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$19

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Quoteroller REVIEW

Sales Proposal Automation Software

No user reviews
USER SATISFACTION 100%
OUR SCORE 8.9

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

Position of Quoteroller in our main categories:

5

Quoteroller is one of the top 5 Sales Proposal Automation Software products

5

Quoteroller is one of the top 5
Sales Proposal Automation Software products


If you are interested in Quoteroller it could also be a good idea to check out other subcategories of Best Sales Proposal Automation Software listed in our base of B2B software reviews.

Every company is different, and can call for a particular type of Sales Proposal Automation Software solution that will be designed for their business size, type of clients and employees and even particular industry they cater to. We advise you don't count on locating an ideal solution that will work for each business no matter what their history is. It may be a good idea to read a few Quoteroller reviews first and even then you should keep in mind what the service is intended to do for your business and your staff. Do you require a simple and straightforward app with just elementary functions? Will you really make use of the complex tools required by experts and large enterprises? Are there any particular features that are especially practical for the industry you work in? If you ask yourself these questions it will be much easier to find a solid software that will fit your budget.

How Much Does Quoteroller Cost?

Quoteroller Pricing Plans:

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

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.

POSITIVE SOCIAL MENTIONS

8

NEGATIVE SOCIAL MENTIONS

0

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Technical details

Devices Supported
  • Windows
  • Linux
  • Android
  • iPhone/iPad
  • Mac
  • Web-based
Language Support
  • USA
  • UK
  • Canada
  • International
Pricing Model
  • Monthly payment
  • Annual Subscription
  • Quote-based
Customer Types
  • Small Business
  • Large Enterprises
  • Medium Business
Deployment
  • Cloud Hosted

What Support Does This Vendor Offer?

  • EMAIL
  • PHONE NO.
  • TRAINING

What are Quoteroller pricing details?

Quoteroller Pricing Plans:

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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