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Quote Roller

Online Proposal Management Tool

Published 04/15/2013 and rated Ratingstars5 5 out of 5 stars
by Shel Gatto
What can you use the app for?

Quote Roller is an online quote tool for professionals. Users can create proposals that look clean and professional. The application lets users automate the proposal building templates. Each template can include custom text and layouts along with videos for an enhanced client experience. The user can add as many or as few sections as they want. The application utilizes a drag and drop system that streamlines the template building process. Built in analytics shows the user what areas are getting the most attention from clients. Simple stats and pie graphs reveal individual actions so the user can see how much time their client is spending on each area. Digital signature tools are also built in so everything can be handled online without printing and faxing.

Quote Roller screenshot
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What is the history and popularity of the app?

Quote Roller was founded in January of 2011. The application provides valuable quote management tools that are not easy to find elsewhere. So far, the service has drawn significant attention from users and reviewers. Many have shared glowing complements, primarily because of the numerous features that bring together sales and accounting. Many individual professionals and businesses have found that Quote Roller saves time and improves the way they manage clients.

What are the differences to other apps?

There are many ways to build a proposal, but few are as convenient as Quote Roller. The application goes the extra mile by introducing unique tracking features, such as the ability to see what areas clients are focusing on as well as overall statistics. Users can create templates, build a service and product catalog and apply pre-made themes to their document.

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How does the web app look and feel to use?

Quote Roller looks just as good as it sounds. The service is made even better with a modern interface that is neatly organized. Users can quickly reference stats and gather information without paging through spreadsheets. The templates are mostly drag and drop, which makes Quote Roller a great choice for anyone who isn’t computer savvy. The process takes minimal time primarily because Quote Roller has produced a user friendly interface that provides quick access to all the necessities with minimal hassle.

How does the registration process work?

New users can get started by clicking the orange “Sign Up” button in the top, right hand corner of the Quote Roller homepage. The user is presented with a pop up form that asks for a first and last name, email address, password, company name and optional promo code. The user is automatically given access to a 14 day free trial account.

What does it cost to use the application?

Quote Roller offers three subscription options to its user. The first is a Basic plan which costs $14.99 per month and includes unlimited proposals, e signature features, access to statistics and iPhone support. The Professional plan costs $19.99 per month and includes analytics and a content library. The Enterprise plan costs $29.99 per month and includes custom domain branding, template and design assistance and SalesForce and SugarCRM integration.

Who would you recommend the application to?

Quote Roller is a great tool for serious professionals. The application streamlines the quote building process and goes further with detailed management and analytics tools. Users can choose from one of three reasonably priced subscriptions, which include unlimited monthly proposals. The service is easy for anyone to learn and comes with a number of unique additions.

  • Build templates for custom proposals
  • Establish a catalog of products and services
  • Add client details for quick reference
  • Send online or PDF versions of proposals
  • Track client activity with notifications

Quote Roller video

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Quote Roller contact details

Telephone: 775-979-5505

Quote Roller pricing

FREE - Permanently free version
Cheapest plan (per month) : $14.99
(1 team member, 3 custom templates, 15 proposals per month, 100 MB storage)
Most expensive plan (per month) : $29.99
(5 team members, unlimited custom templates, unlimited proposals per month, 1 GB storage)
Free storage space (mb): 30

Mobile versions

Iphone app

Iphone app




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