What is Quote Roller?

Quote Roller, now integrated into PandaDoc, is a powerful agreement management solution designed to streamline the creation, management, tracking, and signing of important documents. It is particularly beneficial for sales teams, project managers, and businesses that require efficient documentation processes. By providing a comprehensive platform for document management, Quote Roller allows users to create professional proposals, contracts, and invoices that not only capture attention but also facilitate faster closing of deals.

Features

Quote Roller comes packed with a variety of features that enhance the document workflow for businesses of all sizes. Here are some of the key features:

1. Document Creation

• Drag-and-Drop Editor: Users can easily generate custom agreements tailored to their specific audience and workflow. The intuitive drag-and-drop editor simplifies the process of adding text, images, and other elements to documents.
• Smart Content: This feature allows the inclusion of dynamic content that can be customized based on the recipient, ensuring that each proposal is relevant and engaging.

2. Collaboration Tools

• Real-Time Collaboration: Multiple users can collaborate on the same document simultaneously, allowing for real-time redlining, comments, and approvals. This feature enhances team communication and reduces the time spent on revisions.
• Workspaces: Dedicated rooms for projects enable teams to work together efficiently, keeping all related documents and discussions in one place.

3. Automation

• CRM Integrations: Quote Roller integrates seamlessly with popular Customer Relationship Management (CRM) systems, enabling users to pull data directly into their documents and automate repetitive tasks.
• Embeddable API: Developers can utilize the API to create custom integrations that fit their specific business needs, allowing for further automation and efficiency in document workflows.

4. E-Signature Capabilities

• Flexible Signing Options: Users can capture signatures electronically, determine the signing order, verify recipient identities, and even set up signing groups. This flexibility enhances the signing process and ensures compliance.
• Notarization: The platform also supports notarization of documents, adding an extra layer of security and authenticity.

5. Document Tracking and Analytics

• Audit Trail: Every document created through Quote Roller has a complete audit trail, allowing users to track changes, approvals, and interactions.
• User Activity Reports: Businesses can monitor user activity and document performance, providing valuable insights into how proposals and contracts are being received and engaged with.

6. Payment Integration

• Embedded Payment Gateways: Users can easily embed trusted payment gateways within invoices and bills, allowing clients to make payments with just a few clicks. This feature streamlines the payment process and improves cash flow.

7. Security and Compliance

• Compliance Standards: Quote Roller adheres to strict compliance standards, including E-SIGN, UETA, HIPAA, and SOC 2 certification, ensuring that all documents are secure and legally binding.
• Single Sign-On (SSO): Enhanced security features, such as SSO and granular permissions for documents and workspaces, protect sensitive information.

Use Cases

Quote Roller is versatile and can be utilized across various industries and business functions. Here are some common use cases:

1. Sales Proposals

Sales teams can use Quote Roller to create visually appealing and personalized sales proposals that capture potential clients' attention. The ability to collaborate in real-time ensures that all stakeholders can contribute to the proposal, increasing the chances of closing deals.

2. Contract Management

Legal teams can benefit from Quote Roller by streamlining the contract creation and approval process. The platform's audit trail and e-signature capabilities ensure that contracts are managed efficiently and securely.

3. Invoicing

Businesses can generate invoices quickly and easily using Quote Roller. The embedded payment options allow clients to pay invoices promptly, improving cash flow and reducing the time spent on follow-ups.

4. Project Management

Project managers can utilize Quote Roller to create project proposals and agreements, ensuring that all project details are clearly outlined and agreed upon by all parties involved.

5. Marketing Proposals

Marketing agencies can create tailored proposals for clients, showcasing their services and strategies. The ability to track document engagement allows agencies to understand client interests better.

Pricing

Quote Roller offers a free 14-day trial with no credit card required, allowing users to explore the platform's features before committing to a subscription. While specific pricing details may vary, PandaDoc typically provides several subscription tiers to cater to different business needs. These tiers often include:

• Basic Plan: Ideal for small teams, offering essential features for document creation and management.
• Professional Plan: Designed for growing businesses, including advanced features such as CRM integrations and analytics.
• Enterprise Plan: Tailored for large organizations, offering custom solutions, dedicated support, and enhanced security features.

For the most accurate pricing information, users should check the official website or contact the sales team directly.

Comparison with Other Tools

When comparing Quote Roller to other document management solutions, several unique selling points stand out:

1. Comprehensive Solution

Unlike many competitors, Quote Roller offers a complete agreement management solution that covers the entire document lifecycle—from creation to signature and payment. This end-to-end functionality sets it apart from tools that only focus on one aspect of document management.

2. Real-Time Collaboration

Quote Roller’s real-time collaboration features allow multiple users to work on a document simultaneously. This capability is often lacking in other tools, which may require users to send documents back and forth for revisions.

3. Automation Capabilities

The integration with various CRM systems and the availability of an embeddable API make Quote Roller a more automated solution compared to competitors. This automation reduces manual tasks and streamlines workflows significantly.

4. Strong Security Features

With compliance to E-SIGN, UETA, HIPAA, and SOC 2 standards, Quote Roller prioritizes security and legal compliance, making it a trustworthy choice for businesses that handle sensitive information.

5. Customization Options

The flexibility of the drag-and-drop editor and the ability to create tailored documents make Quote Roller a more customizable solution compared to other tools that offer limited template options.

FAQ

1. What types of documents can I create with Quote Roller?

You can create a variety of documents, including sales proposals, contracts, invoices, and marketing materials. The platform is designed to accommodate different types of agreements tailored to your specific needs.

2. Is there a mobile app available for Quote Roller?

While the platform is primarily web-based, it is optimized for mobile use. Users can access their documents and collaborate on the go through a mobile browser.

3. Can I integrate Quote Roller with my existing CRM?

Yes, Quote Roller offers integration with multiple CRM systems, allowing you to pull data directly into your documents and automate workflows.

4. Is my data secure with Quote Roller?

Absolutely. Quote Roller adheres to strict security and compliance standards, including E-SIGN, UETA, HIPAA, and SOC 2 certification, ensuring that your data is safe and secure.

5. What kind of support is available for users?

Quote Roller offers various support options, including a help center, live chat, and personalized demos. Users can reach out to the support team for assistance with any questions or issues they may encounter.

6. Can I try Quote Roller before purchasing?

Yes, Quote Roller provides a free 14-day trial with no credit card required, allowing you to explore the platform's features and determine if it meets your business needs.

In conclusion, Quote Roller (now part of PandaDoc) is a robust tool that simplifies the document management process for businesses. With its comprehensive features, real-time collaboration, and strong security measures, it stands out as a top choice for organizations looking to improve their proposal and agreement workflows.