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Quote Roller (discontinued)

Score10 out of 10

6 Reviews and Ratings

What is Quote Roller (discontinued)?

Quote Roller was a sales proposal automation software solution, now superseded by PandaDoc. Quote Roller is no longer available.

Categories & Use Cases

Key Features

Learn about the best (and worst!) features Quote Roller (discontinued) has to offer, as determined by TrustRadius' reviewers.
Based on 6 ratings of Quote Roller (discontinued)'s features
View all features

Top Performing Features

  • Proposal branding

    Allows users to create branding rules and/or scan proposals for brand compliance.

    Category average: 8.4

  • Proposal templates

    Allows users to utilize proposal templates for standard proposal layouts, with variable fields.

    Category average: 8.1

  • Proposal content library updates

    Users can update saved proposal language and standard proposal content.

    Category average: 7.6

Areas for Improvement

  • Guided proposal creation

    A proposal authoring wizard, question flow, recommendations, or other elements guide salespeople in authoring proposals based on the particulars of the deal.

    Category average: 7.8

  • User permissions/proposal editing controls

    Users can set appropriate, granular controls over who can view vs. edit elements of proposals.

    Category average: 7.2

  • Proposal content tracking

    Reporting & analytics around proposal content engagement and performance, e.g. what content clients spend time reading, and what content makes for a successful deal

    Category average: 8