Quoteroller Review
What is Quoteroller?
Quoteroller is a comprehensive sales management tool for automating documentation, but also a web-based solution to help organizations create, organize, send and track proposals with ease. The professional-looking proposals can be created within minutes, creating a solid impression on clients. The solution extends the power of existing CRMs and helps turn leads into clients and faster closure of deals.
Quoteroller allows creating sales documents, getting e-signatures, employing dynamic quoting and makes is easier to automate the workflow. As a result, it increases productivity and saves many work hours by helping representatives close deals faster. Removal of duplicative work of quotes, contracts and proposals save a good amount of time per document as well as per deal. Accuracy is another area where the solution helps organizations get consistent quotes, contracts and proposals.
Show MoreOverview of Quoteroller Benefits
Not only Quoteroller is very easy to use, it also focuses on accuracy and makes it easier for teams to assemble all their documents using the one central catalog for all products/services. Professional-grade documents can be created within minutes using the templates and preset content blocks. The software is powered by PandaDoc (CPQ – Configure, Price, Quote), and makes it easier to automatically calculate taxes, margins, discounts and totals. It eliminates chances of human error and makes it easy to adjust prices. The solution claims to boost productivity by 35% and increase close rates by 28%.
The document analytics reveal how much time clients are spending on each section of a document, making it possible to improve on a continuous basis. Real-time commenting helps address client queries right on the spot, while e-signatures help close deals faster. The workflow automation tools reduce risk, speed up approvals, free up more selling-time for teams and eliminate ‘busywork.’ It enables teams to collaborate more efficiently across departments and easily switch between existing CRMs and other apps.
The Content Library breaks bigger collateral into modular chunks so that they can be reused again in future. Not all stuff makes it into the content library as users have control over only letting in the important pieces. The solution also ensures consistent branding and helps make sales documents that generate more sales. The solution also features a native iOS app for better productivity and efficiency.
Show MoreOverview of Quoteroller Features
- Easy to use
- Native iOS app
- Content Library
- Custom templates
- Interactive content blocks
- Form fields
- E-Signatures
- CRM data merge
- Consistent branding
- Auto calculation of taxes, discounts, totals etc.
- A la carte pricing
- Margin and cost calculations
- Analytics
- Real-time negotiation
- Version tracking
- Automatic approval flow
- Multi-team, multi-product support
- Locked down content and branding
- Document batching
- Activity tracking
- Reusability
Quoteroller Position In Our Categories
Bearing in mind companies have distinctive business demands, it is wise they steer clear of getting a one-size-fits-all, ideal software. Nevertheless, it would be difficult to stumble on such a software product even among branded software solutions. The sensible thing to undertake can be to write the different essential aspects that call for a careful thought including critical features, packages, skill levels of the employees, business size, etc. Thereafter, you must perform your research comprehensively. Have a look at some Quoteroller reviews and look over the other solutions in your list more closely. Such all-encompassing research guarantee you take out unsuitable software products and choose the one which has all the features your company requires.
Position of Quoteroller in our main categories:
TOP
10
Quoteroller is one of the top 10 Sales Proposal Automation Software products
If you are interested in Quoteroller it may also be a good idea to check out other subcategories of Sales Proposal Automation Software listed in our base of SaaS software reviews.
Each organization has different wants and needs a system that can be personalized for their size, type of staff members and customers, and the particular industry they are in. For these reasons, no software can proffer perfect functionality out-of-the-box. When you search a software system, first be sure what you require it for. Read some Quoteroller Sales Proposal Automation Software reviews and ask yourself do you want basic functionality or do you require sophisticated tools? Are there any industry-specific tools that you are looking for? Obtain the answers to these questions to aid your search. There are multiple factors that you need to consider and these include your finances, specific business wants, your company size, integration requirements etc. Take your time, try out a few free trials, and finally zero in on the system that offers all that you need to boost your firm effectiveness and productivity.
How Much Does Quoteroller Cost?
Quoteroller Pricing Plans:
Free Trial
Professional
$29/month
Business
$49/month
Enterprise
By quote
What are Quoteroller pricing details?
Quoteroller Pricing Plans:
Free Trial
Professional
$29/month
Business
$49/month
Enterprise
By quote
Quoteroller offers three SMB and enterprise pricing options for users to consider. Give the details a look, and select a plan that would be suitable for your business:
Professional (individuals): $19/user/month (billed annually), $29 on a monthly basis
- Five templates
- Unlimited docs & eSignatures
- Document analytics
- Document builder and editor
- Custom branding
- Pricing tables and product catalog
- Email support
Business (Small businesses): $39/user/month (billed annually), $49 on a monthly basis
Professional features plus:
- Unlimited templates
- Content library
- Manager approval workflow
- Initial template conversion
Enterprise (growing businesses): By quote
Business features plus:
- Integrations with CRMs and other tools
- Document design assistance
- Multiple teams and workspaces
- Access to API, SDK & webhooks
- Document embedding option
- Custom integrations
- Dedicated Account Manager
- Private team training sessions
User Satisfaction
Positive Social Media Mentions
8
Negative Social Media Mentions
0
We are aware that when you decide to purchase a Sales Proposal Automation Software it’s crucial not only to find out how experts rank it in their reviews, but also to find out if the actual clients and companies that purchased these solutions are genuinely satisfied with the service. Because of that need we’ve designer our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Quoteroller reviews across a vast range of social media sites. The information is then displayed in a simple to digest form indicating how many users had positive and negative experience with Quoteroller. With that information available you should be equipped to make an informed purchasing choice that you won’t regret.
Video
Technical details
Devices Supported
- Windows
- Linux
- Android
- iPhone/iPad
- Mac
- Web-based
Deployment
- Cloud Hosted
Language Support
- English
Pricing Model
- Monthly payment
- Annual Subscription
- Quote-based
Customer Types
- Small Business
- Large Enterprises
- Medium Business
What Support Does This Vendor Offer?
- phone
- live support
- training
- tickets
What integrations are available for Quoteroller?
Quoteroller integrates with the following business systems and applications:
- Salesforce
- Nutshell
- Capsule CRM
- Nimble
- Pipedrive
- Insighty
- OnePageCM
- Zoho CRM
- Harvest
- Basecamp
- Box
Quoteroller
is waiting for
your first review.
Write your own review of this product
ADD A REVIEWMore reviews from 0 actual users:
Join a community of 7,369 SaaS experts
Thank you for the time you take to leave a quick review of this software. Our community and review base is constantly developing because of experts like you, who are willing to share their experience and knowledge with others to help them make more informed buying decisions.
Sign in with LinkedIn
Why we require LinkedIn?
- Show the community that you're an actual user.
- We will only show your name and profile image in your review.
- You can still post your review anonymously.
OR
Sign in with company emailSign in with company email
Popular Quoteroller Alternatives
Top Competitors To Quoteroller By Price
Product name:
Price:
by quote
by quote
by quote
Trending Sales Proposal Automation Software Reviews
6.5
97%
Quoteroller Comparisons
Product name:
Page last modified
Why is FinancesOnline free?