New update: e-signature, logo&colors, files attachment and more

We’ve been really busy for the last month working on some great new features. And today, we’re very excited to finally release some of those features.

Electronic signature

We always wanted to cover a full proposal workflow: from creating business proposals to signing them by clients online. That is why we added an electronic signature support. Now your clients can sign proposals online. Drawn signature will be added to PDF document as well. Forget about fax, scanners, emails, printers, etc. Use the Quote Roller to convert your online proposal into a signed document.

E-signature

… and here is how it is going to look like in PDF:

E-signature in PDF

Logo, colors and branding

We understand how important branding is, that’s why we added settings that let you brand your account. Upload your logo and add custom colors to match the Quote Roller with your corporate look and feel. Your clients will see the system branded with your identity.

Logo, colors and branding

Logo, colors and branding

Template tokens

Quote Roller’s proposals now support tokens, or, so-called, data auto-injections. Now you can auto-insert client’s company name, project name, primary contact, project’s cost and many other items that we all had to manually type-in in previous versions.

Tokens extremely reduce time needed to create a proposal out of a template.

Template tokens support

Template tokens support

Files attachment

Quite often there might be a need to attach files when sending a proposal. Say, what if you need to add additional documentation, diagrams, designs, etc. We got it now! With a new upload feature it has never been easier.

File attachments

Follow up email

Never loose a deal. Send a follow up email to proposal’s recipient in one click and remind about yourself easily and quickly.

Follow-up emails

Edit a proposal that has already been sent

This was our oversight in the previous version, a user wasn’t able to edit a sent proposal. Thanks to your requests, we have added this option now.

… and even more

More then 98 bugs have been fixed, 28 new features have been added, we received a great feedback from our users (thank you!).

Unfortunately it’s impossible to describe all features and improvements we added in this release in a short post, so we encourage you to sign up (or login) and check our proposal application yourself!
Happy quoting,
Your Quote Roller team

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  • http://twitter.com/cogfilms Cognitive Films

    Where can we find the Signature features?

    • http://www.quoteroller.com Quote Roller

      You can enable it on the last step of the wizard when send a proposal. There is also an integration with RightSignature.

  • Jackie

    Is it possible to create a token for the cover page listing the date and time the proposal was accepted?

    • http://www.quoteroller.com Quote Roller

      Unfortunately you cannot edit cover page now. We’re planning add time tokens in the next version 

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