Quoting

ROLL's built in quote engine is a strong addition to your ROLL arsenal. It allows you to generate new quotes on the fly, or you can create a quote from an existing template, saving time and keeping your business running efficiently. Personalise your quotes by adding your own header, and gain further flexibility by utilising the ability to add sections, hide line items, and hide the quantity and rate columns. ROLL has the ability to add attachments to your quote before sending it to the client, keeping everything simple and in one place. Once your client recieves the quote, they have the option to accept or decline the quote online, which all links back to your project in ROLL. Check out the videos below to see how you can make the most of this tool.


Get to know ROLL's new quote engine!


Getting started with quote templates.


Tip
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.