Quote RollerPandaDoc
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handifyEvanon
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Related Products
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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.
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About
handify is a Technical Sales Operating System for companies that sell ingredients, raw materials, specialty chemicals, flavors and fragrances, where the product, drives the sale.
It replaces the usual mix of generic CRM, shared folders, spreadsheets and email with one platform: a configurable technical catalog flexible product attributes that double as search filters; technical documentation (TDS, SDS, CoA, certificates) that updates everywhere at once; Bundles, curated packages of products, documents and quotes shared with a client in minutes and always current; quoting with approval workflows; sample request management; leads, accounts and pipeline; and AR Helper, which keeps sales and finance aligned on due invoices, overdue balances and credit holds.
AI is built in: data extraction from technical PDFs, product recommendations, account analysis and narrative sales reports.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Sales teams in need of a powerful Proposal Management solution
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Audience
Technical sales teams at B2B companies selling ingredients, raw materials, specialty chemicals, flavors and fragrances: ingredient producers and distributors, flavor and fragrance houses, specialty chemical manufacturers, pharmaceutical and cosmetic ingredient suppliers, and nutraceutical companies. Sales reps, technical sales managers, commercial directors, product managers, and the finance teams they work with.
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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PricingCustom
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationPandaDoc
Founded: 2011
United States
www.quoteroller.com
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Company InformationEvanon
Founded: 2025
Mexico
handify.app
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Alternatives |
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Categories |
Categories |
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CRM Features
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
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Integrations
ActiveCampaign
Bitium
Capsule
Constant Contact Lead Gen & CRM
Cyfe
FreeAgent
Google
Google Drive
Insightly
LeadMaster
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Integrations
ActiveCampaign
Bitium
Capsule
Constant Contact Lead Gen & CRM
Cyfe
FreeAgent
Google
Google Drive
Insightly
LeadMaster
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