Quote Roller (discontinued) vs. SnapSurveys

Quote Roller could be used by every sales person and account manager either selling or upselling to clients. It makes the process of putting together an extremely detailed and formal proposal extremely easy. It has saved me an unbelievable amount of time and continually impresses prospective clients. It's helped me send proposals extremely quickly, tweak proposals that I've already sent and then monitor the proposals that I've sent out

I think it is very important to go through their training videos and user guides. Devote the time to learning it correctly from the beginning. In the long run you will enjoy it much more than plowing right into it and then trying to find out if you did it right. Also, while you are not required to buy the annual maintenance contract, I think if you are going to use the program, don't skimp, buy the annual maintenance contract. The free technical support is necessary, especially when you are up against deadlines.

• It is extremely user friendly and contains everything needed to send professional quotes.
• The saving of companies' details is extremely helpful for follow up quotes.
• The line items (in Pricing) and saving certain quotes as templates is extremely helpful.
• The analytics, in seeing how many proposals were accepted vs those declined etc is great.
• The follow up option with proposals that have been sent but not read or responded to is amazing (This has lead to me closing many proposals).

• The training helped me to customize surveys for the different departments that the office of IR served.
• Surveys were easy to create and gathering information was made easy because SnapsSurveys worked well with SPSS.
• Once surveys were created I could scan them and have the results to my boss in less than an hour depending on the size of the survey group.
• Snaps customer service reps were always willing to help.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• It doesn't save on-the-fly meaning that if I click back by accident I lose all changes that I've made.
• It's difficult to add PDFs to the actual quote (inside of the sections) as they only get added as items to be downloaded.
• There aren't many tutorials on how to be more efficient at creating templates etc. I had to figure it all out myself.

• Though the user interface is easy to navigate, it would be nice to see is design updated to something more aesthetically pleasing.

The main reason we will renew is that it does the job, it supports our system, and we have budgeted for it so why change?

I think as an organization there is always room to grow, however, this application has really helped us with our dilemma with offline, online, and paper surveys. We are able to make our surveys fun and engaging and the interface for the person creating the survey is user-friendly. Customer service is very helpful if you need additional support.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

It is an in between option. The options we evaluated were Qualtrics and SurveyGizmo. It's cheaper than Qualtrics and easier to design surveys than SurveyGizmo. Nonetheless it's not the worst option out there like SurveyMonkey.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• It has helped companies see that we are professional in how we quote.
• It has saved our workers an unbelievable amount of time in putting together proposals.
• We've been able to monitor the exact amount of proposals that were accepted or declined and then draw deductions from the data.

• Using a professional survey package enhances my reputation as a research professional.
• I have been able to use the software's functionality to exceed my clients expectations.