Related Products
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About
Leave chaotic closing processes behind with templated quotes, approval workflows, and pricing guardrails to empower your teams and help sales reps win. Build pre-approved, fully customized agreement templates for your sales teams. Make changes instantly and adjust to your business needs right away. Forget the long implementation process. With RevOps, get your team up and running in hours and days instead of weeks and months. Set your reps up for success by enabling flexibility while providing the necessary guardrails to structuring deals. Create approval workflows, promote alignment, while saving precious time for your team. Send documents to anyone in the world and smoothly scale your sales operations for the global, remote, and digital economy.
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About
Roadbase is an AI-assisted, quote-first planning platform for creative freelancers and agencies. Paste a project brief or attach a PDF, and Roadbase creates an editable first draft with a project summary, phases, tasks, roles, estimated hours, timing, assumptions, and estimate reasoning. Your team reviews and adjusts the draft, then applies its own role costs and billable rates, overhead, direct expenses, contingency, and target margin to build the quote.
The visual timeline keeps tasks, timing, roles, hours, and pricing in the same project model. When the plan is ready, export the reviewed work breakdown, roadmap, and cost summary as a proposal PDF. After approval, carry the work into a simple Kanban workspace, assign tasks, keep comments with the work, track time by project and task, and compare actual hours with the estimate.
Roadbase is built for creative service businesses in advertising, branding, design, video production, web and app work, and related consulting projects.
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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
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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
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Audience
Quote-to-cash solution that helps revenue operators
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Audience
Creative agencies, advertising, design studios, freelancers
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$50 per user per month
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$10/month
Roadbase offers a Free plan with one active project, time tracking, 20 monthly tokens and watermarked PDF exports.
Pro costs $10/month or $102/year, with unlimited projects, 100 monthly tokens and standard PDFs. Studio costs $22/month or $224.40/year, adding 400 monthly tokens, AI expense estimates and white-label PDFs. Extra packs of 50 tokens cost $5.
Free Version
Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationRevOps
Founded: 2018
United States
www.revops.io
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Company InformationRoadbase
Founded: 2026
Spain
roadbase.io
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Alternatives |
Alternatives |
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Categories |
Categories |
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Quoting Features
Automated Quoting
Supported
Catalog Management
Not Supported
Client Portal
Not Supported
Contact Management
Not Supported
Customer Accounts
Supported
Customizable Branding
Supported
Discount Management
Not Supported
Forms Creation
Not Supported
Pricing Management
Not Supported
Product Configurator
Not Supported
Proposal Management
Supported
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Integrations
5X
Supported
Docusign
Supported
HubSpot CRM
Supported
HubSpot Customer Platform
Supported
HubSpot Sales Hub
Supported
Salesforce
Supported
Slack
Supported
Stripe
Supported
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Integrations
5X
Not Supported
Docusign
Not Supported
HubSpot CRM
Not Supported
HubSpot Customer Platform
Not Supported
HubSpot Sales Hub
Not Supported
Salesforce
Not Supported
Slack
Not Supported
Stripe
Not Supported
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