Do you always have to copy paste your proposals for various clients? Why not implement a tool that has the template already done for you? Quote Roller is an essential tool to have you personalize each proposal as well as fast delivery. Quote Roller also allows you to keep your terms and conditions as a template for their quick proposal tools, saving you time and making sure that you do not forget anything. You could pick from any of their website templates in order to make it seem like you have spent hours on it. You can have a decent proposal ready in just minutes with Quote Roller.
Tired of pricing proposals every time you get a new client? Quote Roller allows you to save your pricing history for each type of proposal, so that you can pick a price and immediately show it to your client. It also implements a drag-and-drop tool which allows you to carry things out even faster. With the drag-and-drop tool you can either send web or PDF proposals, allowing the client to accept your proposal online. When you send in your proposals, you can check the status without even notifying your clients because you will know when they open, make comments and accept them.
As far as their website goes, Quote Roller is very neat, easy to navigate and they even provide a tour so that you know more about their online features as well as new applications from Quote Roller. They also provide videos on different areas of their services in order to explain how this web application works. As far as pricing goes, Quote Roller has a free service as well as other services which range from $8.99 to $69.99. You can also try the free service for one month so that you can see if you like the service and then browse through the priced services to see which fits you best. If you simply need to try out the priced plans first, you can try them out, free of charge, for the first 30 days. After the 30 days pass, you will be billed for the next month.
The era of the yearly contracts is over. Every plan is month-to-month so that it is easy for you to cancel if you are not satisfied with this service. You are also able to pay annually or monthly if you prefer. If you are not satisfied with the plan that you have, you can upgrade or downgrade your service at any time, giving you the flexibility to choose. Payment options include Paypal and credit cards, which are safe and easy payments.
If data protection is important to you, then you can easily back up your files on the website while the website implements security procedures to protect it. If you have more than 10 users in your company account, you can ask for the unlimited usage plans which provide discounts and other features available just for corporate clients. Make sure to contact them if you have any questions, whether you try via email or their phone number on their website. Quote Roller also implements programs like FreshBooks, Basecamp, Capsule and Highrise. If you already have your accounts on any of these websites, you can easily import your data onto this great service. Quote Roller proposal software allows you to make your life easier and provide efficiency measures for your company. Trying out their services is free and there is simply nothing to lose. Lose those programs that are just not working for you and try something that may change your life.
Have a look at fine Proposal Templates by Quote Roller.
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Great post! I’d add that we also got esignature implemented so that your cients can sign proposals online