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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.

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.

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

Quote-to-cash solution that helps revenue operators

Audience

Creative agencies, advertising, design studios, freelancers

Support

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

Support

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

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$50 per user per month
Free Version Not Supported
Free Trial Not Supported

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

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 Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

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

Company Information

RevOps
Founded: 2018
United States
www.revops.io

Company Information

Roadbase
Founded: 2026
Spain
roadbase.io

Alternatives

Alternatives

Nue

Nue

Nue.io
Scope

Scope

The Virtu Group
QuoteWerks

QuoteWerks

Aspire Technologies, Inc
Quoter

Quoter

Quoter Software
Quoter

Quoter

Quoter Software

Categories

CPQ Supported
Quote-to-Cash Supported
Revenue Operations Supported

Categories

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

Integrations

5X Supported
Docusign Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
HubSpot Sales Hub Supported
Salesforce Supported
Slack Supported
Stripe Supported

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
Claim RevOps and update features and information
Claim RevOps and update features and information
Claim Roadbase and update features and information
Claim Roadbase and update features and information