We’re Partnering with Base CRM to Complete Your Client Lifecycle!

Create a Quote Roller proposal for this deal
We are always excited to continue to grow our partnerships with different cloud-based apps that help us better serve our rockstar customers so you can then in turn better serve your customers. Today, we’re introducing you to Base Sales and Customer Relationship Manager. Base, just like us, works to streamline the workflow of both internal and external sales teams as well as small businesses.

For most companies, it doesn’t do any good having your sales folks sitting at the office logging all those copious notes we keep reminding you about, taking tedious time to type in client data, social networks, contact info, etc. all the time. It also won’t do to have more than one member of your team bugging the same client. By using Base CRM, you can stop wasting time and even increase your productivity by keeping sales processes transparent and accountable, assigning different team members different tasks.

How does Quote Roller sync with Base?

Once you have accounts with both super apps, activated Quote Roller within Base, and you’ve created a sales proposal, you merely have to click on the Deals tab within Base to get an easy overview of your entire sales process, including notification if your proposal has been commented on or signed. Like a delicious ice cream sandwich, Base is the chocolatey ends of your client lifecycle from lead generation and learning about a prospective client to the details of closing and processing your sale, with Quote Roller as the ice cream center that seals the deal together with an irresistible proposal.  It’s all about offering your clients a seamless view of your company, so they know you are professional and ready to respond to their needs.

Go ahead and try out Base CRM for two weeks. Then tell us what you think!


Quote Roller is now PandaDoc

We’ve taken the great features of Quote Roller and made them even better with PandaDoc. PandaDoc is a robust document management platform with Quote Roller’s CPQ functionality built-in.

Try PandaDoc Free