More Features You’ve Been Asking For, including Pay with PayPal!

How many times do we have to tell you, keep telling us what you want and we’ll keep working to give it to you! This week, we’re getting your proposals equipped with PayPal and your whole client lifecycle streamlined with BaseCRM, and more….

Get paid with PayPal right when things get signed!

PayPal block description

Our new PayPal block allows your customers to pay for the accepted proposals from PayPal system. Just specify the email for the payment and then your client pays from PayPal to this email from his/her own Paypal account.

PayPal block descriptionThe PayPal block is now part of Content Block and can be added to both templates and proposals. Simply drag and drop it into the section, specify your PayPal email and the payment amount.

After clicking on PayPal button, the client is redirected to PayPal system where he or she can pay either from existing PayPal account or register a new one. They will then receive the hyperlinked message, “Congratulations! You’ve just paid! Let’s return to the proposal.”


PayPal block description

As soon as a proposal is paid, the PayPal button is changed to a “PAID” label.

PayPal block description_html_25669f2

The client can even pay for the proposal even before its acceptance. The Pay with PayPal button is available for all statuses of the proposal.

An added PayPal block can be displayed as a button on the Web form, but it isn’t displayed in a PDF doc. It is possible to include several PayPal blocks to one proposal, set up different emails, etc. Go here to view the currencies supported by PayPal.

Basically, now you can do your entire client lifecycle within Quote Roller!

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Base CRM Integration

We’ve made another integration partnership with Base CRM, and their team even gave us some pointers on How to Make Your Team Ten Times More Productive!As always you can enable the integration on your integrations page.


Assign different tasks to different team members

If you have the Enterprise Plan, you can now collaborate and assign different tasks within the same proposal.

Now you can sell to Vietnam!
The best part of working for a startup may be that your customers can be anywhere in the world. Now, you can create proposals using the Vietnamese Dong currency.

So What Next? Comment on this blog post to tell us who you want us to integrate with next and what features you’d like to see on Quote Roller!

 

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  • http://www.technickconsulting.com Nick Rosener

    I would LOVE a Zoho CRM Integration as well.

    • http://www.quoteroller.com/ Mikita Mikado

      We actually integrate with Zoho :)

      • http://www.technickconsulting.com Nick Rosener

        What? Where can I find out more about this?

        • http://QuoteRoller.com/ Jennifer

          I cannot find your email in our system. Shoot me an email at Jennifer@QuoteRoller.com and I’ll send you it. Sorry that we’ve been slow with updating our Integrations pages, but we are making it a priority this week. Thanks!

          • http://www.technickconsulting.com Nick Rosener

            No prob, it’s nick [at] technickconsulting [dot] com.

  • http://allgeek.tv James Lenhart

    I’d love to see this work with Zoho Invoice so you could export your proposals and convert them as an invoice. That would be sweet.

  • Ca Infotech India

    It would be good if you could have a Proposal Search capability from the ones prepared already. Rather just 5 listed under each on the dashboard, if there are more proposals to view or have a capability to adjust the proposals list to be displayed it will be good. say view 10, 20 etc..

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