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.
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.
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.
Ready to get started? Here are instructions on integrating Salesforce with Quote Roller