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

Scopable is a cloud-based (SaaS) quoting and assessment platform for managed service providers (MSPs). It integrates with the systems MSPs already run (ConnectWise, HaloPSA, NinjaOne, Microsoft 365, Azure, Pax8, Ingram Micro, IT Glue) and pulls live client data: endpoints, configurations, security posture, and 365 tenant details. From that data it runs automated assessments, scoring each client environment, flagging security and compliance gaps, and building a prioritized technology roadmap with cost projections. The roadmap feeds a quoting engine that generates margin-protected proposals using the MSP's own pricing, with automated labor and hardware estimates that update as scope changes. Proposals are delivered through a client portal with e-signature, syncing back to the PSA. The platform also includes natural-language client queries, CRM records, GRC tracking, and workflow automation. Currently in limited early-access release.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Sales teams in need of a powerful Proposal Management solution

Audience

Managed Service Providers

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

No information available.
Free Version
Free Trial

Pricing

$89/month
Free Version
Free Trial

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

PandaDoc
Founded: 2011
United States
www.quoteroller.com

Company Information

Scopable
Founded: 2023
United States
scopable.io

Alternatives

Alternatives

ConnectWise CPQ

ConnectWise CPQ

ConnectWise
Quoter

Quoter

Quoter Software
Quote Roller

Quote Roller

PandaDoc

Categories

Categories

Integrations

ActiveCampaign
Bitium
Capsule
Constant Contact Lead Gen & CRM
Cyfe
FreeAgent
Google Drive
HaloPSA
IT Glue
Ingram Micro Cloud
Insightly
LeadMaster
Microsoft Azure
NinjaOne
Pax8
Pipedrive
Saasu
VisitorTrack
Wufoo
Xero

Integrations

ActiveCampaign
Bitium
Capsule
Constant Contact Lead Gen & CRM
Cyfe
FreeAgent
Google Drive
HaloPSA
IT Glue
Ingram Micro Cloud
Insightly
LeadMaster
Microsoft Azure
NinjaOne
Pax8
Pipedrive
Saasu
VisitorTrack
Wufoo
Xero
Claim Quote Roller and update features and information
Claim Quote Roller and update features and information
Claim Scopable and update features and information
Claim Scopable and update features and information