Roll has a built in quote engine. To generate a quote, you can either add a project then press the "Quote" button or go to the Finances area and generate a quote from there. If it is a new project and you generate a quote from the Finances area, Roll will automatically setup a project for the quote and store it in your "Pipeline"
A fantastic feature of Roll quoting is the ability to send the quote directly to your client from Roll and for the quote recipient to view and approve the quote online. This is excellent process and speeds up the sales process.
It is important to note that Roll generates Quotes and not proposals. A proposal is a larger document which generally includes a lot more information. For new and existing customers who require a quick quotation for services, Roll quoting is excellent.
Updated 11 months ago