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Features

IN-PROPOSAL ANALYTICS
Do you know if your client opened your proposal? How much time have they spent on the pricing page? Have they opened your portfolio section?
Quote Roller’s in-proposal analytics allow you all that and more. Get instant notifications when your clients open proposals for more efficient follow-up, to improve your proposals based on past performance, and to increase your win rate.

EDITOR
Quote Roller’s online editor will speed proposal creation and automate things, so creating proposals can be fun again. Quote Roller’s content library of reusable content blocks makes you faster, the drag-n-drop editor is easy to use, and the pricing tables with optional items are flexible, all giving you more time to talk business.

PROPOSALS
Impress your clients with Quote Roller’s state-of-the-art proposals. Add interactive content, like videos, flash, picture galleries and anything your creative mind thinks of. Then, let your clients comment on your proposals.
Quote Roller proposals come in two flavours, web and PDF. Online proposals come with built-in analytics, digital signature and are just one click away from being accepted.

DASHBOARD
Take control over your sales with Quote Roller’s extensive Dashboard. Quote Roller’s Dashboard allows you to track deals in the pipeline, follow up, and plan business activities. Track proposal comments, performance of your proposals, and win rate at a single location, while keeping an eye on your sales team.

Customer Reviews
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Quote Roller’s completely changed the way we do business. We’re able to sell a really packaged proposal. A package that really looks good from start to finish that really sells Honey Agency, rather than desktop applications that lend themselves to a lot of mistakes.

MEGHAN PHILLIPS - Owner of The Honey Agency

Quote Roller allows us to spend less time getting a project approved and more time actually working on the project. We get to see statistics of what parts of the proposal clients are spending the most time. My favorite feature of Quote Roller is that clients can approve digitally. It has doubled our proposal approval rate and ensured we get a signed proposal before we start work.

ALEXA ROMAN - Digital Project Manager with Kluge Interactive

Quote Roller streamlined our proposal process substantially. What would have taken 1-2 hours, now takes 10 minutes. Beyond saving time, Quote Roller records and calculates all the important business metrics such as close rate, open/active proposals, proposals by user, etc. Our sales staff loves that it syncs with our CRM system so they don’t have to re-type everything.

CREATIVE TEAM of digital marketers from Web Talent Marketing

We started to become really slow on our quoting process. My guys were the whole day at their stations instead of being with the customer in meetings. We became fast and responsive again. We went from sending an average of eight technical quotes a day to now sending 14.

RAÚL ARANGUIZ - Head of Product /CEO at Purplu

Quote Roller is a lifesaver if you send proposals or quotes as part of your business. The application allows your business to send a higher volume of proposals faster than ever before, and it keeps your company’s messaging consistent across multiple proposals and multiple users.

SCOTT WOLFE - CEO at Zlien
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