Quote Roller + Salesforce

Send proposals from Salesforce

Send proposals from Salesforce

Once integrated, you can create a business proposal from within a Salesforce Opportunity, with not only the contact and opportunity information flowing into your proposal, but your catalog items and pricing information too.

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Track them inside Salesforce

Once you’ve sent a proposal, you are able to take full advantage of Quote Roller’s industry-leading analytics to know how much time your prospects were spending looking at each section, enabling insightful follow-up. With this instant gratification, know immediately when a proposal is viewed, signed and accepted.

Request a Demo or Watch the video
Track proposals in Salesforce
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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.

Erik van der Zijden, CEO, Synappz Medical Apps