Quoteroller
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Easy to use
- Native iOS app
- Content Library
- Custom templates
- Interactive content blocks
- Form fields
- E-Signatures
- CRM data merge
- Consistent branding
- Auto calculation of taxes, discounts, totals etc.
- A la carte pricing
- Margin and cost calculations
- Analytics
- Real-time negotiation
- Version tracking
- Automatic approval flow
- Multi-team, multi-product support
- Locked down content and branding
- Document batching
- Activity tracking
- Reusability
Pricing Info
Pricing Info
Quoteroller offers three SMB and enterprise pricing options for users to consider. Give the details a look, and select a plan that would be suitable for your business:
Professional (individuals): $19/user/month (billed annually), $29 on a monthly basis
- Five templates
- Unlimited docs & eSignatures
- Document analytics
- Document builder and editor
- Custom branding
- Pricing tables and product catalog
- Email support
Business (Small businesses): $39/user/month (billed annually), $49 on a monthly basis
Professional features plus:
- Unlimited templates
- Content library
- Manager approval workflow
- Initial template conversion
Enterprise (growing businesses): By quote
Business features plus:
- Integrations with CRMs and other tools
- Document design assistance
- Multiple teams and workspaces
- Access to API, SDK & webhooks
- Document embedding option
- Custom integrations
- Dedicated Account Manager
- Private team training sessions
Integrations
Integrations
Quoteroller integrates with the following business systems and applications:
- Salesforce
- Nutshell
- Capsule CRM
- Nimble
- Pipedrive
- Insighty
- OnePageCM
- Zoho CRM
- Harvest
- Basecamp
- Box
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
PB Web Development (Australia), Navitas Design (UK), WebSEOlogy (US)
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Comprehensive sales tool for automating documentation, and a web-based solution to help organizations create, organize, send and track proposals with ease. It can boost productivity with its streamlined quoting workflow and even help close deals faster with its e-signature tool.
Company Email
info@quoteroller.com
Contact No.
Company's Address
400 Spear Street, #217
San Francisco, CA 94105
USA
Quoteroller Comparisons
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Smart Online Forms
- Triggered Actions
- Smart Logic
- Required Data Fields
- Voice-to-Text
- GPS, Data, & Time Stamp
- Automatic Calculations
- Database Integration
- Drawing Tool
- Photo Tagging & Streaming
- Document Management
- Job Handling
- Sales Management
- Asset Management
- Health & Safety
- Compliance Register
- Report Generator
- Digital Assistants
- CRM Solution
- Quotes & Invoices
- Payment Management
- Mobile App
Pricing Info
Formitize provides the following enterprise pricing plans for users to choose from.
Giving Back – by quote
- For non-profits and charities
- Community giving back program
Standard Plan – $29.99/user/month
- Formitize standard solutions
- Smart online forms
- CRM solution
- Web-based scheduling
- Job handling
- Safety
- Sales pipeline management
- Document management
- Quotes & invoices
- Automated digital assistants
- Mobile payments
Enterprise Solutions – by quote
- Formitize industry-tailored solutions
- Includes all standard features, Plus:
- Dedicated solutions for industries & verticals
- Reports
- Workflows
- Job templates
- Resource documents
Integrations
Formitize integrates with the following systems:
- Xero
- QuickBooks
- Stripe
- MYOB
- CRM platforms
- Asset numbering & barcode systems
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
The Flea & Tick Guys, Ventia, TEC Traffic Solutions
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Formitize is a form automation system that implements intelligent online forms and integrated solutions for companies, government agencies, and franchises to avoid paperwork hassles.
Company Email
info@formitize.com
Contact No.
Company's Address
Formitize
Mobile Interactive Technologies Pty Ltd., 11 Rodeo Road, Gregory Hills, NSW
Australia
Formitize Comparisons
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No Sales Proposal Automation Software will manate to cover all the requirements of a specific team. Even though key features of Quoteroller and Formitize should matter you should also thoroughly explore the integrations provided by each app. In many cases your team will already be making use of other types of SaaS software in your company and it’s much more beneficial to choose apps that integrate well with each other. With that approach you can be certain of an effortless exchange of data between your teams and apps, which can really reduce time devoted to migrating between one solution and the next.
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