---
title: SRA Reviews
meta_title: 'SRA Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how SRA works for a business like yours.
date_modified: '2026-07-24'
parent_category:
  name: Quote Management
  url: https://www.g2.com/categories/quote-management
---


# SRA Reviews
**Vendor:** Yosemite Software Solutions  
**Category:** [CPQ Software](https://www.g2.com/categories/cpq)
## About SRA
Yosemite Software provides equipment dealers and manufacturers with sales software that increases productivity through intuitive compatibility checking, manufacturer data integration, and automation. Our Sales Reps Assistant (SRA) is a leading software application designed specifically for the lift truck industry. We pioneered the use of intuitive compatibility checking when selecting equipment options, ensuring choices stay consistent with published manufacturer production and design constraints. SRA increases productivity and mitigates costly errors throughout the entire sales process — from quote to order. We've served the lift truck industry since 1994. Over 1,600 users across 100+ dealers and manufacturers rely on SRA in their sales organizations. We take pride in offering the highest quality support and training, with an emphasis on customer satisfaction. The bottom line: we've made the quoting and order process more efficient, so your sales team can focus on increasing revenue by engaging customers rather than wasting effort on administrative tasks.






- [View SRA pricing details and edition comparison](https://www.g2.com/products/yosemite-software-solutions-sra/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-17+15%3A23%3A53+-0500&secure%5Bsession_id%5D=6a30ccee-fe56-44af-95c7-6ddc57cb6aef&secure%5Btoken%5D=decb6e7d76c6f593555c599ec7031f7bc605fc5fd7987f3b117b4d6109120f8f&format=llm_user)

## SRA Features
**Additional Functionality**
- AI Copilot
- Electronic Signature
- Approval Process Control
- Customer History
- Workflow Management
- Reminders
- Automated Quoting
- Price/Margin Management
- Contact Management
- Drag & Drop
- Pricing and Cost Calculations
- Calendar Management
- Catalog Management
- Client Portal
- Discount Management
- Real-Time Data
- Proposal Generation
- Billing & Invoicing
- Generative AI
- Customizable Branding
- Template Management
- Document Management
- Estimating
- Email Management
- Third-Party Integrations
- Reporting & Statistics
- Access Controls/Permissions
- Customizable Fields
- CRM
- Pricing Management
- API
- Accounting Integration
- Activity Dashboard
- Contract/License Management
- Electronic Payments
- Audit Trail
- Quotes/Estimates

**Configuration - cpq**
- Product Catalog
- Guided Selling
- Configuration Rules
- Price Configuration
- Visual Configuration

**Pricing**
- Pricing Flexibility
- Discounting
- Commerical Rules
- Terms and Conditions
- Approval Workflow
- Renewals

**Quoting**
- Grouping
- Version Control
- Quote Document Generation
- Ordering
- Contracts
- Approval Process Control

**Admin**
- Configuration Ease of Admin
- Pricing Administration
- Workflow Management
- Document Management
- Contact Management
- Discount Management
- Catalog Management
- Contract/License Management
- Renewal Management
- Price/Margin Management
- Order Management

**Channels**
- Mobile User Support
- Channel Partner Support
- eCommerce

**Platform**
- CRM Integration
- Integration API
- Internationalization
- Scalability
- Reporting and Dashboards
- ERP Integration
- Activity Dashboard
- Third-Party Integrations

**Generative AI - cpq**
- Dynamic Quoting
- Dynamic Pricing
- Personalized Sale Recommendations

**Additional Functionality**
- Price and Cost Calculations
- Data Visualization
- Rules Engine
- Real-Time Data
- Quotes/Estimates
- Audit Trail
- Drag & Drop
- Access Controls/Permissions
- Sales Automation
- Document Storage
- AI Copilot
- CRM
- Customizable Templates
- Product Configurator
- Self Service Portal
- Forecasting
- Bills of Material
- Multi-Currency
- Generative AI
- Customizable Branding
- Electronic Signature
- Document Templates
- Reporting & Statistics

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