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What is WeSuite?

Whether you are dealing with simple transactions or complex sales strategies, we provide the essential solutions you require. WeEstimate, alongside our tailored feature modules, presents adaptable options for national accounts, contractual pricing, an array of catalogs, varying tax codes, detailed reporting, and a multitude of sales challenges faced by larger, multi-location enterprises. On the other hand, WeSuite equips small to medium-sized businesses with powerful tools that align with their scale and budget, fostering growth opportunities. Our sales management software and mobile applications enhance your team's efficiency, allowing them to present with confidence and improve sales performance by optimizing and automating the entire quote-to-closure process. Coordination and collaboration have reached unparalleled levels, as real-time centralized data ensures that all team members stay aligned and focused on common goals. By utilizing pipeline insights and extensive sales analytics, you can make strategic business decisions that propel your organization forward and increase profitability. In the end, our solutions aim to empower your workforce while driving your enterprise to unprecedented success, ensuring that every aspect of your sales process is fine-tuned for optimal results. This commitment to excellence is what sets us apart in the competitive landscape.

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 By eliminating the repetitive elements tied to sales quotes and replacing outdated PDF proposals, Quote Roller empowers your sales representatives to close deals more promptly.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.

Media

Media

Integrations Supported

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

Integrations Supported

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

API Availability

Has API

API Availability

Has API

Pricing Information

$69.95 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

WeSuite

Date Founded

2008

Company Location

United States

Company Website

wesuite.com

Company Facts

Organization Name

PandaDoc

Date Founded

2011

Company Location

United States

Company Website

www.quoteroller.com

Categories and Features

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

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

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

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

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