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Quoteroller Review

Quoteroller
Our score: 8.9 User satisfaction: 100%

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.

Overview 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.

Overview 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

Since businesses have unique business requirements, it is only reasonable that they abstain from deciding on a one-size-fits-all, ideal software solution. Be that as it may, it is difficult to pinpoint such application even among sought-after software products. The right thing to undertake is to list the several main functions which necessitate consideration like important features, costing, skill ability of staff, organizational size, etc. Next, you should do the research through and through. Go over some Quoteroller evaluations and explore the other software solutions in your shortlist in detail. Such detailed product investigation makes sure you drop unfit software solutions and select the one which offers all the aspects your company requires for optimal results.

Position of Quoteroller in our main categories:

TOP 10

Quoteroller is one of the top 10 Sales Proposal Automation Software products

If you are considering Quoteroller it could also be sensible to examine other subcategories of Sales Proposal Automation Software collected in our database of SaaS software reviews.

Organizations have different wants and requirements and no software application can be ideal in such a situation. It is futile to try to find a perfect off-the-shelf software product that meets all your business wants. The wise thing to do would be to customize the application for your specific needs, employee skill levels, budget, and other aspects. For these reasons, do not hasten and pay for well-publicized popular systems. Though these may be widely used, they may not be the ideal fit for your unique needs. Do your homework, investigate each short-listed platform in detail, read a few Quoteroller Sales Proposal Automation Software reviews, speak to the vendor for clarifications, and finally settle for the application that presents what you need.

How Much Does Quoteroller Cost?

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 realize that when you make a decision to buy Sales Proposal Automation Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Quoteroller reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Quoteroller. With that information at hand you should be equipped to make an informed buying decision 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?

  • email
  • phone
  • live support
  • training
  • tickets

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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

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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Reviewed By Nestor Gilbert
Page last modified
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