QuoteRoller
Provides proposal software with smart document automation for sales. It features document assembly, configure price quote, accurate proposal builder, electronic deal room, built-in analytics, real-time commenting, margin and cost calculations, workflow automation, and more. It offers various third-party integrations, including Salesforce, Pipedrive, Nutshell, Insightly, Capsule CRM, Zoho CRM, Harvest, Basecamp, Box, Nimble, and OnePageCRM.
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Top QuoteRoller Features
- Customizable document templates
- Error-free quote generation
- Personalized deal rooms
- Recipient-specific document adaptation
- Workflow automation
- Simplified internal approvals
- Inter-departmental content distribution
- User interaction insights
- Real-time document collaboration
- Audit trail for documents
- Integrated payment gateways
- E-signature verification options
- Signature order management
- Robust API for custom integrations
- CPQ for pricing strategies
- Smart content utilization
- Document tracking and analytics
- Secure HIPAA compliance
- Single sign-on (SSO) functionality
- Advanced automation features
