Configuration: Prevent incompatible forklift options and ensure proper equipment ordering
Automated Equipment Pricing: Real-time access to forklift, battery, and material handling accessory pricing
Professional Quote Generation: Auto-generate branded equipment proposals and material handling quotes

Material Handling Business Integration

Equipment Dealer CRM Integration: Import existing customer data from popular CRM systems
Forklift Inventory Management: Track and quote rental forklifts and used material handling equipment
Factory Order Processing: Submit equipment orders directly to manufacturers from accepted quotes (if supported by the manufacturer)
Multi-Dealership Support: Manage multiple material handling equipment locations

Enterprise Material Handling Software Features

Global Equipment Sales Support: Multi-language support and international currency conversion
Custom Equipment Reports: Track forklift sales performance with tailored material handling analytics
Workflow Automation: Streamline repetitive material handling sales tasks
Dedicated Technical Support: Responsive assistance for equipment dealers

Benefits of Yosemite’s Material Handling Software

Increase Equipment Sales Efficiency Reduce quote preparation time with our automated forklift quoting system and material handling equipment configuration tools.

Improve Quote Accuracy Eliminate pricing errors and configuration mistakes with built-in material handling equipment logic and real-time forklift pricing updates.

Accelerate Sales Cycles Convert more material handling equipment prospects with professional quotes and streamlined order processing.

Scale Your Equipment Dealership Support business growth with comprehensive material handling software that adapts to your expanding operations.

The Yosemite Software Advantage

30+ Years Material Handling Software Experience Since 1994, we’ve specialized in material handling equipment sales software, understanding the unique challenges of forklift dealers and warehouse equipment suppliers.

Customized Equipment Sales Solutions Every material handling software implementation is tailored to match your specific equipment dealership processes and requirements.

Ongoing Partnership & Support Our dedicated material handling software support team ensures maximum ROI with responsive technical assistance and regular software updates.

Proven Results for Equipment Dealers Join hundreds of successful forklift dealers and material handling equipment suppliers who have transformed their sales operations with SRA.

Transform Your Material Handling Equipment Sales Today

Ready to streamline your forklift dealership operations and accelerate equipment sales? Discover how Yosemite’s material handling software can increase quoting efficiency, improve sales accuracy, and drive revenue growth for your equipment business.

Request a Free Demo of our material handling quote software and see how Sales Rep’s Assistant can transform your forklift and warehouse equipment sales process.

Contact Yosemite Software Solutions to Schedule a Demonstration: Contact Us

About Yosemite Software Solutions

CPQ and Quoting Software Built for Forklift Dealers and Manufacturers

Yosemite Software Solutions is a leading provider of CPQ (Configure-Price-Quote) software tailored specifically for the material handling industry. Since 1994, we’ve helped forklift dealers and equipment manufacturers simplify the sales process, reduce quoting errors, and close deals faster.

Our flagship product, Sales Rep’s Assistant (SRA), is a robust forklift sales automation tool that enables accurate quoting, intelligent product configuration, and professional proposal generation — all from one streamlined platform.

Ray Marean, lead programmer at IBM in Palo Alto, CA

Our Origin: Solving Real Problems for Forklift Dealers

Our story began in 1994, when founder Ray Marean, a former lead IBM programmer, was approached by a neighbor who sold Komatsu forklifts. Frustrated with the manual quoting process using printed price books and handwritten calculations, they asked: “Can this be done better?”

That question sparked the development of Sales Rep’s Assistant (SRA) — a smarter, faster, and more accurate way to generate forklift quotes and ensure dealer sales teams always present correct pricing and configurations to their customers.

Built for Accuracy: CPQ with Compatibility Checking

From the start, SRA introduced a unique feature we call intuitive compatibility checking — a smart rules engine that ensures every selected forklift option is compatible with the base chassis and manufacturer constraints.

This innovation eliminates costly errors and rework, giving sales teams the confidence to quote with accuracy and speed.

Whether you’re quoting forklifts, narrow aisle equipment, industrial batteries or specialized warehouse products, SRA helps ensure dealer configuration and pricing match OEM standards.

Trusted by Top Manufacturers and Dealerships

SRA was first introduced to a small network of dealers and quickly gained traction due to its accuracy, speed, and ease of use. Over time, the platform expanded to serve dealerships and OEMs throughout North America and the World.

Between 2002 and 2010, SRA was offered through a distribution partnership with an ERP software provider, helping expand its presence among equipment dealers using integrated business systems. In 2010, Yosemite Software Solutions resumed full control of product development, support, and customer relationships.

Where We Are Today

Today, SRA is trusted by:

100+ dealers and manufacturers
Covering over 60 product lines

Our software powers everything from dealer quoting and configuration to proposal generation, approval workflows, and pricing updates—giving forklift sales teams a complete CPQ solution purpose-built for the industry.

Our Mission

We help forklift dealers and material handling manufacturers spend less time on quoting and admin—and more time selling.

Whether you’re a single-location dealer or a global OEM, our tools are designed to scale with you. We believe the best salespeople deserve software that works as hard as they do.

Configure Confidently. Quote Quicker. Sell Smarter.

Email: support@yosemitesoftware.com Phone: 1.877.248.1771

Yosemite National Park

Yosemite Software is named after the national park that is in close proximity to where some of the team lives.

Sean & Ray – Death Valley

Ray on a Test Drive

MHEDA Booth Photo

Loretta Marean

Loretta making sure the numbers add up correctly.