Quote Roller is a tool that small to medium sized companies can use to create business proposals and price quotes for clients. The web-application automates the process of creating proposals and lets the whole company get involved. Professional looking business proposals can be put together and sent to potential clients in minutes. Even better, Quote Roller makes it possible to track the progress of these proposals and find out when they’ve been reviewed and accepted without having to send any follow up emails.
The less time you spend creating, sending, and tracking the proposals you email to new clients, the more time you can spend working on projects for the clients you already have. That’s why Quote Roller’s templates work so well. Once you sign up for an account, you’ll want to create a company profile with all the contact information you want automatically inserted into the proposals you send. Next, it’s time to type up a list of all the products and services you offer, add the details for all your new and existing clients, and create a custom template. If you can’t decide how your template should look, click on “All Templates” to see a library of templates that have been created and shared by others in the Quote Roller community. The time you spend inputting this information up front will save you hours when it comes to creating custom proposals in the future.
Once your first few proposals have been sent out, you can sit back and relax while Quote Roller does the work. The web-app will let you know when the proposals you sent have been reviewed and when they’ve been accepted. Quote Roller is also an excellent tool for companies with multiple employees, since it offers collaboration tools that help teams work together and ensures people never step on each other’s toes or duplicate work.
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