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

For simple to complex sales, we’ve got you covered. WeEstimate and our special-feature modules allow for ease of customization to support national accounts, contract pricing, multiple catalogs, disparate tax codes, sophisticated reporting, and the many other sales challenges facing larger, multi-site organizations. WeSuite helps small to medium businesses grow with powerful tools scaled for your size and budget. Our sales management software and mobile solutions empower your team to work more efficiently, present more professionally, and sell more effectively by simplifying and automating the quote-to-close process. Coordination and collaboration has never been easier. Real-time, centralized data keeps team members on the same page, working toward common goals. Make smarter business decisions based on pipeline transparency and detailed sales reporting. Grow your organization and increase profitability.

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

Organizations looking for an advanced sales management software

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

Pricing

No information available.
Free Version
Free Trial

Pricing

$69.95 per 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

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

Review this Software

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

WeSuite
Founded: 2008
United States
wesuite.com

Alternatives

Alternatives

Quoter

Quoter

Quoter Software
PSQuote

PSQuote

CLD Partners

Categories

Categories

Proposal Management Features

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
Requirements Management
Revision Management
RFP Management
Task Management
Templates
Version Control

Quoting Features

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

Lead Management Features

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Sales Force Automation Features

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Integrations

ActiveCampaign
Bitium
Capsule
Constant Contact Lead Gen & CRM
Cyfe
FreeAgent
Google Drive
Insightly
LeadMaster
Nimble
Pipedrive
Saasu
System Surveyor
VisitorTrack
Wufoo
Xero

Integrations

ActiveCampaign
Bitium
Capsule
Constant Contact Lead Gen & CRM
Cyfe
FreeAgent
Google Drive
Insightly
LeadMaster
Nimble
Pipedrive
Saasu
System Surveyor
VisitorTrack
Wufoo
Xero
Claim Quote Roller and update features and information
Claim Quote Roller and update features and information
Claim WeSuite and update features and information
Claim WeSuite and update features and information