Quote Roller
document automation for sales teams
Overview
Here is Quote Roller in plain terms. Document automation for sales teams. In practice that means keeping every contact, deal and follow-up in one place so nothing slips.
It makes the most sense for sales teams and founders who are tired of spreadsheets. They also list Business Development, CRM and Digital Signage, so expect those to show up in the feature set. As a small product team themselves (11 to 50 people), they tend to serve customers of a similar scale best. Small vendors mean quick answers and real influence on the roadmap, but check who covers support when someone is out.
Quote Roller is based in South San Francisco, California and around since 2011. You can read more at quoteroller.com.
Things worth asking about: pipeline stages, email sync, mobile app, and what reporting costs extra. Ask for a trial on your own data, not a canned demo.
If you have worked with Quote Roller, tell the next buyer what you paid and what surprised you. That is the part of this page we cannot write.
Key features
CRM
Digital Signage
Company
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