Name: Quote Roller (discontinued)
Price: 9 USD
Rating: 10 (6 reviews)
Author: Discontinued Products

Help Desk

Web and Video Conferencing

Customer Support

JavaScript Frameworks

Development

Student Management

Education

Board Management

Business Intelligence (BI)

Collaboration

Data Discovery and Visualization

Enterprise Generative AI

Policy Management

Enterprise

Accounting

Anti-Money Laundering (AML)

Invoicing

Nonprofit Accounting

Payment Hubs

Subscription Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Corporate Volunteering

HR Management

Payroll

Recruitment Agency

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Authorization

Cloud Cost Management

Cloud Migration

Cloud Storage

Computerized Maintenance Management Systems (CMMS)

Data Mapping

Firewall Security Management

Fraud Detection

IT Infrastructure Monitoring

IT Operations Analytics

Integration Platform as a Service (iPaaS)

Managed IT Service

Network Performance Monitoring

Network Troubleshooting

Platform-as-a-Service (PaaS)

Product Implementation Services

Smart Contracts

Tape Storage

Technology Business Management

Workload Automation

Information Technology

A/B Testing

Account-Based Marketing (ABM)

Ad Serving & Retargeting

All-in-One Marketing

Appointment Scheduling

Audio Editing

Brand Intelligence

Content Management

Email Marketing

IP Geolocation

Marketing Automation

Social Media Management

Survey & Forms Building

Virtual Event

Web Analytics

Marketing

Project Management

Professional Services

Cross-Border eCommerce

Customer Relationship Management (CRM)

Headless eCommerce

Intelligent Virtual Assistant

Lead Generation Services

Lead-to-Account Matching and Routing

Sales Acceleration

Sales

Cloud Access Security Brokers

Database Security

Security

Civil Engineering

Hotel Management

Pharmacy

Vertical-Specific

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Proposal Management and Production System (PMAPS)

Proposal Software

Quote Roller was a sales proposal automation software solution, now superseded by PandaDoc.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

Individual

Business

PandaDoc headquartered in San Francisco offers their eponymous electronic signature platform for sales teams, containing sales proposal automation and CPQ (configure, price, quote) features, and integration with CRMs.

Starter

Silver

Gold

Free

Bronze

Jotform

Quote Roller (discontinued)

Application for automating construction of sales proposals and/or scanning content for ambiguous or non-compliant language

Proposal

Likelihood to Recommend

Proposal Creation & Organization

Proposal Collaboration & Workflow

Proposal Delivery

Proposal branding

Proposal templates

Proposal content library updates

Guided proposal creation

Searchable proposal database

RFP management & response

Proposal collaboration & approval

User permissions/proposal editing controls

Sales proposal workflow

Proposal automation user interface

Proposal distribution

Interactive proposals

Proposal content tracking

Discontinued Products

Features related to creating new proposals and saving proposals, including re-using portions of prior proposals.

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

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

Users can update saved proposal language and standard proposal content.

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

Proposals are organized in a central repository; users can easily locate proposals within the database.

Features related to collaborating on proposals and automating proposal workflows, from creation to editing and approval.

Proposals can be created based on RFPs received.

Users can review and revise proposals in a collaborative fashion; may include versioning and/or automated approval workflows.

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

Proposals fit conveniently into the sales workflow on both ends (coordinating content to create proposals,  and moving from proposals to contracts/revenue); proposal automation improves sales efficiency.

User interface for setting up proposal automation is user friendly and easy to navigate.

Features related to the distribution of proposals to clients and client interactions with proposals.

Options for providing proposals to clients are robust and convenient. May include hard copies, electronic files (PDF, Word, RTF, HTML), or online proposals via links to custom URLs.

Proposals are actionable; clients can select between options, choose from multiple agreements, upsell themselves by selecting add-ons, and/or sign agreements electronically.

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

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Quote Roller (discontinued)

Overview

What is Quote Roller (discontinued)?