DEAL ROOM

ANALYTICS

ANALYTICS

Document analytics show you who’s spending time on each section of your document. Your team can use this information to address a client’s concerns or analyze what helped close the deal.

Over time, this type of intelligence can actually help you improve your sales collateral so you get more mileage out of each doc you send.

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REAL-TIME NEGOTIATION

Quote Roller’s deal room keeps everyone off tangled email threads and simulates the persuasive pace of an in-person meeting.

Clients ask questions via real-time commenting, and reps respond promptly with revised versions to keep the deal moving full speed ahead.

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REAL-TIME NEGOTIATION
ELECTRONIC SIGNATURES

ELECTRONIC SIGNATURES

If you’re still asking clients to print, sign, and scan proposals, you’re almost certainly losing deals because of it.

Allowing your client to electronically sign documents will boost transaction speed by up to 5x. We even provide a unique signature certificate complete with timestamp, location, and IP address of the signer, should any legal disputes arise.

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VERSION TRACKING

Quote Roller’s version tracking keeps a record of all the versions of any given document right there in the deal room.

No more digging through server files or having to deduce file names from attachment titles. Quote Roller stacks each version neatly in one central spot. This reduces wasteful search time and gives you confidence knowing that the correct copy goes out every time.

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VERSION TRACKING