Proven success with over 3,000 companies
across a variety of industries

Digital Creative Designers: Quote Roller lets you create breathtaking quotes, proposals, and contracts!

You are a creative and digital business. Why shouldn’t your business documents represent that? Ditch those stagnant, copy/pasted Word proposals. Save time creating dynamic, multimedia-rich documents that create a compelling, visual argument to persuade your clients to sign!

PB Web Development
Australia, Quote Rollers since April 2013
case-study-photo Peter Bui co-founder
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Quote Roller really has completely changed the way that we do proposals at PB Web Development and has streamlined that process. Cutting down on the amount of time required and needed to create, send and track proposals has been amazing for the business. We can clearly see what is working and what isn’t. We can celebrate the percentage of wins and look at creating that better conversion rate on our proposals so we always get the jobs that we want…

We can use Quote Roller to track our leads via HighRise, a simple customer relationship management solution. When we win a proposal and the client accepts we can also invoice the client directly via FreshBooks or Xero to do our billing and invoicing. It just doesn’t get any easier than that.

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Navitas Design
UK, Quote Rollers since November 2013
case-study-photo Joff Cheney co-founder
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This great tool has helped us write professional looking quotes that we can amend to suit any of our clients whether they are looking for a simple hosting package or a Bespoke website. With the help of the forum page we have made our quotes simple to read and understand with all the basic information easy to find. One of the biggest tools for me has been the ability to integrate Quote Roller with our CRM and accounting packages meaning that all the people in the organization can see who has been quoted what and by whom.

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WebSEOlogy
USA, Quote Rollers since May 2013
case-study-photo Summer Mote co-founder
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QR has literally closed deals for me! I think people are really impressed with the timeliness I am able to send my proposals and the professionalism of these proposals. I also think they like being able to keep everything digital – as it should be for a digital company like mine… It is super simple, easily customizable and is just a great way to keep track of one of the most important things in business – closing deals!

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Financial Services: Quote Roller integrates with all your favorite accounting apps, allowing you to send professional proposals in minutes!

If your financial services company is still relying on spreadsheets saved to your harddrive, you are wasting valuable time serving current clients, when you could do it all in the cloud, spend more time growing your business, while still providing reliably great service. That’s why Quote Roller not only helps you close more deals faster by helping you creating convincing business proposals, we make it a priority to integrate with the tools you are using already. Quote Roller seamlessly integrates with QuickBooks, Xero, SageOne, FreeAgent, Freshbooks, Saasu, and Harvest, among our 35+ integration partners. We help your small firm serve other small businesses quickly and on the go.

Coleman Bradshaw Accountants & Cloud-Based Business Advisors
UK, Quote Rollers since March 2013
case-study-photo Scott Bradshaw Founder and CEO
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We’ve been using Quote Roller for about a year now and we’ve used it to attract some really great new clients who were bowled over by our professional online proposals. Even the few who chose not to proceed with us made a point of saying how impressed they were with the proposal. And by providing the proposal to our clients online, it’s there immediately with no postal delays, and they can accept the proposal with an e-signature at the click of a button.

I can’t believe we used to send these out by post and ask our prospects to go through the hassle of posting a form back to us using a pen a stamp and an envelope! So in addition to the impressive stat of improving our conversion rate by 50%, it’s also great to see that the average time from initial meeting to proposal accepted has reduced from 23 days to just 6!

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LiveCA, Canada’s first online accounting firm
Canada, Quote Rollers since April 2013
case-study-photo Joff Cheney Founder
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We’re all about saving time and Quote Roller helps us get an awesome looking proposal out in minutes! It’s become a central part of our onboarding process whenever we sign up a new client. Once the proposal is signed in Quote Roller, we welcome them aboard and get the ball rolling. 30 accepted proposals in 2 weeks! Delightful, no?

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Zlien
USA, Quote Rollers since March 2012
case-study-photo Scott Wolfe co-founder
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Two huge improvements: We get out more proposals, which means we reach more customers; and we convert better. Quote Roller is a life saver if you send proposals or quotes as part of your business. The application allows your business to send a higher volume of proposals faster than ever before, and it keeps your company’s messaging consistent across multiple proposals and multiple users. You’re at a terrible disadvantage if you’re not using Quote Roller to manage and send your proposals, because not using this application means you are making too many mistakes and spending too long with every proposal you send.

