Document Assembly

Content Library

Content library

The Quote Roller content library lets you break superstar collateral into modular chunks that can be reused time and time again.

Best of all, you control what goes into the content library. And when only the most winning pieces of manager-approved content make the cut, that’s the recipe for successful sales materials from every rep, every time.

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Custom Templates

Quote Roller’s custom templates save your reps all kinds of time and give you total confidence in their work.

Plus, when you know for sure that everyone’s using the right version every time, you can make performance-boosting tweaks to team templates more often. This kind of flexibility is the recipe for constant improvement and a killer sales record.

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Custom Templates
Interactive Content Blocks

Interactive Content Blocks

Quote Roller’s content blocks make it easy to add custom content to templates and one-off documents alike.

Just drag a block from the menu and drop it where you want it. Add your own text, image, video, or pricing table, and you’re on your way to a sales document that’s as beautiful as it is persuasive.

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Form Fields & Esignatures

Fields are a simple way to flag spots for your client to fill out and collect that information in a fully official way.

Pull a drag-and-drop field from the menu, use auto guides to help place it, and then assign it to the appropriate recipient. Add spots for text, checkboxes, dates, initals, and signatures. Once your client fills out the fields, we save automatic audit trail information and notify you instantly, so you can follow up.

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Form Fields & Esignatures
CRM Data Merge

CRM Data Merge

Save your team valuable time by eliminating retyping and stop worrying whether they’ve filled out each field or spelled names correctly.

Tokens, or auto-fill fields, merge opportunity information into documents from your CRM, spreadsheet, or Quote Roller contact list. Less time and energy spent double-checking details means more time for strategy, selling, and continuous improvement.

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Consistent branding

No more clunky document themes or formatting battles. Quote Roller makes it easy to send great-looking proposals that are perfectly customizable and completely on-brand.

Themes are the no-brainer way to splice together the power of your strong company brand and specific client preferences. Create beautiful sales docs that help your team sell more effectively.

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Consistent branding