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Quote Roller

Name: Quote Roller
Rating: 4.5 (2 reviews)

By Quote Roller

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Highlights : About Quote Roller

SAVE COUNTLESS HOURS

Boost your team’s productivity by 35%. Quote Roller helps your reps close deals faster by eliminating duplicative work on sales quotes and replacing traditional PDF proposals. Save at least one hour per document and several hours per deal.

ENSURE TOTAL ACCURACY

Automated manager reviews help pin down the approval process. Locked content satisfies marketing, accounting, and legal requirements. Now you can count on consistent sales quotes and business proposals each and every time.

SELL SMARTER EVERY DAY

Proposals and quotes analytics show you the portions of your pitch that won and lost. This sales intelligence helps you perfect your collateral and become more persuasive over time, boosting customer win rates by 28%.

About Quote Roller

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.

Specifications

Business Size

Startup

Deployments

Cloud

Language Support

English,German,Spanish,Czech,French,Italian,Polish,Portuguese,Russian,Danish,Dutch,Swedish,Hungarian,Irish,Norwegian

Platforms

Product Details

Features

Easy to use

Content Library

Interactive content blocks

E-Signatures

Consistent branding

Version tracking

Analytics

Multi-team, multi-product support

Document batching

Reusability

Activity tracking

Locked down content and branding

Automatic approval flow

Real-time negotiation

Margin and cost calculations

Auto calculation of taxes, discounts, totals etc.

CRM data merge

Form fields

Custom templates

Native iOS app

Benefits

Quoteroller is very easy to use

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%.

Making it possible to improve on a continuous basis

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

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.

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