Average Ratings 0 Ratings
Average Ratings 0 Ratings
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 By removing repetitive tasks associated with sales quotes and replacing outdated PDF proposals, Quote Roller enables your representatives to finalize deals more swiftly.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
TurboQuote is an integrated Configure, Price, Quote (CPQ) solution within the TurboDocx platform, designed to help sales teams swiftly generate precise and professional quotes by merging product configuration, pricing management, and document creation into one seamless workflow. This solution empowers users to oversee product catalogs, incorporating configurable options, bundles, and dependency rules to ensure that only valid combinations of products are available during the quoting phase. It features price books that accommodate various pricing structures tailored to different customer segments, geographic regions, or sales channels, automatically applying the appropriate pricing to each quote, which significantly minimizes manual calculations and potential errors. Once the configuration is complete, quotes can be rapidly produced as branded PDF documents, ensuring a uniform and professional appearance across all sales documentation. Additionally, TurboQuote enhances efficiency by fully integrating with document automation and e-signature tools found in TurboDocx, thereby streamlining the entire process from quote to proposal. This integration not only saves time but also helps maintain a high level of accuracy throughout the sales process.
API Access
Has API
No
API Access
Has API
Yes
Integrations
ActiveCampaign
Yes
Bitium
Yes
Capsule
Yes
Constant Contact Lead Gen & CRM
Yes
Cyfe
Yes
FreeAgent
Yes
Google Drive
Yes
Insightly
Yes
LeadMaster
Yes
Nimble
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
Nimble
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$10 per month
Free Trial
Yes
Free Version
Yes
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
No
iPad App
No
Android App
No
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
No
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
TurboDocx
Founded
2022
Country
United States
Website
www.turbodocx.com/products/turboquote
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
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
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