You’re Invited! A Free Webinar On How To Automate Your Client Lifecycle

We are always looking for new ways to interact with our customers and those in the entire business proposal and sales world. We are focused on helping you add value to your service and get more out of your entire client lifecycle, from leads to sales to signature, all in an effort toward greater customer loyalty.

With that, we are inviting you to join us Wednesday June 5 at 1900 EST (1600 PST) for a free webinar on How to Automate Your Client Lifecycle. And, if you join, you’ll not only learn lots of really cool stuff, but you’ll also get a free six-week trial to our integrators AffinityLive CRM and Saasu online accounting software. When you integrate them with Quote Roller, your service becomes organized, automated, cloud-based and simply better for your clients.

Check out after the bump to learn more about the webinar and its hosts, and the great deal they’re offering you!

Join us and Learn How to Automate the Client Life Cycle

The CEOs of Quote Roller, Affinity Live, and Saasu had a simple idea: why don’t we teach our customers how our platforms work together, and offer each other’s customers extended free trials.  So that’s what we decided to do: just sign-up here!

In this live webinar, you’ll learn how to:

  • Leverage the integrations between QuoteRoller, AffinityLive, and Saasu
  • Automate and simplify your client sales process.
  • Turn quotes into sales. Turn sales into projects. Turn projects into invoices.
  • Sync your billing and invoicing data with Saasu’s accounting software
  • Save & share client communications across teams, departments and platforms
  • Generate automatic & ongoing quote, sale and project templates

AND… as an added bonus, each CEO is offering an extra month of a free trial to new subscribers — that’s a total of 6-8 weeks free!   They’ll walk you through a real live example, give expert tips, and provide practical insights on how to run your business more effectively.  Three CEOs, one webinar, and you learning and asking any questions you could possibly have!  Again, sign-up here.

Free Webinar + Free Trial = Awesome


Co-host, Geoff McQueenAffinityLive, CEO and founder.

An Austrailian in the Silicon Valley, Geoff has more than eight years’ experience being on the board of and founding tech-based start-ups, as well as the Wollongong Hawks men’s basketball team. He also has run networking groups that bring together students and experienced businesspeople.

For the last four and a half years now, he has led AffinityLive in helping growing businesses manage their clients in a customizable, cloud-based way.

Co-host, Marc Lehmann, Saasu, CEO and founder.3cdab84

After 14 years in leadership roles in the Banking and Credit industry in Australia, Marc built Saasu, which for almost seven years has bee a leader itself in managing financial services online. Businesses in more than 50 countries are now using this popular accounting tool, known for its customer support and focusing on helping small and medium-sized businesses run their day-to-day.

Co-host, David Currie, Quote Roller, CEO.

A San Francisco local, David has spent the last 24 years advising and creating tech-based start-ups in the heart of the Silicon Valley, helping them to fundraise, expand and reach their potential. Before joining the Quote Roller team five months ago, this die-hard entrepreneur helped other companies to develop the strategic roadmap for growth and profitability based on a clear analysis of markets, customers, competitors and products, including co-founding and designing HackerSafe™.

As you probably already know, Quote Roller is the best cloud-based software to create, send, track and e-sign business proposals.


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.

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