Compare Quote Roller vs CobbleStone vs Contactually

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86%
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87%
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Crozscore:

74%
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100%
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Crozscore:

84%
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Software Description:

Quote Roller makes you save time and money. It allows you to create sales documents, employ dynamic quoting, get electronic signatures, and automate your workflow

with great ease of access there is no need to switch between word processors, CPQ tools, esigning apps, and your inbox.

Software Description:

Contract Insight™ Enterprise Edition Software is an 'End-to-End' enterprise level, completely web-enabled, contract lifecycle management software which provides:

  • enterprise contract tracking
  • contract drafting
  • configurable custom user-defined fields
  • custom report design tools
  • e-mail alerts
  • calendar reminders
  • legal hold
  • task and checklists
  • security
  • document management
  • check-in tracking
  • workflow
  • financials
  • cost control
  • searching
  • performance tracking
  • full- text indexing
  • web platform
  • web calendaring
  • and more.

It is built upon the latest web-enabled technologies so it can be deployed faster, supported easier, thus reducing your total cost of ownership and accelerating your return on investment.

Contract Insight™ Enterprise Edition offers flexible deployment options. The Enterprise Edition may be “Locally Deployed” (installed and hosted on your organization’s server) with a perpetual one-time software license, or it may be hosted by CobbleStone Systems Corp. as a Cloud / 'Software as a Service' (SaaS) solution with an annual hosting subscription.

Software Description:

Contactually relieves users from the usual wasted time that comes from the preparation and execution of routine communication tasks.

It is able to import contacts from an existing account and allows users create categories for their contacts, merge accounts, use templates, or even automate actions such as follow-up emails. Members of a team can share contacts and take on specific roles while remaining well coordinated.

The benefits of using Contactually are made evident in the time saved and through more efficient communication.

Features:

Features:

  • API
  • 2-Factor Authentication
  • Calendar Management
  • Contact Management
  • Dashboard
  • Document Comparison
  • External Integrations
  • File Sharing
  • File Transfer
  • Multi-User
  • Notifications
  • Scheduling
  • Third-Party Plugins/Add-Ons
  • Data Export
  • Data Import
  • History/Version Control
  • Password & Access Management
  • Email Integration
  • Project Management

Features:

  • API
  • Contact Management
  • Contact Sharing
  • Data Export
  • Data Import
  • History/Version Control
  • Lead Management
  • Task Scheduling/Tracking

Summary:

  • Built in workflow management

  • Discount and margin calculations

  • Automatic tags

  • Centralized product catalog

Summary:

  • Contract licefycle management.

  • Contract compliance.

  • Online negotiation and electronic signature.

  • User-friendly setup and implementation.

  • Easy to use interface.

  • Create contracts from templates and clause library.

  • Receive contract key date email alerts and calendar notifications.

  • Affordable with free trial for 30 days.

  • Software available as SaaS/Cloud or Installed/Deployed.

  • Starting at $59 per user per month.

Summary:

  • The Dashboard: Everything users need to do your daily outreach in one place, with recommended follow-ups, today’s calendar events, and any upcoming tasks.

  • Buckets: Buckets are easy system for contact management. They make it seamless to stay on top of the different kinds of contacts and relationships in user's network.

  • Scalemail: Perfect feature for contacting small groups who deserve more attention than a canned newsletter.

  • Programs: Allow users to set off a customized sequence of actions, from sending template-based follow-ups, to following on social networks or creating tasks.

  • Email Templates: Users are able to create templates for every possible scenario, using pre-set or custom tokens for personalization.

  • Pipelines: Enables users to simply create a Pipeline, identify the different stages, and start adding potential deals to it.

Pricing:

  • Starting from: $59.00/month
  • Credit card required: N/A
  • CobbleStone's contract management software is available as SaaS or installed with Concurrent User or Named User licensing options. Contact us for custom pricing quote.

Pricing:

  • Credit card required: N/A
  • Basic: $29 per month, annually, or 35$ per month monthly.
    Professional: $49 per month, or 59$ per month monthly.
    Enterprise: $99 per month, or 125$ per month monthly.
    All price plans include a free trial.

FAQs:

    No FAQs associated with this application.

FAQs:

    No FAQs associated with this application.

FAQs:

    What platforms does this service support?
  • Web-based platform, with mobile apps for Android and iPhone-iPad.

  • Who are the main user groups of this service?
  • The software is suitable mainly for small and medium sized companies that want to stay in contact with their key contractors, collaborators and suppliers.

  • What is this service generally used for?
  • The main purpose of Contactually is to offer advanced communication management features.

  • Does this service integrate with any other apps?
  • Contactually integrates with SalesForce, Zapier, Mail Chimp, Linkedin, Gmail, Facebook, Twitter.

  • Does this service offer an API?
  • It offers an API.

  • Does this service offer guides, tutorials and or customer support?
  • Their support includes: webinars, FAQ section, email support, phone support, video tutorial.

Publisher:

Founded:
-
Based in:
South San Francisco
Employees:
-
Likes:
Followers:

Publisher:

Founded:
-
Based in:
Princeton
Employees:
51-200
Likes:
2.12k
Followers:
474

Publisher:

Founded:
2011
Based in:
Washington
Employees:
11-50
Likes:
Followers:

Other:

Regional Restrictions:
No restrictions.

Other:

Who uses CobbleStone
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
  • WinPhone
  • Blackberry
Languages:
Afrikaans, French, German, English, Arabic, Spanish, Chinese
Regional Restrictions:
No restrictions.

Other:

Regional Restrictions:
No restrictions.
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