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.