Quote Roller

Quote Roller

PandaDoc
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About

All-in-one proposal, contract, and quoting software. Our online quoting software is the ultimate sales tool for document automation. We extend the power of your CRM and provide everything you need to turn your leads into paying clients. No need to switch between word processors, CPQ tools, eSignature apps, and follow-up emails. Quote Roller lets you create sales documents, employ dynamic quoting, get electronic signatures, and improve your sales processes all the while. Boost your team’s productivity by 35%. Quote Roller helps your reps close deals faster by eliminating duplicative work on sales quotes and replacing traditional PDF proposals. Save at least one hour per document and several hours per deal. Automated manager reviews help pin down the approval process. Locked content satisfies marketing, accounting, and legal requirements. Now you can count on consistent sales quotes and business proposals each and every time.

About

Salesbuildr is a cloud-based sales platform for managed service providers (MSPs) that combines distributor catalogs and pricing with quoting, proposals and pipeline management. Sales teams can build quotes from synchronized product catalogs, apply pricing and approval rules, and send branded online proposals with customer choices and electronic signatures. Accepted quotes can sync with Autotask, ConnectWise Manage or HaloPSA, while HubSpot supports CRM synchronization. Other capabilities include recurring contracts, leasing calculations, multi-currency quoting, localized proposal content, prospecting, whitespace analysis to identify service gaps across customer accounts, and a branded storefront for self-service ordering. A public REST API and webhooks support custom integrations. Salesbuildr is designed for MSP sales teams managing distributor-sourced products and services, recurring agreements and customer opportunities.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Sales teams in need of a powerful Proposal Management solution

Audience

Managed service providers (MSPs), IT resellers, VARs and their sales teams

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$329/month
Standard is $329/month with a 12-month minimum term and includes 3 users and up to 6 distributor integrations. Additional users are $65/month each. A one-time $1,099 onboarding fee applies. API access is included with the Premium plan.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

PandaDoc
Founded: 2011
United States
www.quoteroller.com

Company Information

Salesbuildr
Founded: 2021
Netherlands
www.salesbuildr.com

Alternatives

Alternatives

ConnectWise CPQ

ConnectWise CPQ

ConnectWise
Quoter

Quoter

Quoter Software
Quoter

Quoter

Quoter Software

Categories

CPQ Supported
Quoting Supported

Categories

Quoting Supported

Proposal Management Features

Automatic Formatting Supported
Calendar Management Not Supported
Collaboration Supported
Contact Management Supported
Content Repository Supported
Document Management Supported
Electronic Signature Supported
Knowledge Library Not Supported
Pipeline Management Supported
Requirements Management Not Supported
Revision Management Supported
RFP Management Not Supported
Task Management Not Supported
Templates Supported
Version Control Supported

Quoting Features

Automated Quoting Supported
Catalog Management Supported
Client Portal Supported
Contact Management Supported
Customer Accounts Supported
Customizable Branding Supported
Discount Management Supported
Forms Creation Supported
Pricing Management Supported
Product Configurator Supported
Proposal Management Supported

Integrations

ActiveCampaign Supported
Autotask PSA Not Supported
Bitium Supported
Capsule Supported
Constant Contact Lead Gen & CRM Supported
Cyfe Supported
FreeAgent Supported
Google Drive Supported
HaloPSA Not Supported
HubSpot CRM Not Supported
Insightly Supported
LeadMaster Supported
Nimble Supported
Pax8 Not Supported
Pipedrive Supported
Saasu Supported
VisitorTrack Supported
Wufoo Supported
Xero Supported

Integrations

ActiveCampaign Not Supported
Autotask PSA Supported
Bitium Not Supported
Capsule Not Supported
Constant Contact Lead Gen & CRM Not Supported
Cyfe Not Supported
FreeAgent Not Supported
Google Drive Not Supported
HaloPSA Supported
HubSpot CRM Supported
Insightly Not Supported
LeadMaster Not Supported
Nimble Not Supported
Pax8 Supported
Pipedrive Not Supported
Saasu Not Supported
VisitorTrack Not Supported
Wufoo Not Supported
Xero Not Supported
Claim Quote Roller and update features and information
Claim Quote Roller and update features and information
Claim Salesbuildr and update features and information
Claim Salesbuildr and update features and information