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June 15, 2011

Quote Roller – Quick & Simple Price Quotes

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.

Practical Uses:

  • Send price quotes and proposals to new clients
  • Find out when clients have reviewed your proposals
  • Give clients a way to accept or reject proposals right away
  • Create templates that your employees can use when sending new price quotes

Insider Tips:

  • Import existing clients into Quote Roller by uploading a CSV file
  • Templates can be made from scratch or borrowed from the template library
  • Users with paid plans get more storage space
  • Quote Roller offers integration with FreshBooks and Highrise CRM

What we liked:

  • Once a template has been created, sending new proposals takes almost no time
  • Quote Roller saves client contact details, so you don’t have to input the same information twice
  • Businesses can select their own theme and style so proposals look custom
  • Quote totals are automatically calculated, which reduces the chances of human error

What we didn’t like:

  • The template library is very limited, although that may change as more users begin using Quote Roller and sharing their templates with others

Alternatives:

Company Info:

  • Launched: March 2011
  • Privately Held
  • Headquarters: Honolulu, Hawaii
  • Founded by: Serge Barysiuk and Mikita Mikado
  • Web site: http: http://www.quoteroller.com

Costs:

  • Free account
  • Basic plan is $8.99/month
  • Advanced plan is $18.99/month
  • Enterprise plan is $69.99/month

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