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Manufacturing & Construction: close deals faster with Quote Roller, saving time and getting them electronically signed!

Since the global housing bubble burst, more and more companies are bidding on fewer projects. Your next business proposal has to stand out from the crowd. Quote Roller saves you more time creating stand-out professional proposals that can include beautiful visual examples of your completed projects and products. Then, arm yourself against objections, knowing what your prospect is looking at, timing and planning your followup with Quote Roller’s insightful secret weapon.

Top 3 reasons* our manufacturing & construction clients use Quote Roller:

*As surveyed by 212 customers in the manufacturing and construction sectors, each who have sent more than 100 proposals with Quote Roller.

Beta Max Hoist Inc.
USA, Quote Rollers since May 2013
case-study-photo Bart Pair Director of Sales
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Before Quote Roller we had to develop price quotes inside our ERP system (enterprise resource planning system). This was not user-friendly and would slow our sales team down, because the pricing tables were in the ERP while the rest of the documentation we include with quotes was somewhere else. Quote Roller puts everything in one place and has made getting quotes out the door faster. Try Nutshell and Quote Roller together, as the two can really streamline your sales process.

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300 Below
USA, Quote Rollers since May 2013
case-study-photo Pete Paulin CEO
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We switched to Nutshell and saw a little button. We wondered, “Hmm, what does that do?” Now we know. It’s a powerful little button. We have spent years of training, hundreds of thousands of dollars trying to find the right salespeople, and sales system. Nothing in our 15 years of efforts has approached the efficiency of using Quote Roller, quite literally, and we simply cannot overstate its value. It’s the single best thing we’ve ever done to help our sales team.

Quote Roller has increased our net operating income because our closing rate on available sales has increased due to organization and constant presence offered by the software. We anticipate our sales will increase by 50-percent-plus from the implementation of Quote Roller alone.

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Volts Energies
Canada, Quote Rollers since September 2012
case-study-photo Sebastien Caron Owner and President
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Quote Roller is a very efficient business solution. With its help, we can serve our clients much more quickly. We can get a quote to our clients in less than 10 minutes! Our sales department receives dozens of quote requests per day, and all of them are replied to very quickly. It is an important factor, which helps us increase revenues. This year, we got a record sales value, and Quote Roller helped a lot.

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IT Companies: Your IT company deserves to leave only the best, most modern impression!

If you are trying to help your clients modernize, streamline and automate their businesses, sending them a boring file attached to an email won’t cut it. It only makes sense that you present your company to them in the most modern, streamlined and automated way. It only makes sense you use Quote Roller. Not only will you present your business as welcoming of high-tech solutions, you’ll then be able to use that solution to track your business proposals and know what your client is thinking!

CSCM IT Solutions
UK, Quote Rollers since January 2013
case-study-photo Carl Holland Operations Manager
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In many ways QR has helped immensely, CSCM can now produce brilliant-looking proposals and produce them once as a template. This has cut time spent on proposals a lot, but produced much better looking customer-facing documents. The proposals can be sent as a PDF attachment for the old-school customer who still likes to print and email PO numbers, but what we really like is sending our web based proposals that can be viewed by a link and accepted from the customer with a click of a button.

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On Top Corporations
USA, Quote Rollers since June 2012
case-study-photo Tony Portela Managing Director
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We have seen an enormous trend toward growth, and the ability to re-word an agreement while sitting in a meeting with a prospective client is priceless. (We love this!) It has brought our closing cycles down tremendously due to this very fact.

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Quote Rollers since June 2012
The Netherlands, Quote Rollers since September 2012
case-study-photo Erik van der Zijden Co-founder
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[Quote Roller] helps us first to be efficient to create easily quotations and keep track of them. It also helps us with our reputation as a digital company, and doing this in a professional way. What I also like is the services around it, like your white papers on sales, and your blog. It’s a great platform and it helps professionalizing your business.

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