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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Introducing a comprehensive software solution for proposals, contracts, and quoting that streamlines your sales process. Our innovative online quoting system serves as the ultimate tool for automating documents, enhancing your CRM capabilities, and equipping you with everything necessary to convert leads into loyal customers. There's no need to juggle between various applications such as word processors, CPQ tools, eSignature solutions, and follow-up emails anymore. With Quote Roller, you can effortlessly generate sales documents, utilize dynamic quoting features, obtain electronic signatures, and refine your sales operations simultaneously. Experience a remarkable 35% increase in your team's productivity. By removing repetitive tasks associated with sales quotes and replacing outdated PDF proposals, Quote Roller enables your representatives to finalize deals more swiftly. You can save valuable time—at least one hour per document and several hours on each deal. The automated manager review system streamlines the approval process, while locked content ensures compliance with marketing, accounting, and legal standards. Now, you can rely on consistent and professional sales quotes and business proposals without fail, ensuring a seamless experience for both your team and clients.

Description

Salesbook is an all-encompassing sales platform and methodology designed to enhance and automate the workflow of sales professionals, leading to a boost in their productivity by as much as 50%. We optimize the complete direct sales journey, which includes engaging clients, presenting offers, utilizing CRM tools, and generating comprehensive reporting data that aids in decision-making. By integrating automation, advanced analytics, and artificial intelligence into traditional sales methods, we significantly improve effectiveness while allowing sales representatives to reclaim valuable time. Our successful operations span across various sectors, including energy, automotive, and insurance. The application has already gained traction with over 50,000 salespeople and managers globally, featuring prominent companies like OVB, Fortum, and Orange among its users. Additionally, our company has received multiple accolades on the international stage, underscoring our commitment to excellence in sales innovation.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

No images available

Integrations

ActiveCampaign Yes 
Bitium Yes 
Capsule Yes 
Constant Contact Lead Gen & CRM Yes 
Cyfe Yes 
FreeAgent Yes 
Google Drive Yes 
Insightly Yes 
LeadMaster Yes 
Microsoft Dynamics 365 No 
Nimble Yes 
Pipedrive Yes 
Saasu Yes 
VisitorTrack Yes 
Wufoo Yes 
Xero Yes 

Integrations

ActiveCampaign No 
Bitium No 
Capsule No 
Constant Contact Lead Gen & CRM No 
Cyfe No 
FreeAgent No 
Google Drive No 
Insightly No 
LeadMaster No 
Microsoft Dynamics 365 Yes 
Nimble No 
Pipedrive No 
Saasu No 
VisitorTrack No 
Wufoo No 
Xero No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$10/month/user
START
Organize your first sales department and basic sales processes.
$10/month/user

BASE
Scale your sales department with all the capabilities of CRM systems and sales applications.
$20/month/user

PRO
Equip your salespeople with the iPad application and change customer meetings forever.
$30/month/user

ENTERPRISE
Full freedom. Use all Salesbook functions, order dedicated solutions and benefit from our personalized support.
*Ask about price
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

PandaDoc

Founded

2011

Country

United States

Website

www.quoteroller.com

Vendor Details

Company Name

Salesbook

Founded

2016

Country

Poland

Website

www.salesbook.com

Product Features

CPQ

2D Drawing No 
3D Modeling No 
Approval Workflow No 
Guided Selling No 
Product Configurator No 
Proposal Generation No 
Quotes / Estimates No 
Renewal Management No 
Self Service Portal No 
eCommerce No 

Proposal Management

Automatic Formatting No 
Calendar Management No 
Collaboration No 
Contact Management No 
Content Repository No 
Document Management No 
Electronic Signature No 
Knowledge Library No 
Pipeline Management No 
RFP Management No 
Requirements Management No 
Revision Management No 
Task Management No 
Templates No 
Version Control No 

Quoting

Automated Quoting No 
Catalog Management No 
Client Portal No 
Contact Management No 
Customer Accounts No 
Customizable Branding No 
Discount Management No 
Forms Creation No 
Pricing Management No 
Product Configurator No 
Proposal Management No 

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration No 
Task Management Yes 
Territory Management Yes 

Sales Enablement

Collaboration Yes 
Contact Management Yes 
Content Management Yes 
Document Management Yes 
Goals / Quota Management Yes 
Lead Management Yes 
Meeting Management Yes 
Performance Management Yes 
Presentation Management Yes 
Proposal Management Yes 
Territory Management No 
Training Management Yes 

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