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Quoteroller – Create, Track and Send Proposals

Posted by Marcus Zillman

Quoteroller – Create, Track and Send Proposals

Quoteroller automates proposal creation and tracks and notifies. Features include: a) Send and Manage Proposal Online: Super easy to use, Quote Roller saves you time and helps to close deals faster. You will find that creating proposals is a fun and enjoyable process; b) Stay Informed: Know the instant a client opens a proposal. Track clients’ activity, get instant notifications and react immediately. Quote Roller will help you to convert your leads into orders; c) Accept, Discuss, Collaborate: Allow clients to instantly accept created proposals. Discuss any questions clients have directly in the system. Enable team work on proposals you create; d) Catalog of Products and Services: Organize products, services and subscriptions into a catalog and reuse items from the catalog in your proposal. Didn’t think creating a pricing table was so simple? Watch the video; and e) Use Proposal Templates: Having difficulties drawing up a proposal? Find a proposal template in our extensive community library. Share your templates with others in one click. This has been added to the tools section of Research Resources Subject Tracer™ Information Blog.

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