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Average Ratings 0 Ratings
Description
Introducing a comprehensive software solution for proposals, contracts, and quoting that streamlines your sales process. Our innovative online quoting system serves as the ultimate tool for automating documents, enhancing your CRM capabilities, and equipping you with everything necessary to convert leads into loyal customers. There's no need to juggle between various applications such as word processors, CPQ tools, eSignature solutions, and follow-up emails anymore. With Quote Roller, you can effortlessly generate sales documents, utilize dynamic quoting features, obtain electronic signatures, and refine your sales operations simultaneously. Experience a remarkable 35% increase in your team's productivity. By removing repetitive tasks associated with sales quotes and replacing outdated PDF proposals, Quote Roller enables your representatives to finalize deals more swiftly. You can save valuable time—at least one hour per document and several hours on each deal. The automated manager review system streamlines the approval process, while locked content ensures compliance with marketing, accounting, and legal standards. Now, you can rely on consistent and professional sales quotes and business proposals without fail, ensuring a seamless experience for both your team and clients.
Description
SPEED
+ access anytime, anywhere!
+ speed up time to create & send sales quotes
+ give customers an easy way to e-sign sales quotes
+ centralised text, video, spreadsheet, image and PDF content libraries for your salespeople to drag and drop into sales quotes
+ build a library of sales quote templates to perfect your sales pitch in target markets
+ customer address book -- to save time when creating sales quotes
+ prospect finder -- use the contact finder robot to search the web for cold call lists
WIN
+ increase your sales conversion
+ create impressive & accurate quotes
+ know when customers are reading your sales quotes
+ get paid faster with easy online acceptance and payments
+ live chat with clients while they read your sales quote
+ stop messy sales quotes
+ don't forget key information...record customer contact history for each sales quote
AUTOMATE
+ automate sales forecasting
+ seamless integration to your CRM and accounting packages
+ keep a full version history of sales quotes sent to a client
+ automatically expire sales quotes past their "time to live"
+ automatic currency conversions - get real time exchange rate for foreign currencies
API Access
Has API
API Access
Has API
Integrations
ActiveCampaign
Bitium
Capsule
Constant Contact Lead Gen & CRM
Cyfe
Eway
FreeAgent
Google Drive
GraphQL
Insightly
Integrations
ActiveCampaign
Bitium
Capsule
Constant Contact Lead Gen & CRM
Cyfe
Eway
FreeAgent
Google Drive
GraphQL
Insightly
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$39 /user per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
PandaDoc
Founded
2011
Country
United States
Website
www.quoteroller.com
Vendor Details
Company Name
Corporate Interactive International Pty Ltd
Country
Australia
Website
quote.cloud
Product Features
CPQ
2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce
Proposal Management
Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control
Quoting
Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management
Product Features
Proposal Management
Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control