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Compare Quoteroller vs QuoteOnSite

What is better Quoteroller or QuoteOnSite? Getting the proper Sales Proposal Automation Software product is as simple as comparing the solid and low features and terms offered by Quoteroller and QuoteOnSite. Here it's also possible to match their general scores: 8.9 for Quoteroller vs. 8.0 for QuoteOnSite. Or you can verify their general user satisfaction rating, 100% for Quoteroller vs. N/A% for QuoteOnSite.

We suggest that you put some effort and examine their unique features and decide which one is the better choice for your organization. What’s more don’t forget to take into account your company’s or industry’s unique case, for instance, a multilingual software for a global team or a mobile platform to help you work in the field.

We know that not all businesses have enough time to scrutinize dozens of different services, so we created a list of suggestions that you may find useful. Our top choices for the Sales Proposal Automation Software category are: PandaDoc, DocSend, Bidsketch.

NOAWARDS
YET

SmartScore™

8.9

User Satisfaction

100%

Pricing:

Starting from $19

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

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

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

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

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

email

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

NOAWARDS
YET

SmartScore™

8.0

User Satisfaction

N/A

Pricing:

Starting from $15

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Quoting
  • Invoicing
  • Messaging
  • Price Lists
  • Contact Form Conversion

Pricing Info

QuoteOnSite offers three enterprise pricing plans tailored to the needs of freelance professionals and small- to medium-sized businesses.

Free – Free

  • Unlimited Customers
  • Unlimited Quotes
  • Single Quote Email

Business – $15.00/user/month or 20% off monthly charge for annual billing

  • Unlimited Quotes
  • Unlimited Invoices
  • Messaging Capabilities
  • Customer Management
  • Dashboard
  • Printing
  • Customizable Customer Documents
  • Images
  • Payment Schedules
  • Click Notifications
  • Quote & Invoice Reminders
  • Contact Form
  • Export Invoices to CSV
  • Templates
  • Price List of up to 1,000 Items
  • Cost Management
  • Pricing Templates
  • Discount Tiers
  • Line-by-Line Discounts

Enterprise – request enterprise pricing

  • All Business Features
  • Tailored Features & Integrations

Integrations

At the moment, QuoteOnSite only supports integration with Veeqo. However, it is working on an integration with Xero and Shopify. For updates, get in touch with the support team.

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

No. 8 Project, Lucas Lofts Ltd., Heritage Testing Ltd.

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

An all-in-one solution with integrated quoting, invoicing, and messaging tools. It can integrate with crucial systems for fast proposal generation. What’s more, businesses can always ensure the professionalism of their proposals. It has an automatic client reminder, too, to alert clients of the need for their response.

Company Email

info@quoteonsite.com

Contact No.

Company's Address

QuoteOnSite Ltd.
6 Ffynone Drive
Swansea SA1 6DD
Wales

PandaDoc

Partner

This product is our partner, which means they paid for being featured as one of the suggestions. Our team takes great care to ensure all sugested products are reliable, top-quality solutions.

SmartScore™

9.2

User Satisfaction

95%

Pricing:

Starting from $19

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Configure, Price, Quote (CPQ)
  • Cost & Margin Calculation
  • Contract Lifecycle Management
  • Electronic Signatures
  • Payments
  • Multiple Workspaces
  • Roles Management
  • User mManagement
  • Content & Image Libraries
  • Content Locking
  • Branding
  • Approvals
  • Audit Trail
  • Document Builder
  • Document Analytics
  • Document Themes
  • Document Access Code
  • Document Forwarding
  • Document Sender Selection
  • Document Auto Numbering
  • Auto Reminders
  • Expiration
  • Template Embedding
  • Webhooks

Pricing Info

PandaDoc offers a free eSign plan and 3 paid packages for eSigning and document automation starting at $19 per month per user. All plans include unlimited documents, eSignatures, and users. Start your evaluation with a free 14-day trial. Need more users? Talk to our sales team to find the best pricing solution for you and your team.


Free eSign

Upload, send for eSignature and collect payment for as many documents as you’d like.

✅Unlimited legally binding eSignatures
✅Unlimited document uploads
✅Payments
✅Unlimited users


Essentials  from $19 per month/user

Create docs with templates or the built-in editor. Collect eSignatures and track docs in real-time too.

All the Free plan features plus:

✅Templates
✅Rich media drag and drop document editor
✅Pricing tables
✅Document analytics

Business

from $49 per month/user 

Connect your CRM and automate your document workflows from creation to eSignature.

All the Essentials plan features plus:

✅CRM integrations
✅Content library
✅Custom branding
✅Approval workflows


Enterprise 

For teams that require more capabilities including integrations like Salesforce and Zapier.

Contact sales to request a quote

All the Business plan features plus:

✅SSO support and custom user roles
✅Unlimited number of team workspaces
✅Salesforce integration
✅User performance and content reporting
💲Bulk send
💲API and Zapier

Can’t find what you need? Contact our sales team.

Integrations

PandaDoc offers integration with the following business systems and applications:

 

CRM

  • Salesforce (including Lightning)
  • HubSpot CRM
  • Pipedrive
  • Microsoft Dynamics CRM
  • SugarCRM
  • Insightly
  • Copper (Prosperworks)
  • Zoho
  • Nimble
  • Nutshell

Cloud storage

  • Box
  • DropBox
  • Google Drive

Payment gateways

  • PayPal
  • Stripe
  • QuickBooks Payments
  • Square
  • Authorize.Net

Accounting

  • QuickBooks (with Zapier)

SSO

  • Okta
  • OneLogin
  • Microsoft Active Directory
  • Google Identity Platform

Other

  • Zapier

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Konica Minolta, Cirque Du Soleil, Tata Steel

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

This cloud-based document management application fully supports paperless operations. It offers standard and advanced features such as document building, file-sharing, multiple document format support (PDF, Word Documents, etc.), and more. It is also equipped with electronic signature technology.

Company Email

info@pandadoc.com

Contact No.

Company's Address

565 Commercial St
2nd Floor
San Francisco, CA 94111

You don’t want simply a wide set of functionalities and adjustable pricing plans from a credible Sales Proposal Automation Software. Almost as essential as main features is a quality customer support. You want to ensure that in a situation where you have any questions about Quoteroller or QuoteOnSite, or you face some problems, or perhaps you’ll need to ask for a specific revision or feature beneficial to your company you can rely on a responsive and helpful customer support. Examine whether options such as phone support, tickets or live chat are provided. It’s also a big plus if you are able to benefit from individual training or at the very least a knowledge base you can use.

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