Sales Proposal software

Updated: August 07, 2020

2020. PandaDoc introduces new template-driven editor to ease sales doc production



PandaDoc, a sales-focused document automation startup, announced a new web-based document production editor that allows sales teams to quickly generate proposals and contracts from design templates. The templates give a consistent and professional look to these documents, which might otherwise be produced in a word processor like Word or Google Docs. While customers are free to customize these any way they like, the templated approach means these businesses don’t require a designer to create quality-looking documents.


2015. Sales content managment service PandaDoc gets $5M



PandaDoc, the startup that helps automate creation of quotes, proposals and contracts has announced a $5 million investment. The product is essentially a content layer that sits on top of your CRM tool. Currently it’s compatible with Salesforce.com, Zoho, Pipeliner and Base. It also works with Zendesk to enable customer service personnel to send out renewal contracts and other information. When sales personnel have to create content for their customers, they can choose from a series of pre-defined templates that have been customized for the company. One template might be standard introductory matter, another could be a pricing table with standard discounts.


2014. Quote Roller integrates with Salesforce


Quote Roller, which offers cloud-based software to easily create sales proposals, is announcing integration with Salesforce. Once installed the app adds “Create a quote” button to Salesforce opportunities. Quote Roller then guides users through four simple steps to create a proposal. In addition, proposals can be finalised within Salesforce, including using Quote Roller’s analytics and digital-signature features, without leaving the app. The software tracks when proposals are opened and how much time clients spend on each section of a proposal. Better still, proposals created by Quote Roller can be accepted and signed online, which is evidently where things are sped up. To that end, Quote Roller already integrates with a plethora of other cloud applications, including Xero, NimbleCRM, Freshbooks, GoogleApps, Box, and others.


2011. Quote Roller - create, send and track commercial proposals



In some companies (for example, that implement complex projects or supply expensive equipment) there is a need to create, send and track commercial proposals. It's not about mass mailing of a standard email. As a rule, each proposal is created individually for the client and includes quote calculation. And it's better if the proposal looks good - not a simple Word document with Times New Roman font, but at least well designed PDF file. In this case it's more likely to be accepted. Quote Roller - is the new SaaS service that helps to quickly create a solid (and individual) commercial proposal and deliver it to customer in PDF- or even more modern Web-format. In Quote Roller you can create multiple proposal templates, enter the price list of your products / services and contacts data. After that, the creation of a new commercial proposal will take only a couple of minutes. If you want to include a quote, you simply add needed products and specify their quantity, and the service automatically calculates the total amount, like Excel. In addition, using Quote Roller, you can track to whom the proposal was sent and if it was opened. The Web-format provides a lot of new opportunities for commercial proposals: i.e. you can insert videos or allow customer to add comments.


2010. Bidsketch makes creating business proposals easier



Bidsketch is a new SaaS service that facilitates the proposal process for freelancers and small firms. Creating consistency across copy, templates, formatting and the approval process is simply good business, and Bidsketch bets that 29 bucks a month is well worth the investment for any size company. The company is targeting service verticals, including “design, development, marketing, advertising, SEO and similar agencies.” Proposals in the service are tied to Clients that you can easily import from your accounting software. The client’s activity can be tracked every step of the way, including Viewed, Postponed, Accepted or Declined. There is also a comment thread. When Accepted, Bidsketch handles the signature execution for vendor and client. Slick. And then you’ll have some data on outstanding bids, what’s been accepted, etc.