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
Knowing that companies have unique business requirements, it is reasonable they abstain from preferring a one-size-fits-all, ”best” software system. Nevertheless, it would be almost impossible to try to find such an app even among recognizable software systems. The better thing to undertake would be to note down the different important aspects that necessitate scrutiny like major features, price terms, skill competence of staff, organizational size, etc. After which, you should perform your product research exhaustively. Browse over some Quoteroller analyses and check out the other software solutions in your shortlist in detail. Such comprehensive product investigation ensures you weed out unsuitable software products and subscribe to the system which provides all the features your business 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 sensible to examine other subcategories of Sales Proposal Automation Software collected in our base of SaaS software reviews.
It's essential to realize that virtually no software in the Sales Proposal Automation Software category will be an ideal solution able to fulfill all the requirements of different business types, sizes and industries. It may be a good idea to read a few Quoteroller Sales Proposal Automation Software reviews first as certain services may excel only in a really small group of applications or be designed with a very specific type of industry in mind. Others may function with an idea of being simple and intuitive and as a result lack complicated features welcomed by more experienced users. There are also apps that focus on a broad group of users and give you a rich feature base, however that frequently comes at a more significant price of such a solution. Ensure you're aware of your requirements so that you get a software that provides specifically the functionalities you look for.
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 know that when you make a decision to buy a Sales Proposal Automation Software it’s crucial not only to learn how experts rank it in their reviews, but also to discover whether the actual clients and businesses that purchased it are indeed happy with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that aggregates customer reviews, comments and Quoteroller reviews across a broad array of social media sites. The information is then featured in an easy to understand format indicating how many customers had positive and negative experience with Quoteroller. With that information at your disposal 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
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