WORKFLOW AUTOMATION

Approvals

Automatic Approval Flow

Don’t let internal approvals slow down your sales. Set up clear, secure approval processes with Quote Roller’s customizable workflow.

Reps create collateral and flag it for approval, then you get instant notifications to sign off on the spot. With the simple dashboard interface, nothing will ever get lost in the shuffle again.

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MULTI-TEAM & MULTI-PRODUCT

Maybe you manage multiple sales teams that work on different product lines. Maybe you’ve got two or three team leaders underneath you, each with their own teams to manage.

Quote Roller is well-equipped to handle both multi-product and multi-team structures, plus discrete content approval processes within each.

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MULTI-TEAM & MULTI-PRODUCT
CRM & STORAGE INTEGRATION

CRM & STORAGE INTEGRATION

Quote Roller works seamlessly with all major CRMs including Salesforce, Microsoft Dynamics, Insightly, Pipedrive, ZohoCRM, PipelinerCRM, and PipelineDeals.

You can also access files from your favorite cloud storage providers including Google Drive, Microsoft OneDrive, Dropbox, Box, Salesforce Documents, and Citrix ShareFile.

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LOCKED DOWN CONTENT & BRANDING

Quote Roller’s locked down content and branding keeps your sales team in line with legal, accounting, and marketing requirements.

Create locked content blocks so that all your sales reps need to do is drag and drop. Any company-wide changes appear in all subsequent documents, and other departments can rest assured that their policies are carried forth by your sales team.

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LOCKED DOWN CONTENT & BRANDING
LOCKED DOWN CONTENT & BRANDING

DOCUMENT BATCHING

Creating and sending batches of documents to multiple recipients can be a huge hassle. Word processors and email accounts simply aren’t set up for it.

Quote Roller allows your team to customize and send a single set of documents to many clients simultaneously. The template taps into recipient info, so everyone gets a fully customized quote, form, or contract.

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