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What is Quote Roller?

Presenting a cutting-edge software solution tailored for managing proposals, contracts, and quotes that simplifies your sales operations. Our state-of-the-art online quoting platform acts as the essential resource for automating documentation, boosting your CRM functionalities, and providing all the tools you need to transform potential leads into devoted clients. There’s no longer a need to switch between various programs like word processors, CPQ systems, eSignature platforms, and follow-up email services. With Quote Roller, you can easily create sales documents, leverage dynamic quoting options, secure electronic signatures, and enhance your sales processes all at once. Witness a significant 35% boost in your team's efficiency. By eliminating the repetitive elements tied to sales quotes and replacing outdated PDF proposals, Quote Roller empowers your sales representatives to close deals more promptly. You stand to save precious time—at least an hour for each document and several hours on every transaction. The automated manager review feature streamlines approvals, and the locked content ensures adherence to marketing, accounting, and legal requirements. Now, you can depend on consistently professional sales quotes and business proposals, guaranteeing a flawless experience for both your team and your clients. Additionally, this solution fosters collaboration among team members, allowing for quicker adjustments and updates as needed.

What is Crete Quote?

Crete Quote allows you to effortlessly generate and send an unlimited number of quotes every month, giving your clients the ability to customize their perfect quote with ease. Instead of enduring long waits for a response, clients can receive their quotes immediately through email, all thanks to the capabilities of Crete Quote. Being accessible online means you only have to log into your account to begin using it. This time-saving tool enables you to reclaim valuable hours, allowing you to enjoy more time with your family, meet important project deadlines, and concentrate on selling to well-qualified leads. As the demand for concrete contractors continues to rise each year while the pool of skilled professionals shrinks, this gives you a unique chance to shift the dynamic and have clients actively seek out your services. By effectively pre-qualifying leads, you can avoid wasting time, eliminate the complications of multiple bid revisions, and elevate your business to greater heights! Homeowners can easily navigate to your website to use the Instant Quote form, which allows them to create a quote that highlights only the specific services and products you offer, making the entire process smoother for everyone involved. This forward-thinking strategy not only helps attract the ideal clientele but also significantly boosts your operational efficiency, providing a competitive advantage in the industry. Ultimately, adopting such an innovative tool can transform the way you manage client interactions and enhance your overall business growth.

Media

Media

Integrations Supported

ActiveCampaign
Bitium
Capsule
Constant Contact Lead Gen & CRM
Cyfe
FreeAgent
Google Drive
Insightly
LeadMaster
Nimble
Pipedrive
Saasu
VisitorTrack
Wufoo
Xero

Integrations Supported

ActiveCampaign
Bitium
Capsule
Constant Contact Lead Gen & CRM
Cyfe
FreeAgent
Google Drive
Insightly
LeadMaster
Nimble
Pipedrive
Saasu
VisitorTrack
Wufoo
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$97 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

PandaDoc

Date Founded

2011

Company Location

United States

Company Website

www.quoteroller.com

Company Facts

Organization Name

Evolution Quotes

Company Location

United States

Company Website

cretequote.com

Categories and Features

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Categories and Features

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

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