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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 By removing repetitive tasks associated with sales quotes and replacing outdated PDF proposals, Quote Roller enables your representatives to finalize deals more swiftly.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
There is a superior method for transmitting your critical strategic documents beyond just attachments or shared drives! Streamline the process of creating and sharing files—such as contracts and quotes—and eliminate the hassle of cumbersome emails and attachments while ensuring that your most sensitive documents are delivered securely. You can send and share all your files with your contacts from a centralized, organized space that keeps everything in one place. Easily manage your documents by adding, deleting, or replacing them with just a few clicks, enhancing your relationship with customers, prospects, and partners in the process. With our innovative lead scoring system powered by a predictive machine learning algorithm, you can quickly assess and qualify your contacts based on their interest levels. Additionally, utilize Tilkee's lead scoring to determine the next best action, whether automated or manual, thereby boosting your operational efficiency and increasing profitability. This approach not only simplifies document management but also fosters stronger connections with your network.
API Access
Has API
No
API Access
Has API
No
Integrations
Wufoo
Yes
Adobe Marketo Engage
No
Bitium
Yes
Cyfe
Yes
Gmail
No
Google Drive
Yes
Insightly
Yes
Mailchimp
No
Microsoft Outlook
No
Nimble
Yes
Integrations
Wufoo
Yes
Adobe Marketo Engage
Yes
Bitium
No
Cyfe
No
Gmail
Yes
Google Drive
No
Insightly
No
Mailchimp
Yes
Microsoft Outlook
Yes
Nimble
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$19 per user per month
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
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
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
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
PandaDoc
Founded
2011
Country
United States
Website
www.quoteroller.com
Vendor Details
Company Name
Tilkee
Founded
2013
Country
France
Website
www.tilkee.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
Proposal Management
Automatic Formatting
No
Calendar Management
No
Collaboration
Yes
Contact Management
No
Content Repository
Yes
Document Management
Yes
Electronic Signature
Yes
Knowledge Library
Yes
Pipeline Management
No
RFP Management
No
Requirements Management
No
Revision Management
No
Task Management
No
Templates
Yes
Version Control
No
Sales Content Management
Audio / Video Recording
No
Audio File Management
No
Branded Sales Content
No
Centralized Sales Content Repository
No
Collaboration Tools
No
Content Recommendations
No
Email Management
No
Engagement Analytics
No
Interaction Tracking
No
Personalization
No
Sales Partner Management
No
Sales Training / Onboarding
No
Video File Management
No
