Name: QuoteRobot
Rating: 10 (1 reviews)
Author: QuoteRobot

Help Desk

Web and Video Conferencing

Customer Support

Agile Development

Changelog

Mind Mapping

Service Mesh

Text Editors

Development

Business Intelligence (BI)

Collaboration

Corporate Social Responsibility (CSR)

Desktop Publishing

Diagramming

Enterprise Feedback Management

Interactive Voice Response (IVR)

Smart Spaces

Enterprise

Accounting

Payment Hubs

Finance and Accounting

360 Degree Feedback Software

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Application Delivery Controllers (ADC)

Bot Mitigation

Cloud Storage

Data Center Power

Data Virtualization

Endpoint Security

File Sync and Share

Fraud Detection

Governance, Risk & Compliance

HTML Editors

IT Operations Analytics

Integration Platform as a Service (iPaaS)

Network Operating Systems

Network Performance Monitoring

Network Troubleshooting

Object Storage

Routers

Smart Contracts

Storage Area Network

Information Technology

A/B Testing

Account-Based Marketing (ABM)

Ad Serving & Retargeting

All-in-One Marketing

Contact Center

Content Management

Email Marketing

IP Geolocation

Marketing Automation

Social Login

Social Media Management

Survey & Forms Building

Translation

Web Analytics

Marketing

Project Management

Professional Services

Cross-Border eCommerce

Customer Relationship Management (CRM)

Headless eCommerce

Intelligent Virtual Assistant

Sales Acceleration

Sales

Data Loss Prevention

Database Security

Security

Building Information Modeling (BIM)

Fleet Maintenance

Homeowner's Association (HOA) Management

Hotel Management

Law Practice Management

Online Fax

Public Transportation

Vertical-Specific

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Proposal Management and Production System (PMAPS)

Proposal Software

QuoteRobot is a sales proposal automation software solution offered by QuoteRobot.

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

Business

Silver

Gold

Free

Bronze

Jotform

QuoteRobot

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

Proposal

Proposal Creation & Organization

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

Proposal branding

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

Proposal templates

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

Proposal content library updates

Users can update saved proposal language and standard proposal content.

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.

Searchable proposal database

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

Proposal Collaboration & Workflow

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

RFP management & response

Proposals can be created based on RFPs received.

Proposal collaboration & approval

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

User permissions/proposal editing controls

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

Sales proposal workflow

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.

Proposal automation user interface

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

Proposal Delivery

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

Proposal distribution

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.

Interactive proposals

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

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

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QuoteRobot

Overview

What is QuoteRobot?