Automate Sales Proposal Next Steps with Quote Roller and Zapier

James Carr
James Carr / February 17, 2014

Quote Roller

28 Apps in 28 Days: Every day this month, we’re launching a new connected service on Zapier.

Quote Roller helps you to create polished, professional business proposals within minutes. The tool provides a variety of templates that makes creating proposals for a range of activities a breeze.

As of today, Quote Roller is now part of the Zapier automation platform of over 280 apps. So whether you want a new proposal to automatically create a new project in your project management software or you want to simply sync proposal contacts with your CRM, such as Contactually, RelateIQ or, we think you'll love this new app on Zapier.

Here's a peak at some of the possibilities. For more, visit the Quote Roller Zapbook page.

How to use this integration

  1. Sign in to Quoteroller—make sure you have a Zapier account, too
  2. Connect your Quote Roller account to Zapier
  3. Check out a few of the pre-made Quote Roller Zaps or
  4. Start creating your own